Coiled Therapeutics Plc · LSE:COIL
Coiled Therapeutics — Investor Presentation (October 2026)
23 slides from Coiled Therapeutics's investor presentation, Oct 1, 2026
Slide 1: Unravelling Cancer's Blueprint
Unravelling Cancer's Blueprint Precision oncology advancing first - in - class therapeutics for patients with high - risk cancers. AIM: COIL | OTCQB: COTXF INVESTOR PRESENTATION Q4 2026
Slide 2: Disclaimer
Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO CANADA, JAPAN, OR THE R EPUBLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO. For the purposes of this document, the “Presentation” shall mean and incl
Slide 3: Why Coiled?
Why Coiled? Unlocking a Validated Cancer Dependency with No 1 Approved Targeted Therapy 4 Catalyst-Rich Through 2027 AO-252 is the only clinical-stage programme targeting TACC3, Initial safety and PK data anticipated Q4 2026, followed by a biologically validated cancer dependency implicated across p
Slide 4: AO-252 Clinical Differentiation
AO - 252 Clinical Differentiation CLEAN EXCEPTIONAL TOLERABILITY TARGET PROFILE SELECTIVITY CONVENIENT One Molecule. Three Advantages. HIGHER OUTPATIENT 1. Multi-Modal Mechanism PROBABILITY OF ADMINISTRATION 2. Brain Penetration RESPONSE 3. Biomarker-Driven Precision ACCESS TO MULTI-MODAL CNS METS M
Slide 5: TACC3: A Validated Cancer Dependency With No Approved Targeted Therapy
TACC3: A Validated Cancer Dependency With No Approved Targeted Therapy Validated Biology Broad Institute DepMap analysis across thousands of cancer cell lines confirms TACC3 as a selective survival dependency in multiple tumour types. Similar approaches helped validate targets including BRCA, KRAS a
Slide 6: AO-252: One Molecule. Multi-Modal MOA.
AO - 252: One Molecule. Multi - Modal MOA. AO - 252 TACC3 inhibition Multi - Modal Mechanism of Action 1 AO-252 disrupts TACC3, causing DNA damage, replication stress in DNA Damage DNA fragments cancer cells and immune activation. released Innate Immune Activation ( cGAS /STING) 2 Damaged DNA activa
Slide 7: AO-252: Robust Pre-Clinical Validation
AO - 252: Robust Pre - Clinical Validation Demonstrated tumour regression as monotherapy across multiple difficult-to-treat solid tumour models, including ovarian, triple-negative breast cancer (TNBC), endometrial, gastric, and prostate cancers. Notably, the compound showed robust efficacy in in viv
Slide 8: AO-252: Phase I Design and Summary
AO - 252: Phase I Design and Summary Part A: Monotherapy Dose Escalation Part B: Dose Expansion Endpoints Accelerated titration design 2 Doses QD Cohorts BID Cohorts Advanced Solid Primary Endpoints: 400 mg 200mg Tumors Safety and tolerability Determine the MTD/RP2D 320 mg 120 mg With or without Bra
Slide 9: Phase 1 Clinical Trial: Robust Early Signals
AO - 252 Phase 1 Clinical Trial: Robust Early Signals Clinical benefit while dose optimisation remains ongoing. PHAS E 1 (NC T061368 84) 80% NO SAEs 5 ≥6 mo Clinical Benefit Rate No Serious Adverse Events Median Prior Therapies Duration of Response Cohort 4b — 2x daily Room to optimise as maximum to
Slide 10: AO-252: Clinical Development Strategy
AO - 252: Clinical Development Strategy Initially focused on indications where differentiated biology, early clinical activity and significant unmet need create the clearest path to value creation. Ovarian Cancer Prostate Cancer Platform Expansion Lead Expansion Cohort Second Expansion Cohort Opport
Slide 11: AO-252 Commercial Opportunity
AO - 252 Commercial Opportunity Development within commercially validated oncology markets where precision medicines have already created multi-billion-dollar value. 350K+ Estimated Addressable Patients >$20B Proven Oncology Markets >$3B Recent Strategic Transaction Benchmark Biomarker-defined popul
Slide 12: Value Creation Roadmap
AO - 252 Value Creation Roadmap 2026–2027 CLINICAL MILESTONES Significant progress achieved New formulation introduced Two initial dose-escalation cohorts enrolled Accelerated patient enrolment, on track to dose up to 30 patients with new formulation H2 2026 H1 2027 H2 2027 Clinical Dataset Bu
Slide 13: Recent Oncology Transactions
Recent Oncology Transactions Comparable transactions vary by modality and maturity but demonstrate sustained pharmaceutical demand for differentiated early-stage oncology assets. UPFRONT MILESTONES TOTAL DEAL PATIENT DATE ACQUIRER TARGET PHASE INDICATIONS PAYMENT / CVRS VALUE NUMBER Pre-clinical / J
Slide 14: Pipeline: Multi-Modal, Multi-Indication
Pipeline: Multi - Modal, Multi - Indication DISCOVERY IND - ENABLING PHASE 1 PHASE 2 & 3 AO - 252 Ovarian & Phase 1 (Dose Expansion) TACC3 PPI Inhibitor First-in-Class Small Prostate Cancer Molecule Primary focus — efficacy demonstrated; expansion targeting up to 30 patients by YE 2026 First patient
Slide 15: Management & Board of Directors
Management & Board of Directors Dr Sotirios Stergiopoulos Sridhar Vempati EXECUTIVE CHAIRMAN CHIEF EXECUTIVE OFFICER • Physician executive with extensive pharmaceutical • ~20 years in drug discovery, oncology experience, particularly in Oncology research & business strategy; proven • Former CMO of m
Slide 16: Five Reasons
Five Reasons First-in-Class Clinical Asset Coiled Development Strategy 1 Human Proof-of-Concept Emerging Only Clinical-Stage TACC3 Programme Clinical Activity Before Optimisation Differentiated Biology Commercially Relevant Development Strategy 2 Ovarian Biomarkers Human Proof-of-Concept
Slide 17: Thank You
Thank You Coiled Therapeutics plc | www.coiledplc.com | [email protected] UK Investor Relations US Investor Relations Burson Buchanan Harbor Access Jamie Hooper Matt Kelly [email protected] [email protected] +44 (0)20 7466 5000 +1 475 477 9403 AIM: COIL | OTCQB: COTXF
Slide 18: Appendix
Appendix AIM: COIL | OTCQB: COTXF
Slide 19: Capital Structure & Financials
Capital Structure & Financials AIM Admission 27 March 2026 Placing Price 10 pence per share Shareholder Structure Gross Fundraise £8.5 million (~$11.3M USD) Directors & Management Market Cap ~£40 million (May 2026) 37% Share price ~10p Institutional 10% Total Shares Outstanding 426,791,322 Retail Re
Slide 20: Company Strategy & History
Company Strategy & History Coiled Therapeutics, Inc. spun out of A2A Pharmaceuticals to 2025 advance AO-252, a first-in-class TACC3 inhibitor already in Phase Company Facts 1 clinical development. Exchange AIM (London) + OTCQB (US) March – Reverse takeover of AIM-listed Roquefort Therapeutics, 2026
Slide 21: TACC3: A Validated Cancer Dependency
TACC3: A Validated Cancer Dependency W HA T IS T AC C3? TACC3 is a protein essential for cell division. Many cancers become highly dependent on TACC3 to sustain growth and survive genetic stress. Why is it important? Why is it considered validated? Novel Drug Target. TACC3 is considered a validated
Slide 22: AO-252 Mechanism of Action Visual
AO - 252 Mechanism of Action Visual M UL TI-TAR G E TE D P PI DI SR UP TION By disrupting TACC3’s protein-protein interactions, AO-252 induces mitotic & replication stress through impairment of the DNA damage repair process and activation of immunity, leading to cancer cell death, particularly in TP
Slide 23: STAT-6 Programme: A Second Pipeline Opportunity
STAT - 6 Programme — A Second Pipeline Opportunity STAT-6 is the master transcription factor behind IL-4/IL-13 signalling — the same pathway Dupixent targets upstream to generate over £10 billion in 2024 revenue. CO-002 uses siRNA to silence STAT-6 at the mRNA level, a mechanistically distinct and p
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