Senti Biosciences (SNTI) H.C. Wainwright 27th Annual Global Investment Conference summary

Key technology and pipeline overview

• Logic Gate technology enables engineered cell therapies to selectively kill cancer cells while sparing healthy cells, using multiple engineered receptors and gene circuits.

• SENTI-202, the lead program, targets relapse/refractory AML by attacking CD33 and FLT3 while protecting healthy cells via Endomucin recognition.

• Additional features include payload arming, Regulator Dial for activity control, and Smart Sensors for spatial/temporal therapy activation.

• Pipeline expansion is planned for related indications like MDS and solid tumors, leveraging the same technology.

Clinical trial results and efficacy

• SENTI-202 is an off-the-shelf allogeneic NK cell therapy, allowing rapid patient access and overcoming autologous therapy limitations.

• Phase I trial showed positive preliminary efficacy, with 5 of 7 patients achieving ORR and 4 of 7 achieving CR, all with MRD negativity.

• Significant bone marrow blast reduction and durable responses (4–8+ months) were observed in high-risk, heavily pretreated AML patients.

• The therapy was well tolerated, with most adverse events related to lymphodepletion and strong evidence of healthy cell protection.

Mechanism of action and safety profile

• SENTI-202 uses an activating CAR for dual targeting, an inhibitory CAR for healthy cell protection, and IL-15 for enhanced activity.

• CyTOF analysis confirmed significant reduction in leukemic stem cells, especially in CR patients.

• Platelet and neutrophil counts recovered post-treatment, indicating protection of healthy hematopoietic cells.

• Repeat dosing and multi-cycle delivery are feasible, with cell persistence for about two weeks per cycle.