Satellos Bioscience (MSCL) Investor presentation summary

Mission and therapeutic focus

• Aims to restore natural muscle regeneration for people with Duchenne muscular dystrophy (DMD) and other muscle diseases.

• Focuses on addressing the ongoing loss of muscle mass and function in DMD, a fatal genetic disease with no cure.

• Targets restoration of muscle regeneration and functional capability, especially as muscle loss accelerates with age.

Market opportunity and competitive landscape

• DMD affects 12,000 individuals in the USA and Canada, with 1 in 5,000 male births affected worldwide.

• Current standard of care, corticosteroids, often leads to severe side effects and does not regenerate muscle.

• Genetic therapies have limitations, only suitable for subsets of patients and not designed for muscle regeneration.

• Peer companies in the DMD space have valuations ranging from $0.18B to $12B.

SAT-3247 clinical development and differentiation

• SAT-3247 is an oral, daily tablet suitable for all DMD patients regardless of genetics.

• Demonstrated safety and tolerability in Phase 1 trials, with no serious adverse events related to the drug.

• Phase 2 trials (BASECAMP for children, TRAILHEAD for adults) are underway, with data expected in 2026.

• Objective is to pursue accelerated approval in 2027 based on muscle regeneration and functional gains.