Poseida Therapeutics (PSTX) investor relations material

Key business highlights

• Poseida Therapeutics leverages a proprietary genetic engineering toolkit for both allogeneic CAR T therapies and in vivo genetic medicines, supported by major partnerships with Roche (heme malignancies) and Astellas (solid tumors).

• The company’s non-viral transposon technology and CasClover gene editor offer high-fidelity gene editing and efficient gene insertion, enabling single-step processes and lower production costs.

• In-house GMP manufacturing yields over 100 doses per donor batch, reducing labor and operating costs, and supports all clinical-stage programs.

• Over $400 million in partnership payments and milestones have been collected in the past three years, validating the business model and funding operations.

• The company is well-capitalized into early 2026, with additional potential milestone payments anticipated.

Pipeline and clinical progress

• Lead program PBCMA ALLO-1 for multiple myeloma (partnered with Roche) is in Phase 1b, showing rapid patient treatment and high response rates (91% in arm C), including in high-risk and previously treated populations.

• Additional programs include PCD19, CD20 ALLO-1 (B cell malignancies), a wholly owned PBCMA CD19 ALLO-1 (for myeloma, lymphoma, autoimmune), and MUC1C (solid tumors), with several INDs planned for 2025.

• Genetic medicine pipeline features non-viral gene editing for hereditary angioedema (PKLKB 101) and gene insertion for hemophilia A (P-Factor VIII101), both in preclinical stages.

• Early data from the hemophilia A program show stable, long-term factor VIII production in animal models, addressing durability challenges seen in other gene therapies.

• The company plans further clinical data updates in 2024 and 2025, including for MUC1C and PCD19, CD20 programs.

Technology differentiation and strategy

• Poseida’s allogeneic CAR T products are based on T stem cell memory cells, engineered using non-viral transposon technology for superior safety and efficacy.

• The CasClover editor enables high-fidelity, single-step gene editing and insertion in resting T cells, preserving desired cell phenotypes.

• Embedded safety switches and scalable manufacturing support outpatient and community-based treatment, with no need for apheresis or bridging therapy.

• The BCMA/CD19 dual-targeting approach offers comprehensive B cell depletion, with potential applications in autoimmune diseases and hematologic malignancies.

• The company’s platform is positioned for rapid expansion into autoimmune indications, with INDs for new assets expected in 2025.