Cynata Therapeutics (CYP) AGM 2025 presentation summary

Business overview and technology

• Commercializing Cymerus™, a platform producing consistent, potent mesenchymal stromal cells (MSCs) from a single blood donation, overcoming traditional manufacturing barriers of donor variability and scalability.

• Cymerus™ MSCs are derived from induced pluripotent stem cells (iPSCs), enabling indefinite production from a master cell bank and providing a truly off-the-shelf solution.

• Peer-reviewed studies show Cymerus™ MSCs outperform bone marrow and adipose MSCs in consistency, potency, and immune-modulating effects.

• Manufacturing breakthrough allows scalable, cost-effective production and consistent clinical trial results across multiple indications.

Clinical and pre-clinical pipeline

• Advancing four clinical programs: osteoarthritis (CYP-004), acute graft versus host disease (CYP-001), kidney transplantation (CYP-001), and diabetic foot ulcers (CYP-006TK).

• Phase 1 trial for diabetic foot ulcers completed with positive safety and efficacy; mean wound size reduction of 47.8% at 24 weeks, outperforming standard of care.

• Osteoarthritis trial is one of the largest MSC studies for knee OA, fully funded and managed externally, with results expected Q2 CY26.

• Kidney transplantation trial treated first patient; aims to reduce toxic immunosuppressant use, with preliminary results expected Q4 CY25.

• Acute GVHD Phase 2 trial is the lead FDA-regulated study, with Orphan Drug Designation and strong clinical validation.

• Pre-clinical studies show Cymerus™ MSCs improve cardiac function and reduce fibrosis in heart and lung disease models.

Financials and capital structure

• Share price at A$0.25 (as of 12 Nov 2025), market capitalization ~A$59m, and cash of ~A$4.9m, with runway secured to mid-2026.

• Top institutional holders include Fidelity, BioScience Managers, and Fujifilm; top 20 shareholders own ~45%.

• Completed $8.1m capital raise in Dec 2024 to support clinical readouts and manufacturing readiness.