Sensei Biotherapeutics (SNSE) investor relations material

Transaction highlights and capitalization

• Acquisition of Faeth structured as a stock-for-stock deal, with Faeth equity exchanged for common and Series B non-voting convertible preferred stock.

• $200 million private placement executed with institutional investors to fund clinical milestones.

• Leadership continuity with key executives and board members from both entities.

• Total capitalization post-deal is 26,199,178 common equivalent shares, with a market cap of $362.9 million at $13.85 per share.

Pipeline and scientific foundation

• Focused pipeline includes PIKTOR (multi-node PI3K/AKT/mTOR inhibitor), PIK-201, PIK-101, and other metabolic therapies targeting oncology and rare diseases.

• Scientific founders are recognized leaders in cancer biology from top institutions.

PIKTOR clinical and preclinical data

• PIKTOR targets multiple nodes in the PI3K/AKT/mTOR pathway, aiming for more complete inhibition and less toxicity.

• Demonstrated robust pathway inhibition and superior tumor growth suppression in preclinical models compared to single-node inhibitors.

• Oral dosing regimen designed for sustained exposure and reduced Cmax-related toxicity.