Cynata Therapeutics (CYP) Investor presentation summary

Strategic positioning and technology

• Commercializing Cymerus™, a platform producing mesenchymal stromal cells (MSCs) from a single blood donation, enabling scalable and consistent cell therapy production.

• Cymerus™ MSCs demonstrate superior consistency, potency, and immunomodulatory effects compared to donor-derived MSCs, validated by independent research.

• Four clinical programs are underway, including advanced Phase 2 and 3 trials targeting major indications.

• Strong intellectual property position and early clinical efficacy signals support first-mover advantage in a high-barrier market.

Financial overview and capital structure

• Share price at A$0.35 with a market capitalization of approximately A$83 million as of February 2026.

• Cash runway secured through mid-2026, supported by institutional investors such as Fidelity, BioScience Managers, and Fujifilm.

• Top 20 shareholders hold about 48% of shares, indicating a tightly held register.

• Current valuation does not reflect the value of the advanced clinical pipeline and upcoming catalysts.

Clinical pipeline and upcoming catalysts

• Two major clinical trial readouts expected in 2026: Phase 3 osteoarthritis (CYP-004) and Phase 2 acute graft versus host disease (CYP-001).

• Osteoarthritis trial is the world’s largest MSC-based study, aiming to demonstrate disease modification and reduce the need for surgery.

• aGvHD program targets steroid-resistant cases with promising Phase 1 results and ongoing Phase 2 trial; regulatory milestones achieved in US and EU.

• Additional programs include kidney transplantation (Phase 1/2 ongoing) and diabetic foot ulcers (successful Phase 1).