SV Health Investors Forum 2024 Booklet

14:00 – 14:10 UK Opening Remarks

09:00 – 09:10 ET

06:00 – 06:10 PT

Houman Ashrafian, Managing Partner, SV

Kate Bingham, Managing Partner, SV

14:10 – 14:50 UK

09:10 – 09:50 ET

06:10 – 06:50 PT

Transformative science to innovative therapeutics

Chair: Christian Jung, Partner, SV

Valeria Fantin, Global Head of Oncology Research, Sanofi

Richard Hargreaves, Senior VP Head of Neuroscience

Research and Early Development, Bristol Myers Squibb

Sophie Papa, CMO, Enara Bio

Jan Thirkettle, CEO, Transine Therapeutics

14:50 – 15:30 UK Building the biotech companies of the future

09:50 – 10:30 ET Chair: Simone Fishburn, VP & Editor in Chief, BioCentury

06:50 – 07:30 PT

Johnston Erwin, CEO, TRex Bio

Brad Robling, VP, Lilly Ventures, Eli Lilly & Co

Graeme Smith, CSO, Artios

Nicki Thompson, CEO, Amphista

15:30 – 15:50 UK Break

10:30 – 10:50 ET

07:30 – 07:50 PT

15:50 – 16:20 UK Fireside chat

10:50 – 11:20 ET

Houman Ashrafian, Managing Partner, SV

07:50 – 08:20 PT in conversation with

Sir Harpal Kumar, President, Biopharma Business & Europe, GRAIL

16:20 – 17:00 UK

The patient impact of next generation therapies

11:20 – 12:00 ET Chair: Kate Bingham, Managing Partner, SV

08:20 – 09:00 PT

Lance Berman, CMO, Pulmocide

Hilary Evans, Chief Executive, Alzheimer’s Research UK

Michael Hayden, CEO, Prilenia

Clare Terlouw, Head of Ventures, LifeArc

17:00 – 19:00 UK

Drinks Reception

SV Therapeutics Team

Catherine Ahern Executive Assistant Houman Ashrafian MD PhD Managing Partner

Alex Badamchi‐Zadeh PhD Senior Associate

Laurence Barker PhD MBA Partner

Jonathan Behr PhD Partner

Kate Bingham MBA DBE Managing Partner

Dan Burgess MBA Venture Partner

Alanya Calleja Executive Assistant

James Costine CA(SA) MBA Finance Partner Ailsa Craig Investment Manager, IBT

Lucy Costa Duarte Head of Investor Relations, IBT

Freya Easton MPhil Senior Analyst

Charles Dunn MSci ACA Senior Associate

Georgina Ewels Director, Investor Relations, Impact & Fundraising

Tanya Finn Executive Assistant

Pranavan Gunaratnam

David Guyer MD Venture Partner

Tim Harris PhD Venture Partner

Susan

Christian Jung PhD Partner

Ray Jupp PhD Venture Partner

Dirk Landgraf PhD Vice President

Hannah Maunder IR & Comms Associate

Duncan McHale MD PhD Venture Partner

Ruth McKernan PhD CBE Venture Partner

Mariann Metsis Executive Assistant

Jonathan Mott Compliance Officer

Jodie O’Neill Assistant Accountant

Jane Osbourn PhD OBE Venture Partner

Kevin Pojasek PhD Venture Partner

Marek Poszepczynski MSc Investment Manager, IBT

David Reynolds PhD Venture Partner

Mike Quigley PhD Venture Partner

Anne Prener MD PhD Venture Partner

Mike Ross PhD Senior Partner

Luca Santarelli MD Chair, DDF SAB

Alex Sinclair‐Wilson PhD Associate Darshi Singh IT Manager

Jim Summers PhD Venture Partner

Nikola Trbovic PhD Partner

Neil Weir PhD Venture Partner

Joanna Wolak PhD Venture Partner

Jade Woods ACA Fund Controller

Huiyuan Zhang PhD Senior Analyst

Panelist Biographies

Lance Berman

Chief Medical Officer, Pulmocide

Lance brings over 25 years of experience in clinical development, medical affairs and corporate leadership working in both large pharma and small pharma start‐ups. Prior to Pulmocide, Lance served as a Venture Partner at Ysios Capital and was Chief Medical Officer and Senior Vice President at Relypsa

Johnston Erwin

Chief Executive Officer, TRex Bio

Johnston joined TRex Bio in May 2021. Prior to his role at TRex Bio, he was Vice President, Corporate Business Development – Lilly New Ventures at Eli Lilly & Co having spent 36 years at Lilly. Between 2002 and 2014, he led the clinical team which made global regulatory submissions for the brands of Evista and Forteo. Under his leadership, both brands were approved in more than 80 countries and reached

in the San Francisco Bay area where he was responsible for building and leading the Company’s clinical development, medical affairs and drug safety functions, as well as playing a key role in the preparation and execution of the company’s IPO. In addition to his clinical development work across multiple therapeutic areas, Lance has also worked with commercial teams to secure product reimbursement and to plan and execute product launches. Lance received his Bachelor of Medicine and Bachelor of Surgery (MB.ChB) degree from the University of Cape Town, South Africa and holds a Master’s in Science in Pharmaceutical Medicine.

“blockbuster” status of greater than $1 billion in worldwide sales each.

Starting in 2014 and until his retirement in 2021, Johnston led Lilly New Ventures, Lilly’s internal venture capital investment team. During his tenure, the invested capital grew more than five times and was cash‐on‐cash positive for seven consecutive years. Given the strategic nature of Lilly’s investments, they acquired >10 companies and established collaborations with >20 companies where Johnston was part of the founding investment team, investor or board member. Upon his retirement, Lilly had >45 direct investments.

Panelist Biographies

Hilary Evans

Chief Executive, Alzheimer’s Research UK

Alzheimer’s Research UK (ARUK), the UK’s leading dementia research charity, is committed to investigating the causes of dementia and developing ways to prevent, diagnose, treat and, ultimately, cure all forms of the condition. As Chief Executive since 2015, Hilary has led the transformation of the charity to one of the leading medical research charities in the

Valeria Fantin

SVP & Head of Research, GSK

Valeria joined Sanofi in 2021 and has more than 16 years of industry experience in exploratory biology and oncology drug discovery and development. Valeria is a passionate scientist who has been at the forefront of discovery research in oncology and has an impressive track record leading teams and external collaborations.

Simone Fishburn

VP & Editor in Chief, BioCentury

Simone is responsible for strategic growth and editorial direction of content and data across BioCentury’s intelligence platform, covering innovation across the ecosystem, including financing, R&D, regulatory and policy priorities for the biopharma industry.

UK. She has overseen a significant growth in income in recent years, with ARUK being one of the fastest growing UK charities, particularly focused on innovative projects and those that unite charity, academic and private sectors in the search for new dementia treatments. Hilary is driven and fascinated by ideas that can make a difference and has led major public campaigns to change public perceptions of dementia and break down the stigma around these diseases.

Previously Hilary worked at Age UK and brings experience of working in Government and the pharmaceutical industry.

Prior to her role at Sanofi, she led Oncology Research at Gilead Sciences with a focus on immuno‐oncology. She also held numerous leadership positions in both biotech and pharma, developing therapeutics to target mechanisms of tumorigenesis and therapy resistance.

Valeria earned her B.S. in Chemistry from Universidad del Salvador‐Argentina and her Ph.D. in Molecular and Cellular Biology from Dartmouth Medical School. She completed her postdoctoral training in cancer metabolism and signal transduction in the Department of Genetics, at Harvard Medical School and the Howard Hughes Medical Institute.

She moderates panels globally, is co‐host of The BioCentury Show and a regular on the BioCentury This Week podcast. She is an active advocate for women in leadership and was president and then board member at Women in Bio.

Simone started out as a bench researcher, performed a post‐doc at UCSF and then worked in research for over a decade in biotech. She holds a Ph.D. in Molecular Pharmacology from the Weizmann Institute of Science, and an M.A. and B.A. in Pharmacology from Cambridge University, and is a Fulbright scholar.

Panelist Biographies

Richard Hargreaves

Senior VP Head of Neuroscience Research & Early Development, Bristol Myers Squibb

Prior to his role at Bristol Myers Squibb, Richard held leadership positions in neuroscience, imaging and biomarkers at Merck, Biogen and Celgene. He has brought multiple novel central nervous system (CNS) PET imaging agents and neuroscience drug

Michael Hayden

Chief Executive Officer, Prilenia

Prior to his role at Prilenia, Michael was the President of Global Research & Development and Chief Scientific Officer at Teva. During this time, he led the approval of 35 new products in major markets with many for diseases of the central nervous system

Sir Harpal Kumar

President, Biopharma Business & Europe, GRAIL

Prior to GRAIL, Sir Harpal was SVP/Head of Innovation EMEA at Johnson & Johnson. Before that he spent over 15 years with Cancer Research UK (CRUK) as Chief Executive, and as Chief Operating Officer beforehand, also serving as Chief Executive of Cancer Research Technology. Before CRUK, he worked with McKinsey & Co, and was Chief Executive Officer of

candidates to the clinic and several to successful registration.

Richard holds a BSc and Ph.D. from Chelsea/Kings College, London University UK. He is an Honorary Fellow of the British Pharmacological Society and Industry Visiting Professor within the Nuffield Department of Clinical Neurosciences, University of Oxford. He has published more than 220 journal articles and been recognized by awards from the ASPCT for his work on CNS discovery imaging and the British Pharmacological Society with the Sir James Black Award for Drug Discovery.

(CNS) including the approval of Austedo, the second drug ever to be approved for Huntington’s disease. Michael is also a Killam Professor at the University of British Columbia and a Senior Scientist at the Centre for Molecular Medicine and Therapeutics. Michael was named one of the 50 Canadians born in the 20th century who have changed the world. He is the co‐founder of five biotechnology companies including Prilenia, NeuroVir Therapeutics Inc., Xenon Pharmaceuticals Inc., Aspreva Pharmaceuticals Corp and 89bio. He currently sits on the boards of several public and private biotechnology companies.

The Papworth Trust and Nexan Group. Sir Harpal received a first‐class Masters in Chemical Engineering from Cambridge University, and an MBA as a Baker Scholar from Harvard Business School. He is an Honorary Fellow of the Academy of Medical Sciences, Royal College of Radiologists, Association of Cancer Physicians and St John’s College, Cambridge. In 2016, he was knighted for services to cancer research. He is a Board Member of Our Future Health and a member of the President's Advisory Council for the European Association of Cancer Research. Sir Harpal is also a member of the Oversight Committee of the Covid‐19 National Core Studies.

Panelist Biographies

Sophie Papa

Chief Medical Officer, Enara Bio

As well as her role at Enara Bio, a company focused on novel cancer targets, Sophie remains a Clinical Reader at King’s College London (KCL) with a laboratory working on CAR‐T cell engineering. Sophie has over 20 years of clinical medical experience, most latterly as a consultant medical oncologist at Guy’s and St Thomas’ NHS Foundation Trust (GSTT).

Brad Robling

VP Corporate Business

Development, Lilly New Ventures, Eli Lilly and Company

Brad is focused on managing Lilly’s venture capital strategy and investments globally. Prior to joining the Eli Lilly venture team, he held positions in business

Graeme Smith

Chief Scientific Officer, Artios Pharma

Graeme has responsibility for Artios' scientific strategy and drug discovery projects in the DNA Damage Response (DDR) area. Prior to Artios, Graeme held the positions of Senior Project Leader

Sophie led the cell therapy program delivering industry and academically sponsored complex cell therapy trials. Sophie was a Principle Investigator in the Early Phase Trials Team and has extensive experience in early to late phase oncology trials. She has published over 50 papers in peer reviewed journals.

Sophie received her doctorate in CAR‐T cell therapy from KCL and her medical degrees from the University of Oxford and Imperial College London. She was awarded a Medical Research Council Clinical Scientist Fellowship in 2013 and is a Fellow of the Royal College of Physicians.

development and investor relations. Prior to joining Lilly, he held business development and finance positions for a global 100 technology company and two startup companies in the Bay Area. He also spent over 10 years at financial consulting companies: Deloitte Consulting and Ernst & Young. Brad currently serves on the boards of SV portfolio company, Sitryx Therapeutics as well as Cedilla Therapeutics and Auron Therapeutics.

and Senior Director of Bioscience at AstraZeneca within the oncology therapy area. In these roles

Graeme led teams in the discovery and development of novel anti‐cancer agents delivering novel therapies into the clinic. Graeme was previously at SV portfolio company, KuDOS Pharmaceuticals where he was a co‐inventor of Lynparza™ (olaparib) and the concept of synthetic lethality in a DDR defective background, eg BRCA1/2 loss. Lynparza was the first PARP inhibitor to reach the market.

Panelist Biographies

Clare Terlouw

Head of LifeArc Ventures, LifeArc

Clare is responsible for LifeArc’s venture investments across the life science sector, which include a portfolio of direct and indirect investments. She is the head of the investment team and a member of

Jan Thirkettle

Chief Executive Officer, Transine Therapeutics

Jan has more than 25 years’ experience of pharmaceutical development and has held leaderships role in the commercialisation of therapeutics across all modalities. Jan joined Transine from Freeline Therapeutics where he was start up Chief Executive Officer and Chief Development

Nicki Thompson

Chief Executive Officer, Amphista

Nicki has over 25 years’ experience in pharmaceutical and biotechnology R&D in a variety of senior scientific and leadership roles. She was

the investment committee. LifeArc’s venture strategy is focused on a Seed to Series A investment strategy with the ability to further fund portfolio companies into later rounds of funding. Clare was previously at Syncona Investment Management Ltd, where she was Head of Corporate Development. She has 15 years of biotech financing experience as an investment banker in the City of London with significant expertise in funding for innovative life sciences companies in the private and public markets.

Officer overseeing the establishment of a platform for a novel AAV capsid, and programme management. Prior to this Jan held roles at GSK spanning from discovery to manufacturing, latterly establishing the cell/gene therapy platform and playing a pivotal role in the commercialisation of Strimvelis.

Jan chairs the board of a stealth‐mode epilepsy gene therapy startup and serves on the Regulatory sub‐committee for the American Society of Cell and Gene Therapy. Jan holds an MA in Chemistry and a DPhil in Biological Chemistry from the University of Oxford.

previously VP and Global Head of External Drug Discovery at F. Hoffmann‐La Roche Ltd and prior to that, Senior Director, Business Development for GSK’s Centre of Excellence for External Drug Discovery (CEEDD). Nicki’s biotech experience includes her role as Chair of the board for Nanna Therapeutics Ltd, founding Chief Executive Officer of Virion Health and Head of Drug Discovery at Syntaxin Ltd. She holds a PhD in Cell Biology from University College London.

Active SV Biotech Portfolio Companies

Developed a fully integrated platform for premier human antibody discovery and manufacturing which offers customers and acquirers a rapid path from target to optimized antibody.

For more information: www.adimab.com

Leveraging insight into how the immune system confers resilience in disease to harness the power of naturally protective antibodies to develop novel therapeutics for patients with hard‐to‐treat diseases.

For more information: www.alchemab.com

Developing breakthrough cancer treatments that target DNA Damage Response pathways to specifically destroy certain devastating cancers that are difficult to treat.

For more information: www.artiospharma.com

Graeme Smith, CSO, is a panelist in this year’s Forum

Developing new drugs to treat serious disorders of the central nervous system such as Schizophrenia, Fragile X and Alzheimer’s Disease by targeting specific ion channels.

For more information: www.autifony.com

Developing a brand new class of small, chemically synthesized medicines called bicycles for the treatment of cancer and other life‐altering diseases.

For more information: www.bicycletherapeutics.com

Active SV Biotech Portfolio Companies

Pursuing novel approaches for the treatment of neurodegenerative diseases by activating autophagy to clear toxic materials and defective cellular components.

For more information: www.carawaytx.com

Developing novel, off‐the‐shelf CAR‐NK cell therapies designed to treat a broad range of cancers, including solid tumors.

For more information: www.catamaranbio.com

Discovering and characterizing novel immunotherapy targets, such as Dark Antigens™ and MR1‐presented ligands, develop TCR‐directed T‐cell immunotherapies and therapeutic vaccines.

For more information: www.enarabio.com

Sophie Papa, CMO, is a panelist in this year’s Forum

Developing a novel tetravalent antibody to maintain blood retinal barrier integrity for treatment of back‐of‐the‐eye diseases.

For more information: www.eyebiotech.com

Active SV Biotech Portfolio Companies

Harnessing decades of clinically beneficial experience regulating cardiac energetics in developing a Phase 2 ready small molecule.

For more information: www.imbria.com

Exploiting emerging insights in the role of fibroblast sub‐populations to develop pioneering transformative therapies in inflammatory disease and oncology.

For more information: www.mestagtx.com

Harnessing cutting‐edge technologies to design exquisitely selective small molecule therapeutics.

For more information: www.nimbustx.com

Developing first‐in‐class biologic drugs that fine‐tune natural immune responses to increase immune defenses for diseases such as cancer, or to dampen immune responses in autoimmune diseases.

For more information: www.pionyrtx.com

Developing an orally administered therapeutic with potential in Huntington's disease, ALS and other neurodegenerative diseases and neurodevelopmental disorders.

For more information: www.prilenia.com

Michael Hayden, CEO, is a panelist in this year’s Forum

Active SV Biotech Portfolio Companies

Developing the leading range of first‐in‐class inhaled anti‐infectives for targeted treatment of life‐threatening lung infections.

For more information: www.pulmocide.com

Lance Berman, CMO, is a panelist in this year’s Forum

Developing engineered Treg cell therapies to treat a range of autoimmune and inflammatory diseases as well as preventing rejection in organ transplantation.

For more information: www.quell‐tx.com

A platform therapeutics company discovering small molecule drugs that target functional 3D RNA structures to treat human diseases.

For more information: www.ribometrix.com

Developing a new class of bispecific antibodies that safely engage the immune system to initiate and sustain a robust anti‐tumor response.

For more information: www.rondotx.com

Harnessing the power of cell metabolism to develop groundbreaking disease‐modifying therapies.

For more information: www.sitryx.com

Active SV Biotech Portfolio Companies

Focused on developing novel therapies to address vascular damage based on a deep understanding of fibrin and its role in driving pathological inflammatory processes.

A discovery‐stage biotech company focused on modulating tissue‐resident Tregs for the treatment of fatal or debilitating illnesses including cancer, fibrotic, autoimmune and inflammatory diseases.

For more information: www.trex.bio

Johnston Erwin, CEO, is a panelist in this year’s Forum

Developing next‐generation immunotherapies that unleash the power of the immune system selectively at the site of the tumor.

For more information: www.xiliotx.com

Dementia Discovery Fund Portfolio Companies

Leveraging insight into how the immune system confers resilience in disease to harness the power of naturally protective antibodies to develop as novel therapeutics for patients with hard‐to‐treat diseases.

For more information: www.alchemab.com

Developing antibody‐based disease‐modifying drugs for neurodegenerative diseases such as Alzheimer’s and fronto‐temporal dementia (FTD).

For more information: www.alector.com

Targeting specific molecular chaperones to modulate the cellular stress response pathway, to rescue key cellular functions associated with diseases such as Parkinson’s disease.

For more information: www.amathustx.com

Developing new medicines designed to restore the normal behaviour of astrocytes for the treatment of Alzheimer’s disease and other neurodegenerative disorders.

Pursuing novel approaches for the treatment of neurodegenerative diseases by activating autophagy to clear toxic materials and defective cellular components.

For more information: www.carawaytx.com

Dementia Discovery Fund Portfolio Companies

Using proprietary NETSseq platform to identify and target cell‐type‐specific proteins to develop a pipeline of novel central nervous system therapeutics, with some in clinical development.

For more information: www.cerevance.com

A patient‐centric, deep‐science digital technology and data company developing a wearable EEG device for longitudinal outcome assessment in central nervous system disorders.

For more information: www.cumulusneuro.com

Developing disease‐modifying small molecule therapies against genetically validated targets that restore endo‐lysosomal function in Parkinson’s disease and other dementias.

Developing oral microbial biologics that act on cells in the small intestine to deliver systemic therapeutic effects in a variety of indications, including neurological diseases.

For more information: www.evelobio.com

Developing small molecule drugs that target the aberrant DNA mismatch repair system to treat Huntington’s disease and other triplet repeat diseases.

For more information: www.loqus23.com

Dementia Discovery Fund Portfolio Companies

fka Nitrome Biosciece, building a platform around a newly identified class of enzymes to target Parkinson’s disease, dementia with Lewy bodies, and other age‐related disorders.

For more information: www.nitrasetx.com

Developing a pipeline of precision therapeutics for ALS and frontotemporal dementia (FTD), focusing on tackling specific disease‐causing mechanisms.

For more information: www.quralis.com

A platform therapeutics company discovering small molecule drugs that target functional 3D RNA structures to treat human diseases.

For more information: www.ribometrix.com

Focused on developing novel therapies to address vascular damage based on a deep understanding of fibrin and its role in driving pathological inflammatory processes.

Proprietary discovery engine to develop therapeutics that target microglia to resolve neuroinflammation, protect cognitive function and halt neurodegeneration.

For more information: www.tiakitx.com

Dementia Discovery Fund Portfolio Companies

Focused on developing SINEUPsTM, based on a revolutionary platform technology that specifically increases the translation of target proteins in a fully plug‐and‐play manner.

For more information: www.transinetx.com

Clinical‐stage startup company developing novel drugs for neurodegenerative diseases and diseases of aging including ALS and Progressive Supranuclear Palsy (PSP).

Jan Thirkettle, CEO, is a panelist in this year's Forum