Rein Therapeutics (RNTX) Corporate presentation summary

Strategic focus and pipeline

• Advancing multi-pathway therapies for orphan pulmonary and fibrosis indications, with LTI-03 as a lead candidate showing antifibrotic and regenerative properties and a favorable safety profile to date.

• LTI-03 targets idiopathic pulmonary fibrosis (IPF), while LTI-01 is developed for loculated pleural effusions; LTI-03 is in Phase 2, and LTI-01 development is temporarily delayed to prioritize LTI-03.

• Additional programs target malignant pleural effusion and cystic fibrosis, with multiple fibrotic indications in the pipeline.

Market opportunity and competitive landscape

• IPF affects about 100,000 patients annually in the US, with a median survival of 3–5 years post-diagnosis.

• Only three drugs are approved for IPF as of 2025; the global IPF market is projected to reach $11.7B, with Ofev® leading at $4.0B in 2024 sales.

• LTI-03’s mechanism could address other fibrosis conditions beyond the lung, including heart, kidney, liver, skin, and eyes.

• Competitive landscape includes multi-pathway and single-pathway therapies, with LTI-03 positioned as a multi-pathway, caveolin-1 CSD mimic targeting multiple cell types.

Scientific rationale and mechanism of action

• Caveolin-1 regulates proteins involved in fibrosis across multiple organs; its loss in fibrotic states disrupts cellular homeostasis.

• LTI-03 is a seven-amino-acid peptide mimicking the caveolin-1 CSD, affecting phosphorylation of profibrotic proteins and delivered via dry powder inhaler.

• Preclinical models show LTI-03 inhibits profibrotic proteins comparably to Ofev® and preserves critical lung progenitor cells, supporting both antifibrotic and regenerative activity.