TransCode Therapeutics (RNAZ) investor relations material

Company overview and strategy

• Focuses on innovative oncology solutions with three near-term catalysts and no long-term debt.

• Team includes Harvard and Mass General founders, supported by experienced board and scientific advisors.

• Pipeline prioritizes RNA-targeted therapeutics, with additional vaccine immunotherapy and immuno-oncolytic agents.

• Strategic goal is a balanced, scalable portfolio with multiple inflection points in the next 18 months.

Lead asset and clinical development

• Lead candidate TTX-MC138 targets microRNA-10b, aiming for broad application in metastatic cancers.

• Phase zero trial confirmed drug delivery to metastases in a breast cancer patient using PET/MRI imaging.

• Phase I-A trial demonstrated strong safety profile and median progression-free survival of five months in heavily pre-treated patients.

• Phase II-A trial enrolling ctDNA-positive colorectal cancer patients, aiming to reduce ctDNA and delay recurrence.

• Platform technology (TTX) enables delivery of various payloads and is positioned for potential partnerships.

Financial and corporate developments

• Acquired Polynoma and received $25M investment from CK Life Sciences to fund phase II-A study.

• Licensed immuno-oncolytic portfolio and secured $20M SEPA agreement with Yorkville.

• As of June 2026, pro forma market cap is $28M with $13.1M in cash and no debt.

• All preferred stock converted to common shares, increasing outstanding shares to 17 million.