MaxCyte (MXCT) Partnership Portfolio presentation summary

SPL portfolio and pipeline

• 28 SPL partners: 10 in research, 6 in preclinical and 12 in clinical; 16 preclinical programs, 13 clinical programs and 1 commercial program.

• The portfolio represents ~ $105M in precommercial milestone potential, with >$30M in milestone payments to date through the SPL model.

• Active clinical trials span genetic disease, blood cancer, solid tumors, autoimmune disease and neurodegenerative disease.

Clinical and commercial outlook

• CASGEVY was approved in 2023 by the US FDA, European Commission and additional regulatory bodies.

• 5 candidates are set to enter pivotal studies in the next 6–18 months, with launch potential in 2027–2028; 9 Phase 1 candidates have launch potential from 2028 onward.

• 16 preclinical candidates have launch potential from 2032 onward.

• Programs nearing pivotal development include Sofi-cel and undisclosed programs; listed earlier-stage assets include Zugo-cel and Azer-cel.

SPL revenue model

• Illustrative GTX economics: $0.25M annual license fee per GTX, ~ $12M in development and regulatory milestones, and ~ $79M in aggregate royalties.

• The illustration assumes first approval in Year 7, approval in 3 geographic regions, $1.0B peak sales and a 1.0% royalty rate.