Serina Therapeutics (SER) H.C. Wainwright 28th Annual Global Investment Conference summary

Clinical development progress

• Lead asset SER-252 is in a phase I-B registrational study for advanced Parkinson's disease, with cohort one dosing complete and cohort two dosing underway.

• Independent safety monitoring committee cleared advancement to cohort two after reviewing blinded safety and tolerability data.

• Top-line data from the single ascending dose portion is expected in the first half of 2027.

• SER-290 has been prioritized ahead of SER-270 as the next drug candidate, with public disclosure planned for Q4.

• $21 million+ private placement closed in April 2026, with $23 million in cash reported as of June 30th.

Product differentiation and market opportunity

• SER-252 is designed to deliver continuous dopaminergic stimulation without surgery, daily pump setup, or skin reactions.

• Utilizes a known API (apomorphine) with optimized delivery via the POZ platform and a patient-centered device (enFuse system).

• Target population includes approximately 250,000 advanced Parkinson's patients inadequately controlled on oral therapy in the U.S., EU4, and U.K.

• Only 5%-10% of eligible advanced patients currently use device-based therapy, highlighting significant unmet need.

• Market is expanding due to recent product launches, validating demand and infrastructure for continuous therapy.

Competitive landscape and positioning

• Existing therapies like Duopa, Vyalev, and Apokyn validate demand but are limited by surgical requirements, pump burden, and skin reactions.

• SER-252 aims to address these limitations with a compact, on-body system offering twice-weekly delivery and brief wear time.

• No tubing, visible needle, or electronics; device is mechanical and push-button operated, improving usability for patients with motor complications.

• Category expansion and potential share capture are expected if clinical validation is achieved.

• FDA-aligned 505(b)(2) NDA pathway pursued, potentially allowing for a streamlined regulatory process.