Senti Biosciences (SNTI) H.C. Wainwright 26th Annual Global Investment Conference 2024 summary

Strategic focus and clinical pipeline

• Emphasis on next-generation cell and gene therapies for oncology, with SENTI-202 targeting AML and SENTI-301A for liver cancer.

• SENTI-202 aims to address AML's disease heterogeneity and safety issues using proprietary Logic Gate technology.

• SENTI-301A targets GPC3 in liver cancer, with first patient dosing planned for this year and a strategic collaboration in China.

• Initial clinical data for SENTI-202 expected before year-end 2024, with durability data in 2025.

• Platform expansion potential into solid tumors and other cell types, leveraging AI-driven design.

Technology and innovation highlights

• Logic Gate platform enables precise targeting of cancer cells while sparing healthy cells, using multi-antigen recognition and inhibitory CARs.

• Multi-arming gene circuits allow engineered cells to deliver multiple therapeutic payloads for enhanced efficacy.

• Calibrated Release IL-15 technology supports NK cell persistence and stimulates broader immune response.

• Smart Sensor and Regulator Dial technologies provide spatial and temporal control over therapy activity.

• Reveal Design Platform integrates bioinformatics and AI for rapid gene circuit development.

Preclinical and clinical data

• SENTI-202 demonstrates robust in vitro and in vivo anti-tumor activity, including long-term survival in mouse models.

• Inhibitory CAR targeting endomucin protects healthy hematopoietic stem cells, achieving over 75% protection in studies.

• Calibrated Release IL-15 enhances NK cell survival and immune activation in preclinical models.

• SENTI-301A shows strong serial killing of tumor cells and significant in vivo activity in solid tumor models.

• Clinical protocols allow for repeated dosing and synergy with lymphodepletion regimens.