Coiled Therapeutics (COIL) Investor presentation summary

Clinical and scientific highlights

• AO-252 is the only clinical-stage TACC3 inhibitor, showing 80% clinical benefit rate in heavily pre-treated patients, with no serious adverse events and maximum tolerated dose not yet reached.

• Demonstrates robust efficacy and clean safety profile in preclinical models across ovarian, prostate, TNBC, endometrial, gastric, and brain metastases.

• Dual mechanism: induces DNA damage and activates innate immunity (cGAS/STING), with oral administration and brain penetration.

• Biomarker-driven strategy targets TP53/TACC3 biology, enabling precision patient selection and efficient clinical development.

• Expansion cohorts in ovarian and prostate cancer are underway, aiming for ~40 patients by Q3 2026.

Commercial and strategic positioning

• Addressable market exceeds 350,000 patients in the US and Europe, with established commercial benchmarks in precision oncology.

• Recent pharma transactions for Phase 1 oncology assets in similar indications have reached multi-billion-dollar valuations.

• Active engagement with multiple pharmaceutical organizations, including three under confidentiality agreements, informs clinical and partnering strategy.

• Flexible commercialization options include licensing, co-development, and regional or broader strategic transactions.

• Valuation remains below comparable transaction benchmarks, offering potential upside.

Financials and corporate structure

• Raised £8.5 million at 10p per share during AIM admission in March 2026, with a market cap of ~£40 million as of May 2026.

• 425,856,539 shares outstanding; directors and management hold 37%, retail 31%, related parties 22%, and institutions 10%.

• Management team has a proven track record in oncology drug development and public market transactions.

• Company spun out of A2A Pharmaceuticals in 2025, following a successful reverse takeover and cross-listing on AIM and OTCQB.