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Sensei Biotherapeutics (SNSE) investor relations material

Sensei Biotherapeutics H.C. Wainwright 27th Annual Global Investment Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H.C. Wainwright 27th Annual Global Investment Conference summary5 Sep, 2025

Key presentations and announcements

  • Highlighted SylvesterTOG as the first credible VISTA-targeted therapy advancing toward mature efficacy signals, with phase one/two dose expansion results to be presented at ESMO Congress in October 2025.

  • Emphasized SylvesterTOG's selective binding in the acidic tumor microenvironment, sparing healthy tissue and avoiding toxicity that halted earlier VISTA programs.

  • Noted multiple responses in PD-L1 resistant tumors, a market with limited options and significant commercial potential, with VISTA expressed in most solid tumors.

  • Announced a collaboration with Regeneron to evaluate SylvesterTOG in combination with Libtayo, expanding the therapy's reach across various tumor types.

  • Confirmed a strong financial position with a cash runway into 2026 to support upcoming milestones and phase two trial preparations.

Clinical data and industry analysis

  • Phase one trial demonstrated a favorable safety profile, with no dose-limiting toxicities and only low-grade, manageable cytokine release events.

  • Dose expansion focused on hot tumors resistant to PD-1, showing tumor shrinkage in about half of patients and durable responses in several cases.

  • All PD-1 resistant patients with tumor shrinkage remain on therapy, indicating potential for long-term benefit.

  • Compared to published benchmarks, SylvesterTOG shows improved durability and progression-free survival in a tough-to-treat population.

  • Most adverse events in the expansion cohort were grade one or two, with no severe toxicities observed.

Forward-looking statements and strategic plans

  • Full phase one/two dose expansion data, including six-month progression-free survival, will be presented at ESMO in October 2025.

  • Plans to initiate multiple phase two studies in 2026, targeting both unmet medical needs and commercial opportunities.

  • The ESMO mini oral session is expected to be a major inflection point for VISTA as a therapeutic target.

  • The company aims to expand on its phase two strategy post-ESMO, with further details to be provided.

  • Investors are offered a unique opportunity to participate in the first successful unlocking of VISTA's myeloid biology.

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Frequently asked questions

Sensei Biotherapeutics, Inc. is an immuno-oncology company dedicated to the discovery and development of next-generation therapeutics aimed at treating cancer patients. The company's innovative approach is centered on its TMAb™ (Tumor Microenvironment Activated biologics) platform, which develops conditionally active therapeutics. These therapeutics are designed to selectively disable checkpoints and other immunosuppressive signals in the tumor microenvironment, thereby unleashing T cells against tumors. Among its pipeline, the lead investigational candidate is SNS-101, a conditionally active antibody tailored to block the V-domain Ig suppressor of T cell activation (VISTA) checkpoint within the tumor's low pH environment, where VISTA suppresses T cell activity by binding the PSGL-1 receptor. The company is headquartered in Rockville, Maryland, with an additional office in Boston, Massachusetts, and its shares are listed on the Nasdaq.

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