Serina Therapeutics CEO: Why Now Is the Time to Invest in Biotech – ( $SER $IBB $XBI )

By John F. Heerdink, Jr.

In a video released this week, Serina Therapeutics’ (NYSE American: SER) Chief Executive Officer Steven Ledger outlined what he described as a rare convergence of factors for biotech investing, highlighting both daunting market conditions and an emerging window of opportunity.

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Market Backdrop Sets the Stage

Ledger, speaking amid the biotech sector’s fifth consecutive year of a historic downturn, highlighted how capital scarcity is reshaping the industry landscape. Only firms with robust backing and diversified portfolios, such as Serina, have continued to attract investment. Ledger asserts that “the companies able to attract capital must have something special,” prompting investors to concentrate on organizations with strategic support and multiple clinical “shots on goal”.

Historic Undervaluation Persists

The CEO further called attention to the increasing number of biotech firms trading at negative enterprise values—meaning they hold more cash than their market caps. Ledger noted, “Investors are giving very little credit to what they might be doing with that precious capital,” referring to a market dynamic that historically signals sector recovery may be approaching.

Generalist Investors on the Sidelines

As risk-off sentiment prevails due to macroeconomic challenges, generalist investors have stepped back from biotech. For now, the sector is dominated by specialists, but Ledger suggests that as sentiment turns and capital flows return, companies prepared with both strategic capital and product pipelines could benefit disproportionately when generalist investors re-enter the space.

Serina’s Clinical and Financial Progress

Amid these sector trends, Serina Therapeutics has secured up to $20 million in milestone-based financing to advance the registrational Phase 1b trial of SER-252, its lead candidate for advanced Parkinson’s disease that was led by Serina Board Director Greg Bailey, MD. “I continue to invest in Serina because of my confidence in the management team, my enthusiasm for their lead candidate, and the compelling 505(b)(2) approval path for SER-252 and potentially other products enabled by Serina’s technology. The recent FDA feedback provides a clear and efficient route to registration, positioning SER-252 for a highly capital-efficient NDA submission. This financing will drive pivotal milestones, and most importantly, I believe SER-252 could become a best-in-class therapy for the 180,000 advanced Parkinson’s patients in the US and Europe whose symptoms remain poorly controlled by current treatments,” said Greg Bailey, MD, Board Member of Serina and Co-Founder and Executive Chairman of Juvenescence.

Following positive feedback from the FDA, the company will pursue a 505(b)(2) NDA pathway, which leverages existing data on approved drugs to speed regulatory review and approval. Serina aims to start patient dosing in Australia in Q4 2025, with U.S. enrollment to follow in Q1 2026. The trial design utilizes randomized, double-blind, placebo-controlled methods to robustly assess motor fluctuation outcomes in advanced Parkinson’s patients.

Alongside this, Serina is advancing SER-270, a once-weekly injectable therapy targeting tardive dyskinesia, and has begun evaluating its platform for treating Huntington’s disease chorea, continuing to expand its reach into movement disorders.

Eyes on the Horizon

Ledger’s remarks underscore a bullish stance for biotech investing, as Serina Therapeutics (SER) positions itself with robust financing, a streamlined path to regulatory milestones, and a diversified pipeline. With capital scarce, valuations compressed, and broad-market investors awaiting signals to return, the company aims to seize pivotal growth opportunities as sentiment and capital flows shift back toward innovation-driven development.

Serina’s POZ Platform

Serina’s proprietary POZ Platform™ is based on a synthetic, water soluble, low viscosity polymer called poly (2-oxazoline). During the synthesis steps, a predictable amount of drug is incorporated on the backbone of the polymer using pendant alkyne groups and metal catalyzed “click chemistry”. The POZ Platform ™ technology provides greater control in drug loading, and the rate of release of attached drugs can often be more precisely controlled. Drugs with narrow therapeutic windows can be designed to maintain more desirable and stable levels in the blood. The technology is optimized for small molecules and can also be applied to other classes of molecules including proteins and peptides. The application of the platform has been further expanded to optimize the performance of antibody drug conjugates and lipid nanoparticles.