Cerenome (CNSY) investor relations material

Executive summary

• Completed corporate rebranding to Cerenome, Inc. effective August 2026, reflecting integrated CNS oncology strategy and new Nasdaq ticker “CNSY”.

• Focused on CNS cancers with three business areas: precision diagnostics, targeted radiopharmaceutical therapeutics, and proprietary data analytics, including AI integration.

• Lead product rhenium (186Re) obisbemeda (REYOBIQ) targets CNS cancers; CNSide Diagnostics subsidiary commercializes CSF tumor cell assays.

• Progressed clinical trials for REYOBIQ in leptomeningeal metastases, glioblastoma, and pediatric brain cancer.

• Expanded commercial operations for CNSide CSF assay platform and achieved key payer coverage milestones.

Financial highlights

• Grant revenue was $0.4M for Q2 2026 and $1.4M for H1 2026, primarily from the CPRIT grant.

• Research and development expenses rose to $4.3M in Q2 2026 (up YoY) and $7.1M for H1 2026.

• General and administrative expenses increased to $5.2M in Q2 2026 and $10.5M for H1 2026.

• Net loss was $9.0M for Q2 2026 and $16.0M for H1 2026; net loss per share was $(1.31) basic and diluted.

• Cash, cash equivalents, and restricted cash at June 30, 2026 were $2.4M, down from $8.8M at year-end 2025.

Outlook and guidance

• Affirmed 2026 milestones: define optimal REYOBIQ dosing for LM, complete RESPECT-GBM Phase 2 enrollment, begin RESPECT-PBC enrollment, and finish REYOBIQ commercial manufacturing scale-up.

• Diagnostic revenue from CNSide expected to increase in H2 2026 and beyond, with plans to expand payer coverage and achieve annualized test order run-rate over 1,250.

• Ongoing need to raise additional capital to fund operations and clinical programs; substantial doubt about ability to continue as a going concern.