Senti Biosciences (SNTI) investor relations material

Investment highlights and pipeline

• Logic-gated cell therapy pipeline targets AML, with expansion into MDS and solid tumors; scalable off-the-shelf manufacturing process streamlines treatment.

• Gene Circuits address key oncology challenges by selectively targeting tumors while sparing healthy cells.

• Lead program SENTI-202 showed 50% ORR, 42% CR/CRh, and 100% MRD-negative CRs at RP2D in Phase 1 AML trial, with durable responses and excellent safety.

• FDA RMAT and Orphan Drug Designation granted; pivotal trial planned for 2026 with expansion into additional indications.

• Logic Gate technology validated for expansion into other modalities and cancer types.

Market opportunity and unmet need

• AML represents a multi-billion dollar market with high unmet need, especially in relapsed/refractory and pediatric populations.

• Current therapies for R/R AML have low CR rates (12–25%) and poor median OS (5.3 months); novel therapies with limited off-tumor toxicity are urgently needed.

• Logic Gate technology could expand addressable indications, particularly in solid tumors, with the solid tumor market projected at $375B by 2034.

SENTI-202 mechanism and clinical data

• SENTI-202 is an off-the-shelf, logic-gated CAR-NK cell therapy using CD33 OR FLT3 activation and EMCN NOT gate for selective AML blast and LSC killing while sparing healthy HSPCs.

• Manufacturing process enables rapid, scalable production and cryopreservation for on-demand use.

• Phase 1 trial enrolled heavily pre-treated, high-risk R/R AML patients; RP2D confirmed at 1.5x10⁹ CAR+ NK cells/dose.

• 50% ORR and 42% CR/CRh at RP2D, with 100% MRD-negative CRs and median composite CR duration of 7.6 months.

• Responses are durable (>1 year in some cases), with rapid blood count recovery and selective protection of healthy HSPCs.