Rein Therapeutics (RNTX) Corporate presentation summary

Strategic focus and pipeline

• Advancing first-in-class, 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 compared to current standards.

• LTI-03 targets idiopathic pulmonary fibrosis (IPF), while LTI-01 addresses loculated pleural effusions; LTI-03 is prioritized for clinical development, with LTI-01 development temporarily delayed to focus resources.

• Multiple programs are ready for Phase 2 trials, including indications in cystic fibrosis and other fibrotic diseases.

Market opportunity and competitive landscape

• IPF affects about 100,000 patients annually in the US, with a median survival of 3–5 years; only two drugs are approved for IPF as of 2025.

• The global IPF market is projected to reach $11.7B, with Ofev® generating $3.6B in 2023 sales; LTI-03’s mechanism could address additional fibrosis conditions.

• LTI-03 offers a unique dual mechanism, potentially providing advantages over competitors by promoting epithelial cell survival and inhibiting profibrotic signaling.

Mechanism of action and preclinical data

• LTI-03 is a seven-amino acid peptide mimicking the caveolin-1 CSD region, regulating multiple fibrosis-related pathways in the lung and other organs.

• Demonstrates both antifibrotic activity and preservation of lung progenitor cells, supporting potential for lung regeneration.

• Preclinical models show LTI-03 inhibits profibrotic proteins and reduces fibrosis markers, with effects comparable to or exceeding current therapies.