Rein Therapeutics (RNTX) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Key presentations and scientific rationale

• Highlighted LTI-03 as a novel, first-in-class inhaled peptide targeting idiopathic pulmonary fibrosis (IPF) with a dual mechanism: antifibrotic activity and epithelial protection.

• Emphasized the rationale for using caveolin scaffolding domain peptides (CSDs) to restore homeostatic signaling lost in fibrotic diseases, supported by preclinical and clinical data.

• Outlined the competitive landscape, noting LTI-03’s multi-pathway approach compared to approved and pipeline therapies.

• Presented evidence that LTI-03 is well-tolerated, with no severe adverse events or gastrointestinal signals in early clinical trials.

• Discussed the significant unmet need and commercial opportunity in IPF and related fibrotic diseases.

Preclinical and clinical data highlights

• LTI-03 demonstrated broad antifibrotic effects in vitro and in ex vivo IPF lung tissue, attenuating key profibrotic markers and restoring alveolar epithelial cell function.

• In animal models, inhaled LTI-03 reduced fibrosis, collagen deposition, and inflammatory markers, with efficacy comparable to standard-of-care drugs.

• Phase 1b clinical trial showed LTI-03 was safe and well-tolerated at 5mg and 10mg doses, with minimal systemic exposure and positive biomarker trends.

• Exploratory biomarkers in the Phase 1b trial indicated attenuation of TSLP, IL-11, and COL1A1, consistent with preclinical findings.

• LTI-03 reduced surfactant protein D (SPD), a key biomarker linked to lung function decline, by 4.6% over two weeks.

Pipeline, trial status, and future plans

• Multiple orphan disease programs are advancing, with LTI-03 now enrolling in a Phase 2 trial (RENEW, NCT06968845) for IPF.

• The RENEW Phase 2 trial will randomize up to 120 participants to low- and high-dose LTI-03 or placebo for up to 24 weeks.

• Additional programs targeting loculated pleural effusion and cystic fibrosis are Phase 2-ready.

• Forward-looking statements include plans to report Phase 2 data in the second half of 2026 and expectations for cash runway into Q1 2028.

• Management team comprises experienced biotech and pulmonary leaders, with strong industry and academic backgrounds.