Poseida Therapeutics (PSTX) 2024 Cantor Fitzgerald Global Healthcare Conference summary

Leadership and company outlook

• New CEO and CMO express optimism and highlight a period of significant news flow through year-end.

• Company positions itself as a platform technology firm with proprietary assets in cell therapy and genetic medicines.

• Focus on non-viral, allogeneic CAR-T therapies using T stem cell memory cells and a proprietary genetic engineering toolkit.

• Emphasis on a suite of integrated, proprietary technologies for both ex vivo and in vivo applications.

Technology platform and differentiation

• Utilizes a non-viral, transposon-based gene insertion approach paired with a high-fidelity Cas-CLOVER gene editor, offering up to 25-fold higher fidelity than Cas9.

• Proprietary manufacturing technologies enable high-yield cell growth without cytokines and support in-house lipid nanoparticle development.

• Integrated toolkit allows for unique, concerted delivery of allogeneic CAR-Ts and in vivo genetic medicines.

Strategic partnerships and collaborations

• Roche partnership, now over two years, covers lead allogeneic CAR-T programs for hematologic malignancies, including P-BCMA-ALLO1 and P-CD19CD20-ALLO1.

• Poseida leads clinical development through phase I, with Roche funding and options for additional programs.

• Roche accelerated milestone payments due to strong execution and progress.