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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.
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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