Sensei Biotherapeutics, Inc. · NASDAQ:SNSE
Sensei Biotherapeutics — Faeth Therapeutics — Corporate Update (November 2026)
36 slides from Sensei Biotherapeutics's corporate update, Nov 9, 2026
Slide 1: PIKTOR Phase 2 Endometrial Cancer Topline Results
FAETH THERAPEUTICS PIKTOR Phase 2 Endometrial Cancer Topline Results NOVEMBER 9, 2026 Exhibit 99.1
Slide 2: Forward-looking statements
This Presentation contains forward-looking statements of Faeth Therapeutics, Inc. (the “Company”) within the meaning of the federal securities laws. Words such as “may,” “will,” “should,” “could,” “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate,” “potential” and similar terms identify
Slide 3: Agenda
Monday, November 9, 2026 INTRODUCTION 1 2 3 4 5 Introduction Anand Parikh, Chair, CEO and Co-Founder PIK-201 Phase 2 data: disease, design, efficacy, and safety Dr. Debbie Chirnomas, Chief Medical Officer Clinical perspective on endometrial cancer David Starks, MD, MPH, Gynecologic Oncologist, Avera
Slide 4: Potentially first-in-class activity
1 Potentially first-in-class activity We believe PIKTOR is the first oral multinode PAM inhibitor to show potentially durable activity in endometrial cancer 2 Encouraging preliminary PFS in post-I/O, post-platinum setting Confirmed ORR of 33%1, DCR of 83%, with KM estimated mPFS of 7.4 months Confir
Slide 5: Targeting the PI3K/AKT/mTOR pathway
Targeting the PI3K/AKT/mTOR pathway to address one of the most frequent genomic drivers in solid tumors1 1 cBioPortal References: Cerami et al., Cancer Discov. 2012, and Gao et al., Sci. Signal, 2013. Source: cBioPortal, TCGA PanCancer Atlas uterine corpus endometrial carcinoma (n=509); split by PIK
Slide 6: PIKTOR potential to address several large markets
TODAY'S DATA PIKTOR - Potential to address several large markets INTRODUCTION Ongoing Development Future Potential Expansion U.S. TAM 2L Endometrioid Endometrial Cancer ~$2.5B ~9,000 pts × ~9.7 cycles U.S. TAM 2L HR+/HER2- Breast Cancer ~$10B ~32,000 pts × ~10 cycles U.S. TAM 1L HR+/HER2- Breast Can
Slide 7: Dr. Debbie Chirnomas, Chief Medical Officer
Arvinas VP, Oncology Clinical Development Gamida Cell VP, Clinical Development Pfizer Medical Director / Medical Strategy Head Yale School of Medicine Assistant Professor, Director of Pediatric Stem Cell Transplant Dr. Debbie Chirnomas, MD MPH Chief Medical Officer CLINICAL Background Dr. Debbie Chi
Slide 8: Clinical
FAETH THERAPEUTICS Clinical NOVEMBER 9, 2026
Slide 9: Endometrial cancer: high unmet need
Metabolic in nature Associated with metabolic syndrome and obesity5 The most common gynecological cancer (~68k new U.S. cases annually)1 Unlike many cancers, both new cases and mortality are increasing2 High unmet need Chemotherapy remains the backbone, with very limited 2L treatment options3 Domina
Slide 10: Endometrioid cancers driven by estrogen and PAM signaling
Estrogen driven — unopposed estrogen from obesity, anovulation, PCOS, and other causes ER/PR high PAM alterations in >90% of cases Endometrioid ~80% of cases1 | hormone-dependent Less estrogen-driven: arises in atrophic endometrium, older patients, less strongly linked to obesity ER/PR low or absent
Slide 11: Median PFS of options after 1L in advanced endometrial cancer
Selected options for advanced endometrial cancer after 1L report median PFS of 3.8 to 7.3 months PIK-201 population: second line or later, post immune checkpoint inhibitor and platinum Median PFS for the options shown, from separate trials with different populations and eras; other options (e.g., tr
Slide 12: GOG-3111/FTH-PIK-201 Phase 2 study design
Eligibility Criteria Endometrioid endometrial cancer Second line or later Post immune checkpoint inhibitor and platinum Must have a PI3K/AKT/mTOR pathway mutation Study is being conducted in partnership with: ORR: objective response rate. PFS: progression-free survival. CBR: clinical benefit rate. D
Slide 13: Baseline demographics
Characteristic Overall (N=42) Median Prior Lines of Therapy 2 (range 1-4) 1 2 3 4 9 (21%) 18 (43%) 10 (24%) 5 (12%) Prior Taxane Prior IO Prior ADC 42 (100%) 41 (98%) 4 (10%) Distant metastases 32 (76%) including peritoneal spread Lung mets Liver mets 38 (90%) 15 (36%) 10 (24%) *Diabetes determinati
Slide 14: Confirmed ORR of 33% in efficacy-evaluable patients
PIKTOR + Paclitaxel achieved confirmed ORR of 33% (12/36) in efficacy-evaluable patients Best percent change in target lesion sum from baseline, by patient (N=36) EFFICACY The data cut includes 42 treated patients, of whom 36 were efficacy-evaluable. The other six stopped study treatment before thei
Slide 15: Response by PIK3CA status
Response by PIK3CA status EFFICACY *Best overall response of PD due to a new lesion, despite a 50% reduction in target lesions. 10.30.26 data cut. On treatment
Slide 16: Potentially durable and clinically meaningful activity
PIKTOR + Paclitaxel showed potentially durable and clinically meaningful activity As of the 10.30.26 data cut. Green arrows denote a patient still on study treatment. Non-evaluable patients are denoted in purple. The data cut includes 42 treated patients, of whom 36 were efficacy-evaluable. The othe
Slide 17: Tumor shrinkage observed with PIKTOR + Paclitaxel
Efficacy-evaluable population. 36 patients with post-baseline measurement. Colored by confirmed best overall response. Each line is one patient; values capped at +/-100%. Dashed lines mark the +20% (progression) and -30% (partial response) thresholds. 10.30.26 data cut. *Best overall response of PD
Slide 18: Preliminary PFS of 7.4 months
Preliminary PFS of 7.4 mo and preliminary PFS6 of 62% in all 42 treated patients (safety population) EFFICACY All 42 treated patients (safety population), of whom 36 were in the efficacy population. The other six stopped study treatment before their first response scan: three because of rapid diseas
Slide 19: ctDNA tumor fraction decrease after one cycle
Exploratory analysis shows decrease in ctDNA tumor fraction after 1 treatment cycle in 13 of 17 efficacy-evaluable patients n=17 patients with paired baseline and C2D1 samples with ctDNA results reported at time of 10.30.26 data cut. Increases above 100% are shown at 100% (actual +1,539%, +300% and
Slide 20: Treatment-related adverse events
TRAEs in more than 20% of patients (safety population) Other TRAE PIK-201 summary of treatment-related adverse events (TRAEs) SAFETY Chart shows TRAEs in more than 20% of patients (N=42), related to any study drug (serabelisib, sapanisertib or paclitaxel); hyperglycemia shown as a select event. Over
Slide 21: Adverse event comparison across trials
All grade % (G3+ %)* PIKTOR with paclitaxel PIK-201 · n=42 Treatment-related Endometrial Breast Cancer Len-Pembro KEYNOTE-775 · n=342 US label Sac-TMT TroFuse-005 · n=384 Treatment-related Capivasertib with fulvestrant CAPItello-291 · n=155 US label Zovegalisib with fulvestrant ReDiscover · n=60a Tr
Slide 22: Hyperglycemia TRAEs in 12% of patients
Hyperglycemia TRAEs occurred in 12% of patients despite 48% of patients having diabetes or prediabetes at baseline Hyperglycemia (% of patients), by agent Grade 1-2 Grade 3-4 Inavolisib n=20, HbA1c <7% 55% 15% 70% Alpelisib n=152, HbA1c ≤6.4% 43% 14% 58% Zovegalisib n=60, HbA1c <7% or FPG <140 35% 8
Slide 23: Stomatitis TRAEs in 2% of patients
Gr. 3 stomatitis TRAEs occurred in 2% of patients, despite no prophylaxis Stomatitis (% of patients), by agent Grade 1-2 Grade 3-4 Alpelisib n=152 34% Zovegalisib n=60 8% Gedatolisib n=260 47% 16% 63% Data are derived from different clinical trials at different points in time. No head-to-head trials
Slide 24: Conclusion: ORR/PFS versus salvage chemotherapy
PIKTOR ORR (%) mPFS (months) CONCLUSION Preliminary ORR/PFS above salvage chemotherapy performance in a heavily pre-treated population Data are derived from different clinical trials at different points in time. No head-to-head trials of PIKTOR and any other drug have been conducted. As a result, cr
Slide 25: ORR/PFS versus investigational ADC therapies and PAM + chemotherapy
Preliminary ORR/PFS in line with investigational ADC therapies and prior PAM + chemotherapy data Confirmed ORR. Estimated mPFS. PIKTOR: PIK-201 topline, data cut 10.30.26. Sac-TMT: 4 mg/kg cohort, China Phase 1/2 study KL264-01 (Kelun-Biotech, CCHIO 2025; data cut 5.21.25). Puxi-Sam: 2.4 mg/kg, B7-H
Slide 26: Data summary: efficacy, safety, differentiation
Data are maturing: 16 of 42 patients remain on treatment; median duration of response not reached. ORR: objective response rate. DCR: disease control rate. PFS: progression-free survival. CI: confidence interval. NR: not reached. ADC: antibody-drug conjugate. TOPO1: topoisomerase 1. Cross-trial comp
Slide 27: Q&A with PIK-201 Principal Investigator Dr. Starks
FAETH THERAPEUTICS Q&A with PIK-201 Principal Investigator Dr. Starks NOVEMBER 9, 2026
Slide 28: Dr. David Starks, MD, MPH
Dr. David Starks MD, MPH Starks et al., Gynecologic Oncology 2022 Lead author, Phase 1 dose escalation study of sapanisertib, serabelisib, and paclitaxel Gynecologic Oncologist, Avera Cancer Institute Sioux Falls, South Dakota David Starks, MD, MPH CLINICAL Background Training MD, University of Mich
Slide 29: Patient with partial response on treatment at 21+ months
A patient with stable disease for 20 months converted to a partial response and remains on treatment at 21+ months Age, Diabetes Status, BMI 53 years, diabetic, BMI 46.4 kg/m2 Prior lines of therapy 2 Histology Pure Endometrioid PIK3CA and PTEN status PIK3CA and PTEN mutations Best response Partial
Slide 30: Patient with complete response in target lesions at 14+ months
A patient with complete response in target lesions remains on treatment at 14+ months Age, Diabetes status, BMI 60 years, no history of diabetes, BMI 27.7 kg/m2 Prior lines of therapy 3 Histology Mixed Endometrioid PIK3CA and PTEN status PTEN mutation Best response Partial response (complete respons
Slide 31: Closing Remarks
FAETH THERAPEUTICS Closing Remarks NOVEMBER 9, 2026
Slide 32: ADC sponsors versus oral multi-node PAM program
1. Lead sponsors of recruiting or active Phase 2/3 ADC trials in endometrial cancer, ClinicalTrials.gov, accessed 1 November 2026; Phase 3: AstraZeneca, Daiichi Sankyo, Genmab, Gilead, GSK, Merck. Logos illustrative. 2. To our knowledge, based on a ClinicalTrials.gov search as of November 2026. ADC:
Slide 33: Anticipated milestones
PIK-201 (EC) Phase 2 readout PIK-201 data update at a medical meeting (mid-2027) Phase 3 EC initiation activities Achieved in 2026 1H 2027 2H 2027 Registrational trial design disclosure 1 PIK-101 (BC) initiated PIK-101 (BC) data CLOSING REMARKS Anticipated milestones 1 Subject to regulatory alignmen
Slide 34: PIKTOR development path and expansion
2025 BJC publication PIKTOR preclinical results published 2026 Phase 2 readout PIK-201 Endometrial cancer 2027 Prepare for Phase 3 endometrial trial; Disclosure of Phase 1b breast data expected 2028+ Potential indication expansion: Ovarian, NRF2-mutated lung cancer, rare disease CLOSING REMARKS We b
Slide 35: Questions and Answers
FAETH THERAPEUTICS Questions and Answers NOVEMBER 9, 2026
Slide 36: Thank you
© »faeth Thank you
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