Azitra (AZTR) Corporate presentation summary

Foundational technology platforms

• Utilizes a proprietary library of ~1,500 microbial strains, mainly Staphylococcus epidermidis, for therapeutic development.

• Employs AI/ML algorithms to discover novel microbial-derived proteins, peptides, and small molecules.

• Features a microbial genetic engineering platform with exclusive licenses from leading research institutions.

Pipeline and clinical programs

• Pipeline includes ATR-12 for Netherton syndrome, ATR-04 for EGFR inhibitor-associated rash, and ATR-01 for ichthyosis vulgaris.

• ATR-12 is in Phase 1b for Netherton syndrome, targeting LEKTI replacement and IL-36y inhibition, with a potential $250M peak sales opportunity.

• ATR-04 is Phase 1/2 ready for EGFR inhibitor-associated rash, aiming to inhibit IL-36y and S. aureus, with a >$1B peak sales estimate.

• ATR-01 is in IND-enabling studies for ichthyosis vulgaris, delivering topical filaggrin protein to restore skin barrier function.

Clinical and preclinical data highlights

• ATR-12 shows nanomolar inhibition of KLK5 and dose-dependent reduction in protease activity in vitro.

• Initial Phase 1 safety data for ATR-12 indicate good tolerability with only mild, transient local reactions.

• ATR-04 reduces erlotinib-induced IL-36y and S. aureus in preclinical models, with dose-dependent effects.

• ATR-01 demonstrates dose-dependent delivery of functional filaggrin and reduces transepidermal water loss in ex vivo models.