Document:

EX-4.2

 Exhibit 4.2 

EXECUTION VERSION 

POSEIDA THERAPEUTICS, INC. 

AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT 

This AMENDED AND RESTATED INVESTORS’ RIGHTS AGREEMENT (this “Agreement”), is made and entered
into as of this 19th day of March, 2018, by and among POSEIDA THERAPEUTICS, INC., a Delaware corporation (the “Company”), each of the persons
and entities listed on Schedule A hereto (each, an “Investor” and collectively, the “Investors”), and each of the persons and entities listed on Schedule B hereto (each, a “Key
Holder” and collectively the “Key Holders”). 
 RECITALS 

WHEREAS, concurrently with the execution of this Agreement, certain of the
Investors are purchasing shares of the Company’s Series B Preferred Stock, $0.0001 par value per share (the “Series B Preferred”), pursuant to that certain Series B Preferred Stock Purchase
Agreement (as may be amended from time to time, the “Purchase Agreement”) of even date herewith (capitalized terms used and not otherwise defined herein shall have the respective meanings ascribed thereto in the Purchase
Agreement); 
 WHEREAS, the obligations in the Purchase Agreement are
conditioned upon the execution and delivery of this Agreement; 

WHEREAS, certain of the Investors (the “Prior
Investors”) are holders of the Company’s Series A Preferred Stock, $0.0001 par value per share (the “Series A Preferred”) and Series A-1 Preferred Stock, $0.0001 par
value per share (the “Series A-1 Preferred” and together with the Series A Preferred and the Series B Preferred, the “Preferred Stock”); 

WHEREAS, the Key Holders and the Prior Investors are parties to that
certain Amended and Restated Investors’ Rights Agreement dated as of July 21, 2017, by and among the Company, the Key Holders and the Prior Investors (the “Prior Agreement”); 

WHEREAS, the parties to such Prior Agreement desire to amend and restate
the Prior Agreement and to accept the rights and covenants hereof in lieu of their rights and covenants under the Prior Agreement; and 

WHEREAS, in order to induce the Company to enter into the Purchase
Agreement and to induce certain of the Investors to invest funds in the Company pursuant to the Purchase Agreement, the Investors and the Company hereby agree that this Agreement shall govern the rights of the Investors to cause the Company to
register shares of Common Stock issuable to the Investors, to receive certain information from the Company, and to participate in future equity offerings by the Company, and shall govern certain other matters as set forth in this Agreement. 

NOW, THEREFORE, in consideration of the foregoing premises
and for certain other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as follows: 

 1. Definitions. For purposes of this Agreement: 

1.1 “Affiliate” means, with respect to any specified Person, any other Person who, directly or
indirectly, controls, is controlled by, or is under common control with such Person, including, without limitation, any general partner, managing member, member, officer or director of such Person or any venture capital fund now or hereafter
existing that is controlled by one or more general partners or managing members of, or shares the same management company with, such Person. 

1.2 “Board of Directors” means the Company’s Board of Directors, as constituted from time to
time. 
 1.3 “Common Stock” means shares of the Company’s common stock, par value $0.0001 per
share. 
 1.4 “Damages” means any loss, damage, claim or liability (joint or several) to which a
party hereto may become subject under the Securities Act, the Exchange Act, or other federal or state law, insofar as such loss, damage, claim or liability (or any action in respect thereof) arises out of or is based upon: (i) any untrue
statement or alleged untrue statement of a material fact contained in any registration statement of the Company, including any preliminary prospectus or final prospectus contained therein or any amendments or supplements thereto; (ii) an
omission or alleged omission to state therein a material fact required to be stated therein, or necessary to make the statements therein not misleading; or (iii) any violation or alleged violation by the indemnifying party (or any of its
agents or Affiliates) of the Securities Act, the Exchange Act, any state securities law, or any rule or regulation promulgated under the Securities Act, the Exchange Act, or any state securities law. 

1.5 “Derivative Securities” means any securities or rights convertible into, or exercisable or
exchangeable for (in each case, directly or indirectly), Common Stock, including options and warrants. 
 1.6
“Exchange Act” means the Securities Exchange Act of 1934, as amended, and the rules and regulations promulgated thereunder. 

1.7 “Excluded Registration” means (i) a registration relating to the sale of securities to
employees, directors or other service providers of the Company or a subsidiary pursuant to a stock option, stock purchase, or similar plan; (ii) a registration relating to an SEC Rule 145 transaction; (iii) a registration on any form that
does not include substantially the same information as would be required to be included in a registration statement covering the sale of the Registrable Securities; or (iv) a registration in which the only Common Stock being registered is
Common Stock issuable upon conversion of debt securities that are also being registered. 
 1.8 “FOIA
Party” means a Person that, in the reasonable determination of the Board of Directors, may be subject to, and thereby required to disclose non-public information furnished by or relating to the
Company under, the Freedom of Information Act, 5 U.S.C. §552 (“FOIA”), any state public records access law, any state or other jurisdiction’s laws similar in intent or effect to FOIA, or any other similar statutory
or regulatory requirement. 

  
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 1.9 “Form
S-1” means such form under the Securities Act as in effect on the date hereof or any successor registration form under the Securities Act subsequently adopted by the SEC. 

1.10 “Form S-3” means such form under the
Securities Act as in effect on the date hereof or any registration form under the Securities Act subsequently adopted by the SEC that permits incorporation of substantial information by reference to other documents filed by the Company with the SEC.

 1.11 “GAAP” means generally accepted accounting principles in the United States. 

1.12 “Holder” means any holder of Registrable Securities who is a party to this Agreement. 

1.13 “Immediate Family Member” means a child, stepchild, grandchild, parent, stepparent, grandparent,
spouse, sibling, mother-in-law, father-in-law, son-in-law, daughter-in-law, brother-in-law,
or sister-in-law, including, adoptive relationships, or any life partner or other member of the same household covered under the applicable domestic relations
statute, of a natural person referred to herein. 
 1.14 “Initiating Holders” means, collectively,
Holders who properly initiate a registration request under this Agreement. 
 1.15 “IPO” means the
Company’s first underwritten public offering of its Common Stock under the Securities Act. 
 1.16 “Key
Employee” means any executive-level employee (including, division director and vice president-level positions) as well as any employee who, either alone or in concert with others, develops, invents, programs, or designs any Company
Owned Intellectual Property or Company Licensed Intellectual Property (as each such term is defined in the Purchase Agreement). 

1.17 “Key Holder Registrable Securities” means (i) 12,362,355 shares of Common Stock held by the Key
Holders, and (ii) any Common Stock issued as (or issuable upon the conversion or exercise of any warrant, right, or other security that is issued as) a dividend or other distribution with respect to, or in exchange for or in replacement of such
shares. 
 1.18 “Major Investor” means any Investor that, individually or together with such
Investor’s Affiliates, holds at least 2,500,000 shares of Registrable Securities (as adjusted for any stock split, stock dividend, combination, or other recapitalization or reclassification effected after the date hereof); provided, that,
notwithstanding the foregoing, Twin Prime Investments LLC shall be a Major Investor. 
 1.19 “New
Securities” means, collectively, equity securities of the Company, whether or not currently authorized, as well as rights, options, or warrants to purchase such equity securities, or securities of any type whatsoever that are, or may
become, convertible or exchangeable into or exercisable for such equity securities. 

  
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 1.20 “Person” means any individual, corporation,
partnership, trust, limited liability company, association or other entity. 
 1.21 “Qualified IPO”
shall have the meaning ascribed to it in the Restated Certificate. 
 1.22 “Registrable Securities”
means (i) the Common Stock issuable or issued upon conversion of the Preferred Stock; (ii) any Common Stock, or any Common Stock issued or issuable (directly or indirectly) upon conversion and/or exercise of
any other securities of the Company, acquired by the Investors after the date hereof; (iii) any Common Stock owned by the Investors as of the date hereof; (iv) the Key Holder Registrable Securities, provided, however,
that such Key Holder Registrable Securities shall not be deemed Registrable Securities and the Key Holders shall not be deemed Holders for the purposes of Subsections 2.1, 2.10, 3.1, 3.2, 4.1 and 6.6; and
(iv) any Common Stock issued as (or issuable upon the conversion or exercise of any warrant, right, or other security that is issued as) a dividend or other distribution with respect to, or in exchange for or in replacement of, the shares
referenced in clauses (i) and (ii) above; excluding, in all cases, however, any Registrable Securities sold by a Person in a transaction in which the applicable rights under this Agreement are not assigned pursuant to
Subsection 6.1, and excluding for purposes of Section 2 any shares for which registration rights have terminated pursuant to Subsection 2.13 of this
Agreement. 
 1.23 “Registrable Securities then outstanding” means the number of shares determined
by adding the number of shares of outstanding Common Stock that are Registrable Securities and the number of shares of Common Stock issuable (directly or indirectly) pursuant to then exercisable and/or convertible securities that are
Registrable Securities. 
 1.24 “Restated Certificate” means the Company’s Amended and
Restated Certificate of Incorporation, as may be further amended and/or restated from time to time. 
 1.25
“Restricted Securities” means the securities of the Company required to be notated with the legend set forth in Subsection 2.12(b). 

1.26 “SEC” means the U.S. Securities and Exchange Commission. 

1.27 “SEC Rule 144” means Rule 144 promulgated by the SEC under the Securities Act. 

1.28 “SEC Rule 145” means Rule 145 promulgated by the SEC under the Securities Act. 

1.29 “Securities Act” means the Securities Act of 1933, as amended, and the rules and regulations
promulgated thereunder. 
 1.30 “Selling Expenses” means all underwriting discounts, selling
commissions, and stock transfer taxes applicable to the sale of Registrable Securities, and fees and disbursements of counsel for any Holder, except for the fees and disbursements of the Selling Holder Counsel borne and paid by the Company as
provided in Subsection 2.6. 

  
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 1.31 “Series Preferred Director” means any
director of the Company that the holders of record of the Preferred Stock are entitled to elect pursuant to the Restated Certificate. 

2. Registration Rights. The Company covenants and agrees as follows: 

2.1 Demand Registration. 

(a) Form S-1 Demand. If at any time after the earlier of (i) three
(3) years after the date of this Agreement or (ii) one hundred eighty (180) days after the effective date of the registration statement for the Qualified IPO, the Company receives a request from Holders of at least a majority of the
Registrable Securities then outstanding that the Company file a Form S-1 registration statement with respect to Registrable Securities of such Holders having an anticipated aggregate offering price, net
of Selling Expenses, of at least $10,000,000, then the Company shall (x) within ten (10) days after the date such request is given, give notice thereof (the “Demand Notice”) to all Holders other than the Initiating
Holders; and (y) use its commercially reasonable efforts to file within sixty (60) days after the date such request is given by the Initiating Holders a Form S-1 registration statement under the
Securities Act covering all Registrable Securities that the Initiating Holders requested to be registered and any additional Registrable Securities requested to be included in such registration by any other Holders, as specified by notice
given by each such Holder to the Company within thirty (30) days of the date the Demand Notice is given, and, in each case, subject to the limitations of Subsections 2.1(c) and 2.3. 

(b) Form S-3 Demand. If at any time when it is eligible to use a Form S-3 registration statement, the Company receives a request from Holders of at least twenty-five percent (25%) of the Registrable Securities then outstanding that the Company file a Form S-3 registration statement with respect to outstanding Registrable Securities of such Holders having an anticipated aggregate offering price, net of Selling Expenses, of at least $2,000,000, then the Company shall
(i) within ten (10) days after the date such request is given, give a Demand Notice to all Holders other than the Initiating Holders; and (ii) as soon as practicable, and in any event within forty-five (45) days after the date
such request is given by the Initiating Holders, file a Form S-3 registration statement under the Securities Act covering all Registrable Securities requested to be included in such registration by any other
Holders, as specified by notice given by each such Holder to the Company within thirty (30) days of the date the Demand Notice is given, and in each case, subject to the limitations of Subsections 2.1(c) and
2.3. 
 (c) Notwithstanding the foregoing obligations, if the Company furnishes to Holders requesting a
registration pursuant to this Subsection 2.1 a certificate signed by the Company’s chief executive officer stating that in the good faith judgment of the Board of Directors, it would be materially detrimental to the
Company and its stockholders for such registration statement to either be filed or become effective or remain effective for as long as such registration statement otherwise would be required to remain effective, because such action would
(i) materially interfere with a significant acquisition, corporate reorganization, or other similar transaction involving the Company; (ii) require premature disclosure of material information that the Company has a bona fide business
purpose for preserving as confidential; or (iii) render the Company unable to comply with requirements under the Securities Act or Exchange Act, then the Company shall have the right to defer taking action with respect to such filing, and any
time periods 

  
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with respect to filing or effectiveness thereof shall be tolled correspondingly, for a period of not more than one hundred twenty (120) days after the request of the Initiating Holders is
given; provided, however, that the Company may not invoke this right more than once in any twelve (12)-month period; and provided, further, that the Company shall not register any securities for its own account or that of
any other stockholder during such one hundred twenty (120)-day period other than (x) a registration relating to the sale of securities to employees of the Company or a subsidiary pursuant to a stock
option, stock purchase, or similar plan; (y) a registration on any form that does not include substantially the same information as would be required to be included in a registration statement covering the sale of the Registrable Securities; or
(z) a registration in which the only Common Stock being registered is Common Stock issuable upon conversion of debt securities that are also being registered. 

(d) The Company shall not be obligated to effect, or to take any action to effect, any registration pursuant to
Subsection 2.1(a) (i) during the period beginning with the submission or filing of, and ending on a date that is one hundred eighty (180) days after the effective date of, a registration statement under the
Securities Act pertaining to the Qualified IPO, provided that the Company is actively employing in good faith commercially reasonable efforts to cause such registration statement to become effective; (ii) after the Company has effected
two (2) registrations pursuant to Subsection 2.1(a); (iii) if the Initiating Holders propose to dispose of shares of Registrable Securities that may be immediately registered on Form
S-3 pursuant to a request made pursuant to Subsection 2.1(b); or (iv) if within thirty (30) days of receipt of the request from the Initiating Holders, the Company gives
notice to the Holders of Registrable Securities of the Company’s intention to submit or file a registration statement for a public offering within one hundred twenty (120) days. The Company shall not be obligated to effect, or to take any
action to effect, any registration pursuant to Subsection 2.1(b) (i) during the period that is thirty (30) days before the Company’s good faith estimate of the date of submission or filing of, and ending on a
date that is ninety (90) days after the effective date of, a Company-initiated registration, provided that the Company is actively employing in good faith commercially reasonable efforts to cause such registration statement to become effective;
or (ii) if the Company has effected two (2) registrations pursuant to Subsection 2.1(b) within the twelve (12)-month period immediately preceding the date of such request. A registration shall not be counted as
“effected” for purposes of this Subsection 2.1(d) until such time as the applicable registration statement has been declared effective by the SEC, unless the Initiating Holders withdraw their request for such
registration, elect not to pay the registration expenses therefor, and forfeit their right to one (1) demand registration statement pursuant to Subsection 2.6, in which case such withdrawn registration statement shall
be counted as “effected” for purposes of this Subsection 2.1(d). 
 2.2 Company
Registration. If the Company proposes to register (including, for this purpose, a registration effected by the Company for stockholders other than the Holders) any of its securities under the Securities Act in connection with the public offering
of such securities solely for cash (other than in an Excluded Registration), the Company shall, at such time, promptly give each Holder notice of such registration. Upon the request of each Holder given within twenty (20) days after such notice
is given by the Company, the Company shall, subject to the provisions of Subsection 2.3, cause to be registered all of the Registrable Securities that each such Holder has requested to be included in such registration. The
Company shall have the right to terminate or withdraw any registration initiated by it under this Subsection 2.2 before 

  
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the effective date of such registration, whether or not any Holder has elected to include Registrable Securities in such registration. The expenses (other than Selling Expenses) of such withdrawn
registration shall be borne by the Company in accordance with Subsection 2.6. 
 2.3 Underwriting
Requirements. 
 (a) If, pursuant to Subsection 2.1, the Initiating Holders intend to
distribute the Registrable Securities covered by their request by means of an underwriting, they shall so advise the Company as a part of their request made pursuant to Subsection 2.1, and the Company shall include such
information in the Demand Notice. The underwriter(s) will be selected by the Company and reasonably acceptable to a majority in interest of the Initiating Holders, subject only to the reasonable approval of the Company. In such event, the right of
any Holder to include such Holder’s Registrable Securities in such registration shall be conditioned upon such Holder’s participation in such underwriting and the inclusion of such Holder’s Registrable Securities in the underwriting
to the extent provided herein. All Holders proposing to distribute their securities through such underwriting shall (together with the Company as provided in Subsection 2.4(e)) enter into an underwriting agreement in
customary form with the underwriter(s) selected for such underwriting. Notwithstanding any other provision of this Subsection 2.3, if the managing underwriter shall have advised the Initiating Holders in writing that
marketing factors require a limitation on the number of shares to be underwritten, then the Initiating Holders shall so advise all Holders of Registrable Securities that otherwise would be underwritten pursuant hereto, and the number of Registrable
Securities that may be included in the underwriting shall be allocated among such Holders of Registrable Securities, including the Initiating Holders, in proportion (as nearly as practicable) to the number of Registrable Securities owned by each
Holder or in such other proportion as shall mutually be agreed to by all such selling Holders; provided, however, that the number of Registrable Securities held by the Holders to be included in such underwriting shall not be reduced
unless all other securities are first entirely excluded from the underwriting. 
 (b) In connection with any offering
involving an underwriting of shares of the Company’s capital stock pursuant to Subsection 2.2, the Company shall not be required to include any of the Holders’ Registrable Securities in such underwriting unless
the Holders accept the terms of the underwriting as agreed upon between the Company and its underwriters, and then only in such quantity as the underwriters in their reasonable discretion determine will not jeopardize the success of the offering by
the Company. If the total number of securities, including Registrable Securities, requested by stockholders to be included in such offering exceeds the number of securities to be sold (other than by the Company) that the underwriters in their
reasonable discretion determine is compatible with the success of the offering, then the Company shall be required to include in the offering only that number of such securities, including Registrable Securities, which the underwriters and the
Company in their reasonable discretion determine will not jeopardize the success of the offering. If the underwriters determine that less than all of the Registrable Securities requested to be registered can be included in such offering, then the
Registrable Securities that are included in such offering shall be allocated among the selling Holders in proportion (as nearly as practicable to) the number of Registrable Securities owned by each selling Holder or in such other proportions as
shall mutually be agreed to by all such selling Holders. Notwithstanding the foregoing, in no event shall (i) the number of Registrable Securities included in the offering be reduced unless all other securities (other than

  
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securities to be sold by the Company) are first entirely excluded from the offering, (ii) the number of Registrable Securities included in the offering be reduced below twenty-five percent
(25%) of the total number of securities included in such offering, unless such offering is the Qualified IPO, in which case the selling Holders may be excluded further if the underwriters make the determination described above and no other
stockholder’s securities are included in such offering, or (iii) notwithstanding clause (ii) above, any Registrable Securities which are not Key Holder Registrable Securities be excluded from such underwriting unless all Key Holder
Registrable Securities are first excluded from such offering. For purposes of the provision in this Subsection 2.3(b) concerning apportionment, for any selling Holder that is a partnership, limited liability company, or
corporation, the partners, members, retired partners, retired members, stockholders, and Affiliates of such Holder, or the estates and Immediate Family Members of any such partners, retired partners, members, and retired members and any trusts for
the benefit of any of the foregoing Persons, shall be deemed to be a single “selling Holder,” and any pro rata reduction with respect to such “selling Holder” shall be based upon the aggregate number of Registrable
Securities owned by all Persons included in such “selling Holder,” as defined in this sentence. 
 (c) For
purposes of Subsection 2.1, a registration shall not be counted as “effected” if, as a result of an exercise of the underwriter’s cutback provisions in Subsection 2.3(a), fewer than
fifty percent (50%) of the total number of Registrable Securities that Holders have requested to be included in such registration statement are actually included. 

2.4 Obligations of the Company. Whenever required under this Section 2 to effect the
registration of any Registrable Securities, the Company shall, as expeditiously as reasonably possible: 
 (a) prepare and
file with the SEC a registration statement with respect to such Registrable Securities and use its commercially reasonable efforts to cause such registration statement to become effective and, upon the request of the Holders of a majority of the
Registrable Securities registered thereunder, keep such registration statement effective for a period of up to one hundred twenty (120) days or, if earlier, until the distribution contemplated in the registration statement has been completed;
provided, however, that (i) such one hundred twenty (120)-day period shall be extended for a period of time equal to the period the Holder refrains, at the request of an underwriter of
Common Stock (or other securities) of the Company, from selling any securities included in such registration, and (ii) in the case of any registration of Registrable Securities on Form S-3 that are
intended to be offered on a continuous or delayed basis, subject to compliance with applicable SEC rules, such one hundred twenty (120)-day period shall be extended for up to one hundred eighty
(180) days, if necessary, to keep the registration statement effective until all such Registrable Securities are sold; 

(b) prepare and file with the SEC such amendments and supplements to such registration statement, and the prospectus used in
connection with such registration statement, as may be necessary to comply with the Securities Act in order to enable the disposition of all securities covered by such registration statement; 

(c) furnish to the selling Holders such numbers of copies of a prospectus, including a preliminary prospectus, as required by
the Securities Act, and such other 

  
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documents as the Holders may reasonably request in order to facilitate their disposition of their Registrable Securities; 

(d) use its commercially reasonable efforts to register and qualify the securities covered by such registration statement
under such other securities or blue-sky laws of such jurisdictions as shall be reasonably requested by the selling Holders; provided that the Company shall not be required to qualify to do business or
to file a general consent to service of process in any such states or jurisdictions, unless the Company is already subject to service in such jurisdiction and except as may be required by the Securities Act; 

(e) in the event of any underwritten public offering, enter into and perform its obligations under an underwriting agreement,
in usual and customary form, with the underwriter(s) of such offering; 
 (f) use its commercially reasonable efforts to
cause all such Registrable Securities covered by such registration statement to be listed on a national securities exchange or trading system and each securities exchange and trading system (if any) on which similar securities issued by the Company
are then listed; 
 (g) provide a transfer agent and registrar for all Registrable Securities registered pursuant to this
Agreement and provide a CUSIP number for all such Registrable Securities, in each case not later than the effective date of such registration; 

(h) promptly make available for inspection by the selling Holders, any managing underwriter participating in any disposition
pursuant to such registration statement, and any attorney or accountant or other agent retained by any such underwriter or selected by the selling Holders, all financial and other records, pertinent corporate documents, and properties of the
Company, and cause the Company’s officers, directors, employees, and independent accountants to supply all information reasonably requested by any such seller, underwriter, attorney, accountant, or agent, in each case, as necessary or advisable
to verify the accuracy of the information in such registration statement and to conduct appropriate due diligence in connection therewith; 

(i) notify each selling Holder, promptly after the Company receives notice thereof, of the time when such registration
statement has been declared effective or a supplement to any prospectus forming a part of such registration statement has been filed; and 

(j) after such registration statement becomes effective, notify each selling Holder of any request by the SEC that the
Company amend or supplement such registration statement or prospectus. 
 In addition, the Company shall ensure that, at all
times after any registration statement covering a public offering of securities of the Company under the Securities Act shall have become effective, its insider trading policy shall provide that the Company’s directors may implement a trading
program under Rule 10b5-1 of the Exchange Act. 
 2.5 Furnish Information.
It shall be a condition precedent to the obligations of the Company to take any action pursuant to this Section 2 with respect to the 

  
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Registrable Securities of any selling Holder that such Holder shall furnish to the Company such information regarding itself, the Registrable Securities held by it, and the intended method of
disposition of such securities as is reasonably required to effect the registration of such Holder’s Registrable Securities. 

2.6 Expenses of Registration. All expenses (other than Selling Expenses) incurred in connection with registrations,
filings, or qualifications pursuant to Section 2, including all registration, filing, and qualification fees; printers’ and accounting fees; and fees and disbursements of counsel for the Company; and the reasonable
fees and disbursements of one counsel for the selling Holders (“Selling Holder Counsel”), shall be borne and paid by the Company; provided, however, that the Company shall not be required to pay for any expenses
of any registration proceeding commenced pursuant to Subsection 2.1 if the registration request is subsequently withdrawn at the request of the Holders of a majority of the Registrable Securities to be registered (in which
case all selling Holders shall bear such expenses pro rata based upon the number of Registrable Securities that were to be included in the withdrawn registration), unless the Holders of a majority of the Registrable Securities agree to
forfeit their right to one registration pursuant to Subsections 2.1(a) or 2.1(b), as the case may be; and provided, further, that if, at the time of such withdrawal, the Holders shall have learned of a material
adverse change in the condition, business, or prospects of the Company from that known to the Holders at the time of their request, and have withdrawn the request with reasonable promptness after learning of such information, then the Holders shall
not be required to pay any of such expenses and shall not forfeit their right to one registration pursuant to Subsections 2.1(a) or 2.1(b). All Selling Expenses relating to Registrable Securities registered pursuant to this
Section 2 shall be borne and paid by the Holders pro rata on the basis of the number of Registrable Securities registered on their behalf. 

2.7 Delay of Registration. No Holder shall have any right to obtain or seek an injunction restraining or otherwise
delaying any registration pursuant to this Agreement as the result of any controversy that might arise with respect to the interpretation or implementation of this Sections 2. 

2.8 Indemnification. If any Registrable Securities are included in a registration statement under this
Sections 2: 
 (a) To the extent permitted by law, the Company will indemnify and hold harmless
each selling Holder, and the partners, members, officers, directors, and stockholders of each such Holder; legal counsel and accountants for each such Holder; any underwriter (as defined in the Securities Act) for each such Holder, and each Person,
if any, who controls such Holder or underwriter within the meaning of the Securities Act or the Exchange Act, against any Damages, and the Company will pay to each such Holder, underwriter, controlling Person, or other aforementioned Person any
legal or other expenses reasonably incurred thereby in connection with investigating or defending any claim or proceeding from which Damages may result, as such expenses are incurred; and provided, however, that the indemnity agreement
contained in this Subsection 2.8(a) shall not apply to amounts paid in settlement of any such claim or proceeding if such settlement is effected without the consent of the Company, which consent shall not be unreasonably
withheld, conditioned or delayed, nor shall the Company be liable for any Damages to the extent that they arise out of or are based upon actions or omissions made in reliance upon and in conformity with written information furnished by or on behalf
of any such Holder, 

  
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underwriter, controlling Person, or other aforementioned Person expressly for use in connection with such registration. 

(b) To the extent permitted by law, each selling Holder, severally and not jointly, will indemnify and hold harmless the
Company, and each of its directors, each of its officers who has signed the registration statement, each Person (if any), who controls the Company within the meaning of the Securities Act, legal counsel and accountants for the Company, any
underwriter (as defined in the Securities Act), any other Holder selling securities in such registration statement, and any controlling Person of any such underwriter or other Holder, against any Damages, in each case, only to the extent that such
Damages arise out of or are based upon actions or omissions made in reliance upon and in conformity with written information furnished by or on behalf of such selling Holder expressly for use in connection with such registration, and each such
selling Holder will pay to the Company and each other aforementioned Person any legal or other expenses reasonably incurred thereby in connection with investigating or defending any claim or proceeding from which Damages may result, as such expenses
are incurred; provided, however, that the indemnity agreement contained in this Subsection 2.8(b) shall not apply to amounts paid in settlement of any such claim or proceeding if such settlement is effected
without the consent of the Holder, which consent shall not be unreasonably withheld, conditioned or delayed; and provided, further, that in no event shall the aggregate amounts payable by any Holder by way of indemnity or contribution
under Subsections 2.8(b) and 2.8(d) exceed the proceeds from the offering received by such Holder (net of any Selling Expenses paid by such Holder), except in the case of fraud or willful misconduct by such Holder. 

(c) Promptly after receipt by an indemnified party under this Subsection 2.8 of notice of
the commencement of any action (including any governmental action) for which a party may be entitled to indemnification hereunder, such indemnified party will, if a claim in respect thereof is to be made against any indemnifying party under this
Subsection 2.8, give the indemnifying party notice of the commencement thereof, provided that failure so to notify such indemnifying party shall not relieve the indemnifying party from any liability which the indemnifying
party may have on account of this indemnity or otherwise. The indemnifying party shall have the right to participate in such action and, to the extent the indemnifying party so desires, participate jointly with any other indemnifying party to which
notice has been given, and to assume the defense thereof with counsel mutually satisfactory to the parties; provided, however, that an indemnified party (together with all other indemnified parties that may be represented without
conflict by one counsel) shall have the right to retain one separate counsel, with the fees and expenses to be paid by the indemnifying party, if representation of such indemnified party by the counsel retained by the indemnifying party would be
inappropriate due to actual or potential differing interests between such indemnified party and any other party represented by such counsel in such action or there are one or more legal defenses available to one party which are materially different
from or in addition to those available to any other party. 
 (d) To provide for just and equitable contribution to joint
liability under the Securities Act in any case in which either: (i) any party otherwise entitled to indemnification hereunder makes a claim for indemnification pursuant to this Subsection 2.8 but it is judicially
determined (by the entry of a final judgment or decree by a court of competent jurisdiction and the expiration of time to appeal or the denial of the last right of appeal) that such indemnification may not be enforced in such case, notwithstanding
the fact that this Subsection 2.8 provides for 

  
 11 

 
indemnification in such case, or (ii) contribution under the Securities Act may be required on the part of any party hereto for which indemnification is provided under this
Subsection 2.8, then, and in each such case, such parties will contribute to the aggregate losses, claims, damages, liabilities, or expenses to which they may be subject (after contribution from others) in such proportion
as is appropriate to reflect the relative fault of each of the indemnifying party and the indemnified party in connection with the statements, omissions, or other actions that resulted in such loss, claim, damage, liability, or expense, as well as
to reflect any other relevant equitable considerations. The relative fault of the indemnifying party and of the indemnified party shall be determined by reference to, among other things, whether the untrue or allegedly untrue statement of a material
fact, or the omission or alleged omission of a material fact, relates to information supplied by the indemnifying party or by the indemnified party and the parties’ relative intent, knowledge, access to information, and opportunity to correct
or prevent such statement or omission; provided, however, that, in any such case (x) no Holder will be required to contribute any amount in excess of the public offering price of all such Registrable Securities offered and sold by
such Holder pursuant to such registration statement, and (y) no Person guilty of fraudulent misrepresentation (within the meaning of Section 11(f) of the Securities Act) will be entitled to contribution from any Person who was not guilty
of such fraudulent misrepresentation; and provided, further, that in no event shall a Holder’s liability pursuant to this Subsection 2.8(d), when combined with the amounts paid or payable by such Holder
pursuant to Subsection 2.8(b), exceed the proceeds from the offering received by such Holder (net of any Selling Expenses paid by such Holder), except in the case of willful misconduct or fraud by such Holder. 

(e) Unless otherwise superseded by an underwriting agreement entered into in connection with the underwritten public
offering, the obligations of the Company and Holders under this Subsection 2.8 shall survive the completion of any offering of Registrable Securities in a registration under this Section 2, and
otherwise shall survive the termination of this Agreement. 
 2.9 Reports Under Exchange Act. With a view to making
available to the Holders the benefits of SEC Rule 144 and any other rule or regulation of the SEC that may at any time permit a Holder to sell securities of the Company to the public without registration or pursuant to a registration on Form S-3, the Company shall: 
 (a) make and keep available adequate current public
information, as those terms are understood and defined in SEC Rule 144, at all times after the effective date of the registration statement filed by the Company for the IPO; 

(b) use commercially reasonable efforts to file with the SEC in a timely manner all reports and other documents required of
the Company under the Securities Act and the Exchange Act (at any time after the Company has become subject to such reporting requirements); and 

(c) furnish to any Holder, so long as the Holder owns any Registrable Securities, forthwith upon request (i) to the
extent accurate, a written statement by the Company that it has complied with the reporting requirements of SEC Rule 144 (at any time after ninety (90) days after the effective date of the registration statement filed by the Company for the
IPO), the Securities Act, and the Exchange Act (at any time after the Company has become subject to such 

  
 12 

 
reporting requirements), or that it qualifies as a registrant whose securities may be resold pursuant to Form S-3 (at any time after the Company so
qualifies); and (ii) such other information as may be reasonably requested in availing any Holder of any rule or regulation of the SEC that permits the selling of any such securities without registration (at any time after the Company has
become subject to the reporting requirements under the Exchange Act) or pursuant to Form S-3 (at any time after the Company so qualifies to use such form). 

2.10 Limitations on Subsequent Registration Rights. From and after the date of this Agreement, the Company shall not,
without the prior written consent of the Holders of a majority of the Registrable Securities then outstanding, enter into any agreement with any holder or prospective holder of any securities of the Company that (i) would allow such holder or
prospective holder to include such securities in any registration unless, under the terms of such agreement, such holder or prospective holder may include such securities in any such registration only to the extent that the inclusion of such
securities will not reduce the number of the Registrable Securities of the Holders that are included; or (ii) allow such holder or prospective holder to initiate a demand for registration of any securities held by such holder or prospective
holder; provided that this limitation shall not apply to any additional Investor who becomes a party to this Agreement in accordance with Subsection 6.9. 

2.11 “Market Stand-off” Agreement. Each
Holder hereby agrees that it will not, without the prior written consent of the managing underwriter, during the period commencing on the date of the final prospectus relating to the IPO and ending on the date specified by the Company and the
managing underwriter (such period not to exceed one hundred eighty (180) days, or such other period as may be required to accommodate applicable regulatory restrictions, (i) lend, offer, pledge, sell, contract to sell, sell any option or
contract to purchase, purchase any option or contract to sell, grant any option, right or warrant to purchase, or otherwise transfer or dispose of, directly or indirectly, any shares of Common Stock or any securities convertible into or exercisable
or exchangeable (directly or indirectly) for Common Stock held immediately before the effective date of the registration statement for such offering, or (ii) enter into any swap or other arrangement that transfers to another, in
whole or in part, any of the economic consequences of ownership of such securities, whether any such transaction described in clause (i) or (ii) above is to be settled by delivery of Common Stock or other securities, in cash, or otherwise. The
foregoing provisions of this Subsection 2.11 shall apply only to the IPO, shall not apply to the sale of any shares to an underwriter pursuant to an underwriting agreement, or the transfer of any shares to any trust
for the direct or indirect benefit of the Holder or the immediate family of the Holder, provided that the trustee of the trust agrees to be bound in writing by the restrictions set forth herein, and provided further that any
such transfer shall not involve a disposition for value, and shall be applicable to the Holders only if all officers and directors are subject to the same restrictions and the Company uses commercially reasonable efforts to obtain a similar
agreement from all stockholders individually owning more than one percent (1%) of the Company’s outstanding Common Stock (after giving effect to conversion into Common Stock of all outstanding Preferred Stock). The underwriters in connection
with the IPO are intended third-party beneficiaries of this Subsection 2.11 and shall have the right, power and authority to enforce the provisions hereof as though they were a party
hereto. Each Holder further agrees to execute such agreements as may be reasonably requested by the underwriters in the IPO that are consistent with this Subsection 2.11 or that are necessary to give further effect thereto.
Any discretionary waiver or termination of the restrictions of any or all of such agreements by the 

  
 13 

 
Company or the underwriters shall apply pro rata to all Holders subject to such agreements, pro rata based on the number of shares subject to such agreements. 

2.12 Restrictions on Transfer. 

(a) The Preferred Stock and the Registrable Securities shall not be sold, pledged, or otherwise transferred, and the Company
shall not recognize and shall issue stop-transfer instructions to its transfer agent with respect to any such sale, pledge, or transfer, except upon the conditions specified in this Agreement, which conditions are intended to ensure compliance with
the provisions of the Securities Act. A transferring Holder will cause any proposed purchaser, pledgee, or transferee of the Preferred Stock and the Registrable Securities held by such Holder to agree to take and hold such securities subject to the
provisions and upon the conditions specified in this Agreement. 
 (b) Each certificate, instrument, or book entry
representing (i) the Preferred Stock, (ii) the Registrable Securities, and (iii) any other securities issued in respect of the securities referenced in clauses (i) and (ii), upon any stock split, stock
dividend, recapitalization, merger, consolidation, or similar event, shall (unless otherwise permitted by the provisions of Subsection 2.12(c)) be notated with a legend substantially in the following form: 

THE SECURITIES REPRESENTED HEREBY HAVE BEEN ACQUIRED FOR INVESTMENT AND HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF
1933, AS AMENDED. SUCH SHARES MAY NOT BE SOLD, PLEDGED, OR TRANSFERRED IN THE ABSENCE OF SUCH REGISTRATION OR A VALID EXEMPTION FROM THE REGISTRATION AND PROSPECTUS DELIVERY REQUIREMENTS OF SAID ACT. 

THE SECURITIES REPRESENTED HEREBY MAY BE TRANSFERRED ONLY IN ACCORDANCE WITH THE TERMS OF AN AGREEMENT BETWEEN THE COMPANY AND
THE STOCKHOLDER, A COPY OF WHICH IS ON FILE WITH THE SECRETARY OF THE COMPANY. 
 The Holders consent to the Company making
a notation in its records and giving instructions to any transfer agent of the Restricted Securities in order to implement the restrictions on transfer set forth in this Subsection 2.12. 

(c) The holder of such Restricted Securities, by acceptance of ownership thereof, agrees to comply in all respects with the
provisions of this Section 2. Before any proposed sale, pledge, or transfer of any Restricted Securities, unless there is in effect a registration statement under the Securities Act covering the proposed transaction, the
Holder thereof shall give notice to the Company of such Holder’s intention to effect such sale, pledge, or transfer. Each such notice shall describe the manner and circumstances of the proposed sale, pledge, or transfer in sufficient detail
and, if reasonably requested by the Company, shall be accompanied at such Holder’s expense by either (i) a written opinion of legal counsel who shall, 

  
 14 

 
and whose legal opinion shall, be reasonably satisfactory to the Company, addressed to the Company, to the effect that the proposed transaction may be effected without registration under the
Securities Act; (ii) a “no action” letter from the SEC to the effect that the proposed sale, pledge, or transfer of such Restricted Securities without registration will not result in a recommendation by the staff of the SEC that
action be taken with respect thereto; or (iii) any other evidence reasonably satisfactory to counsel to the Company to the effect that the proposed sale, pledge, or transfer of the Restricted Securities may be effected without registration
under the Securities Act, whereupon the Holder of such Restricted Securities shall be entitled to sell, pledge, or transfer such Restricted Securities in accordance with the terms of the notice given by the Holder to the Company. The Company will
not require such a legal opinion or “no action” letter (x) in any transaction in compliance with SEC Rule 144; or (y) in any transaction in which such Holder distributes Restricted Securities to an Affiliate of such Holder for no
consideration; provided that each transferee agrees in writing to be subject to the terms of this Subsection 2.12. Each certificate, instrument, or book entry representing the Restricted Securities transferred as
above provided shall be notated with, except if such transfer is made pursuant to SEC Rule 144, the appropriate restrictive legend set forth in Subsection 2.12(b), except that such certificate instrument, or book entry
shall not be notated with such restrictive legend if, in the opinion of counsel for such Holder and the Company, such legend is not required in order to establish compliance with any provisions of the Securities Act. 

2.13 Termination of Registration Rights. The right of any Holder to request registration or inclusion of Registrable
Securities in any registration pursuant to Subsections 2.1 or 2.2 shall terminate upon the earlier to occur of: 

(a) the closing of a Deemed Liquidation Event (as defined in the Restated Certificate); and 

(b) the fifth (5th) anniversary of the Qualified IPO. 

3. Information and Observer Rights. 

3.1 Delivery of Financial Statements and Other Information. The Company shall deliver to each Major Investor:

 (a) as soon as practicable, but in any event within one hundred twenty (120) days after the end of each fiscal year
of the Company (i) a balance sheet as of the end of such year, (ii) statements of income and of cash flows for such year, and a comparison between (x) the actual amounts as of and for such fiscal year and (y) the comparable
amounts for the prior year and as included in the Budget (as defined in Subsection 3.1(e)) for such year, with an explanation of any material differences between such amounts and a schedule as to the sources and
applications of funds for such year, and (iii) a statement of stockholders’ equity as of the end of such year, all such financial statements audited and certified by independent public accountants of regionally recognized standing selected
by the Company; 
 (b) as soon as practicable, but in any event within thirty (30) days after the end of each of the
first three (3) quarters of each fiscal year of the Company, unaudited statements of income and cash flows for such fiscal quarter, and an unaudited balance sheet and a 

  
 15 

 
statement of stockholders’ equity as of the end of such fiscal quarter, all prepared in accordance with GAAP (except that such financial statements may (i) be subject to normal year-end audit adjustments; and (ii) not contain all notes thereto that may be required in accordance with GAAP); 

(c) as soon as practicable, but in any event within thirty (30) days after the end of each of the first three
(3) quarters of each fiscal year of the Company, a statement showing the number of shares of each class and series of capital stock and securities convertible into or exercisable for shares of capital stock outstanding at the end of the period,
the Common Stock issuable upon conversion or exercise of any outstanding securities convertible or exercisable for Common Stock and the exchange ratio or exercise price applicable thereto, and the number of shares of issued stock options and stock
options not yet issued but reserved for issuance, if any, all in sufficient detail as to permit the Investors to calculate their respective percentage equity ownership in the Company, and certified by the chief financial officer or chief executive
officer of the Company as being true, complete, and correct; 
 (d) as soon as practicable, but in any event within thirty
(30) days of the end of each month, an unaudited income statement and statement of cash flows for such month, and an unaudited balance sheet and statement of stockholders’ equity as of the end of such month, all prepared in accordance with
GAAP (except that such financial statements may (i) be subject to normal year-end audit adjustments and (ii) not contain all notes thereto that may be required in accordance with GAAP); 

(e) as soon as practicable, but in any event thirty (30) days before the end of each fiscal year, a budget and business
plan for the next fiscal year (collectively, the “Budget”), prepared on a monthly basis, including balance sheets, income statements, and statements of cash flow for such months and, promptly after prepared, any other budgets
or revised budgets prepared by the Company; 
 (f) as soon as practicable following their provision to the Board of
Directors, as applicable, copies of any forecasts or updates thereto provided to management and/or the Board of Directors (provided, however, that the information in this clause (f) shall only be provided to Malin (as defined
below)); and 
 (g) as soon as practicable, but in any event within thirty (30) days after the end of each fiscal
quarter of the Company, an update on headcount by department and geographic location (provided, however, that the information in this clause (g) shall only be provided to Malin). 

If, for any period, the Company has any subsidiary whose accounts are consolidated with those of the Company, then, in respect
of such period, the financial statements delivered pursuant to the foregoing sections shall be the consolidated and consolidating financial statements of the Company and all such consolidated subsidiaries.

Notwithstanding anything else in this Subsection 3.1 to the contrary, the Company may cease
providing the information set forth in this Subsection 3.1 during the period starting with the date thirty (30) days before the Company’s good-faith estimate of the date of filing or submission of a registration
statement if it reasonably concludes it must do so to comply with the 

  
 16 

 
SEC rules applicable to such registration statement and related offering; provided that the Company’s covenants under this Subsection 3.1 shall be reinstated
at such time as the Company is no longer actively employing its commercially reasonable efforts to cause such registration statement to become effective. 

3.2 Inspection. The Company shall permit each Major Investor, at such Major Investor’s expense, to visit and
inspect the Company’s properties, examine its books of account and records, and discuss the Company’s affairs, finances, and accounts with its officers, during normal business hours of the Company as may be reasonably requested by the
Investor; provided, however, that the Company shall not be obligated pursuant to this Subsection 3.2 to provide access to any information that it reasonably and in good faith considers to be a trade secret or
confidential information (unless covered by an enforceable confidentiality agreement, in form acceptable to the Company) or the disclosure of which would adversely affect the attorney-client privilege between the Company and its counsel. 

3.3 Termination of Information Rights. The covenants set forth in Subsection 3.1 and
Subsection 3.2 shall terminate and be of no further force or effect (i) immediately before the consummation of the IPO, (ii) when the Company first becomes subject to the periodic reporting requirements of
Sections 12(g) or 15(d) of the Exchange Act, or (iii) upon the consummation of a Deemed Liquidation Event, whichever event occurs first. 

3.4 Confidentiality. Each Investor agrees that such Investor will keep confidential and will not disclose, divulge, or
use for any purpose (other than to monitor its investment in the Company) any confidential information obtained from the Company pursuant to the terms of this Agreement (including notice of the Company’s intention to file a registration
statement), unless such confidential information (a) is known or becomes known to the public in general (other than as a result of a breach of this Subsection 3.4 by such Investor), (b) is or has been
independently developed or conceived by the Investor without use of the Company’s confidential information, or (c) is or has been made known or disclosed to the Investor by a third party without a breach known by the Investor of any
obligation of confidentiality such third party may have to the Company; provided, however, that an Investor may disclose confidential information (i) to its attorneys, accountants, consultants, and other professionals to the
extent necessary to obtain their services in connection with monitoring its investment in the Company; (ii) to any prospective purchaser of any Registrable Securities from such Investor, if such prospective purchaser agrees to be bound by the
provisions of this Subsection 3.4; (iii) to any existing or prospective Affiliate, partner, member, stockholder, or wholly owned subsidiary of such Investor in the ordinary course of business, provided
that such Investor informs such Person that such information is confidential and directs such Person to maintain the confidentiality of such information; or (iv) as may otherwise be required by law, provided that the Investor promptly
notifies the Company of such disclosure and takes reasonable steps to minimize the extent of any such required disclosure. 

4. Rights to Future Stock Issuances. 

4.1 Right of First Offer. Subject to the terms and conditions of this Subsection 4.1 and
applicable securities laws, if the Company proposes to offer or sell any New Securities, the Company shall first offer such New Securities to each Major Investor. A Major 

  
 17 

 
Investor shall be entitled to apportion the right of first offer hereby granted to such Major Investor in such proportions as it deems appropriate, among (i) itself, (ii) its Affiliates
and (iii) its beneficial interest holders, such as limited partners, members or any other Person having “beneficial ownership,” as such term is defined in Rule 13d-3 promulgated under the
Exchange Act, of such Major Investor (“Investor Beneficial Owners”); provided that each such Affiliate or Investor Beneficial Owner (x) is not a competitor or FOIA Party, unless such party’s purchase
of New Securities is otherwise consented to by the Board of Directors and (y) agrees to enter into this Agreement and each of the Voting Agreement and Right of First Refusal and Co-Sale Agreement of even
date herewith among the Company, the Investors and the other parties named therein, as an “Investor” under each such agreement (provided that any competitor or FOIA Party shall not be entitled to any rights as an Investor under
Subsections 3.1 or 3.2 hereof). 
 (a) The Company shall give notice (an “Offer
Notice”) to each Major Investor, stating (i) its bona fide intention to offer New Securities, (ii) the number of such New Securities to be offered, and (iii) the price and terms, if any, upon which the Company proposes to
offer such New Securities. 
 (b) By notification to the Company within twenty (20) days after the Offer Notice is
given, each Major Investor may elect to purchase or otherwise acquire, at the price and on the terms specified in the Offer Notice, up to that portion of such New Securities which equals the proportion that the Common Stock then held by such Major
Investor (including all shares of Common Stock then issuable (directly or indirectly) upon conversion and/or exercise, as applicable, of the Preferred Stock and any other Derivative Securities then held by such Major Investor) bears to the total
Common Stock of the Company then outstanding (assuming full conversion and/or exercise, as applicable, of all Preferred Stock and other Derivative Securities). At the expiration of such twenty (20)-day period,
the Company shall promptly notify each Major Investor that elects to purchase or acquire all the shares available to it (each, a “Fully Exercising Investor”) of any other Major Investor’s failure to do likewise. During
the ten (10)-day period commencing after the Company has given such notice, each Fully Exercising Investor may, by giving notice to the Company, elect to purchase or acquire, in addition to the number of
shares specified above, up to that portion of the New Securities for which Major Investors were entitled to subscribe but that were not subscribed for by the Major Investors which is equal to the proportion that the Common Stock issued and held, or
issuable (directly or indirectly) upon conversion and/or exercise, as applicable, of Preferred Stock and any other Derivative Securities then held, by such Fully Exercising Investor bears to the Common Stock issued and held, or issuable (directly or
indirectly) upon conversion and/or exercise, as applicable, of the Preferred Stock and any other Derivative Securities then held, by all Fully Exercising Investors who wish to purchase such unsubscribed shares. The closing of any sale
pursuant to this Subsection 4.1(b) shall occur within the later of ninety (90) days of the date that the Offer Notice is given and the date of initial sale of New Securities pursuant to
Subsection 4.1(c). 
 (c) If all New Securities referred to in the Offer Notice are not elected
to be purchased or acquired as provided in Subsection 4.1(b), the Company may, during the ninety (90)-day period following the expiration of the periods provided in
Subsection 4.1(b), offer and sell the remaining unsubscribed portion of such New Securities to any Person or Persons at a price not less than, and upon terms no more favorable to the offeree than, those specified in the
Offer Notice. If the Company does not enter into an agreement for the sale of the New Securities within 

  
 18 

 
such period, or if such agreement is not consummated within thirty (30) days of the execution thereof, the right provided hereunder shall be deemed to be revived and such New Securities
shall not be offered unless first reoffered to the Investors in accordance with this Subsection 4.1. 

(d) The right of first offer in this Subsection 4.1 shall not be applicable to (i) Exempted
Securities (as defined in the Restated Certificate), (ii) shares of Common Stock issued in the IPO and (iii) the issuance of shares of Series B Preferred pursuant to the Purchase Agreement. 

4.2 Termination. The covenants set forth in Subsection 4.1 shall terminate and be of no
further force or effect (i) immediately before the consummation of the Qualified IPO or (ii) upon the consummation of a Deemed Liquidation Event, whichever event occurs first. 

5. Additional Covenants. 

5.1 Insurance. The Company shall use its commercially reasonable efforts to maintain, from financially sound and
reputable insurers, Directors and Officers liability insurance and term “key person” insurance on Eric Ostertag, each in an amount and on terms and conditions satisfactory to the Board of Directors, until such time as the Board of
Directors determines that such insurance should be discontinued. The “key person” policy shall name the Company as loss payee, and neither policy shall be cancelable by the Company without prior approval by the Board of Directors
(including at least one (1) Series Preferred Director). Eric Ostertag has represented to the Company that, to the extent Mr. Ostertag is named under such “key person” policy, Mr. Ostertag will execute and deliver to the
Company, as reasonably requested, a written notice and consent form with respect to such policy. Notwithstanding any other provision of this Section 5.1 to the contrary, for so long as a Series Preferred Director is serving
on the Board of Directors, the Company shall not cease to maintain a Directors and Officers liability insurance policy in an amount of at least $2,000,000, or such other amount as agreed to by the Board of Directors (including at least one
(1) Series Preferred Director), and the Company shall annually, within one hundred twenty (120) days after the end of each fiscal year of the Company, deliver to the Series Preferred Directors a certification that such a Directors and
Officers liability insurance policy remains in effect. 
 5.2 Employee Agreements. The Company will cause each
person now or hereafter employed by it or by any subsidiary (or engaged by the Company or any subsidiary as a consultant/independent contractor) with access to confidential information and/or trade secrets to enter into a nondisclosure and
proprietary rights assignment agreement. In addition, the Company shall not amend, modify, terminate, waive, or otherwise alter, in whole or in part, any of the above-referenced agreements or any restricted stock agreement between the Company and
any employee, without the consent of the Board of Directors. 
 5.3 Employee Stock. Unless otherwise approved
by the Board of Directors or a duly authorized committee thereof, all future employees and consultants of the Company who purchase, receive options to purchase, or receive awards of shares of the Company’s capital stock after the date hereof
shall be required to execute restricted stock or option 

  
 19 

 
agreements, as applicable, providing for vesting of shares as determined by the Board of Directors or a duly authorized committee thereof. 

5.4 Board Matters. Unless otherwise determined by the vote of a majority of the directors then in office, the Board of
Directors shall meet at least quarterly in accordance with an agreed-upon schedule. The Company shall reimburse the non-employee directors for all reasonable out-of-pocket travel expenses incurred (consistent with the Company’s travel policy) in connection with attending meetings of the Board of Directors or other activities, including, but not limited to
meetings and conferences, each as required or requested by the Company. 
 5.5 Successor Indemnification. If the
Company or any of its successors or assignees consolidates with or merges into any other Person and is not the continuing or surviving corporation or entity of such consolidation or merger, then to the extent necessary, proper provision shall be
made so that the successors and assignees of the Company assume the obligations of the Company with respect to indemnification of members of the Board of Directors as in effect immediately before such transaction, whether such obligations are
contained in the Company’s Bylaws, the Restated Certificate, or elsewhere, as the case may be. 
 5.6
Indemnification Matters. The Company hereby acknowledges that one (1) or more of the directors nominated to serve on the Board of Directors by the Investors (each, a “Designated Director”) may have certain rights
to indemnification, advancement of expenses and/or insurance provided by one or more of the Investors and certain of their Affiliates (collectively, the “Other Indemnitors”). The Company hereby agrees (a) that it is
the indemnitor of first resort (i.e., its obligations to any such Designated Director are primary and any obligation of the Other Indemnitors to advance expenses or to provide indemnification for the same expenses or liabilities incurred by
such Designated Director are secondary); (b) that the Company shall be required to advance the full amount of expenses incurred by such Designated Director and shall be liable for the full amount of all expenses, judgments, penalties, fines and
amounts paid in settlement by or on behalf of any such Designated Director to the extent legally permitted and as required by the Restated Certificate or the Bylaws of the Company (or any agreement between the Company and such Designated Director),
without regard to any rights such Designated Director may have against the Other Indemnitors; and (c) that the Company irrevocably waives, relinquishes and releases the Other Indemnitors from any and all claims against the Other Indemnitors for
contribution, subrogation or any other recovery of any kind in respect thereof. The Company further agrees that no advancement or payment by the Other Indemnitors on behalf of any Designated Director with respect to any claim for which such
Designated Director has sought indemnification from the Company shall affect the foregoing and the Other Indemnitors shall have a right of contribution and/or be subrogated to the extent of such advancement or payment to all of the rights of
recovery of such Designated Director against the Company. 
 5.7 Right to Conduct Activities. The Company hereby
agrees and acknowledges that Malin Life Sciences Holdings Limited (together with its Affiliates, “Malin”), Longitude Venture Partners III, L.P. (together with its Affiliates, “Longitude”) and
Vivo Capital Fund VIII, L.P. (together with its Affiliates, “Vivo”) each invest in numerous portfolio companies, some of which may be deemed competitive with the Company’s business (as currently conducted or as currently
propose to be conducted). The Company hereby agrees that, to the extent permitted 

  
 20 

 
under applicable law, neither Malin, Longitude and Vivo shall be liable to the Company for any claim arising out of, or based upon, (i) the investment by Malin, Longitude or Vivo, as
applicable, in any entity competitive with the Company, or (ii) actions taken by any partner, shareholder, director, officer or other representative of Malin, Longitude or Vivo, as applicable, to assist any such competitive company,
whether or not such action was taken as a member of the board of directors of such competitive company or otherwise, and whether or not such action has a detrimental effect on the Company; provided, however, that the foregoing shall
not relieve (x) any of the Investors from liability associated with the unauthorized disclosure of the Company’s confidential information obtained pursuant to this Agreement, or (y) any director of the Company from any liability
associated with his or her fiduciary duties to the Company. 
 5.8 Foreign Corrupt Practices Act. The Company shall
not, and shall not permit any of its Affiliates or any of its or their respective directors, officers, managers, members or employees, in each case with respect to the Company’s business, to, (a) give, agree, offer or promise to give any
illegal gift, contribution, payment, bribe, kickback or anything of value to any supplier, customer, governmental official or employee, political party, candidate for public office or other Person or entity who was, is or may be in a position to
help or hinder the Company or make or agree to make an illegal contribution, or reimburse any illegal political gift or contribution made by any other person or entity, to any candidate for federal, state, local or foreign public office or political
party, or (b) establish or maintain any unrecorded fund or asset or made any false, incomplete or misleading entries on any books or records for any purpose, in each case, in violation of the U.S. Foreign Corrupt Practices Act or other
applicable anti-corruption laws in any applicable jurisdiction. 
 5.9 Termination of Covenants. The covenants set
forth in this Section 5, except for Subsections 5.5, 5.6, 5.7 and 5.8 shall terminate and be of no further force or effect (i) immediately before the consummation of the IPO or
(ii) upon the consummation of a Deemed Liquidation Event, whichever event occurs first. 
 6. Miscellaneous.

 6.1 Successors and Assigns. The terms and conditions of this Agreement shall inure to the benefit of and be
binding upon the respective successors and permitted assignees of the parties. The rights under this Agreement may be assigned (but only with all related obligations) by a Holder to a transferee of Registrable Securities that (i) is an
Affiliate of a Holder; (ii) is a Holder’s Immediate Family Member or a trust for the benefit of an individual Holder or one or more of such Holder’s Immediate Family Members; or (iii) after such transfer, holds at least 250,000
Registrable Securities (subject to appropriate adjustment for stock splits, stock dividends, combinations, and other recapitalizations) other than a competitor of the Company; provided, however, that (x) the Company, within a
reasonable time after such transfer, is furnished with written notice of the name and address of such transferee and the Registrable Securities with respect to which such rights are being transferred; and (y) such transferee agrees in a written
instrument delivered to the Company to be bound by and subject to the terms and conditions of this Agreement. For the purposes of determining the number of shares of Registrable Securities held by a transferee, the holdings of a transferee
(1) that is an Affiliate or stockholder of a Holder; (2) who is a Holder’s Immediate Family Member; or (3) that is a trust for the benefit of an individual Holder or such Holder’s Immediate Family Member shall be aggregated
together 

  
 21 

 
and with those of the transferring Holder; and provided, further, that all transferees who would not qualify individually for assignment of rights shall have a single attorney-in-fact for the purpose of exercising any rights, receiving notices, or taking any action under this Agreement. Nothing in this Agreement, express or implied, is
intended to confer upon any party other than the parties hereto or their respective successors and permitted assignees any rights, remedies, obligations or liabilities under or by reason of this Agreement, except as expressly provided herein. 

6.2 Governing Law. This Agreement shall be governed by the internal law of the State of Delaware as applied to
agreements among Delaware residents entered into and to be performed entirely within the State of Delaware, without regard to principles thereof regarding conflict of laws. 

6.3 Counterparts. This Agreement may be executed in two (2) or more counterparts, each of which shall be deemed
an original, but all of which together shall constitute one and the same instrument. Counterparts may be delivered via facsimile, electronic mail (including .pdf or any electronic signature complying with the U.S. federal ESIGN Act of 2000,
e.g., www.docusign.com) or other transmission method and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.  

6.4 Titles and Subtitles. The titles and subtitles used in this Agreement are for convenience only and are not to be
considered in construing or interpreting this Agreement. 
 6.5 Notices. All notices and other communications given
or made pursuant to this Agreement shall be in writing and shall be deemed effectively given upon the earlier of actual receipt or (i) personal delivery to the party to be notified; (ii) when sent, if sent by electronic mail or facsimile
during the recipient’s normal business hours, and if not sent during normal business hours, then on the recipient’s next business day; (iii) five (5) days after having been sent by registered or certified mail, return receipt
requested, postage prepaid; or (iv) one (1) business day after the business day of deposit with a nationally recognized overnight courier, freight prepaid, specifying next-day delivery, with written
verification of receipt. All communications shall be sent to the Investors at their addresses as set forth on Schedule A hereto, or to such e-mail address, facsimile number, or address as subsequently
modified by written notice given in accordance with this Subsection 6.5. 
 If notice is given to the Company, it
shall be sent to: 
 Poseida Therapeutics, Inc. 

4242 Campus Point Court, Suite 700 

San Diego, California 92121 

Attention: Eric Ostertag, Chief Executive Officer 

and a copy (which shall not constitute notice) shall also be sent to: 

Cooley LLP 

One Freedom Square, Reston Town Center 

11951 Freedom Drive 

Reston, Virginia 20190-5656 

Attention: Kenneth Krisko, Esq. 

Facsimile: (703) 456-8100 

  
 22 

 E-mail: kkrisko@cooley.com 

If notice is given to Longitude or its Affiliates, a copy shall also be sent to: 

Latham & Watkins LLP 

140 Scott Drive 

Menlo Park, CA 94025 

Attention Brian J. Cuneo, Esq. 

Facsimile: (650) 463 2600 

E-mail brian.cuneo@lw.com 

If notice is given to Malin, a copy shall also be sent to: 

DLA Piper LLP (US) 

51 John F. Kennedy Parkway, Suite 120 

Short Hills, New Jersey 07078 

Attention: Andrew P. Gilbert, Esq. 

E-mail andrew.gilbert@dlapiper.com 

6.6 Amendments and Waivers. Any term of this Agreement may be amended and the observance of any term of this Agreement
may be waived (either generally or in a particular instance, and either retroactively or prospectively) only with the written consent of the Company and Investors holding at least seventy-five percent (75%) of the Registrable Securities that are
held by all of the Investors; provided that the Company may in its sole discretion waive compliance with Subsection 2.12(c) (and the Company’s failure to object promptly in writing after notification of a proposed
assignment allegedly in violation of Subsection 2.12(c) shall be deemed to be a waiver); and provided, further, that any provision hereof may be waived by any waiving party on such party’s own behalf,
without the consent of any other party. Notwithstanding the foregoing, this Agreement may not be amended or terminated and the observance of any term hereof may not be waived with respect to any Investor without the written consent of such Investor,
unless such amendment, termination, or waiver applies to all Investors in the same fashion (it being agreed that a waiver of the provisions of Section 4 with respect to a particular transaction shall be deemed to apply to
all Investors in the same fashion if such waiver does so by its terms, notwithstanding the fact that certain Investors may nonetheless, by agreement with the Company, purchase securities in such transaction). Further, this Agreement may not be
amended, and no provision hereof may be waived, in each case, in any way which would adversely affect the rights of the Key Holders hereunder in a manner disproportionate to any adverse effect such amendment or waiver would have on the rights of the
Investors hereunder, without also the written consent of the holders of a majority of the Registrable Securities held by the Key Holders. The Company shall give prompt notice of any amendment or termination hereof or waiver hereunder to any party
hereto that did not consent in writing to such amendment, termination or waiver. Any amendment, termination or waiver effected in accordance with this Subsection 6.6 shall be binding on all parties hereto, regardless of
whether any such party has consented thereto. No waivers of or exceptions to any term, condition, or provision of this Agreement, in any one or more instances, shall be deemed to be or construed as a further or continuing waiver of any such term,
condition, or provision. 
 6.7 Severability. In case any one or more of the provisions contained in this Agreement
is for any reason held to be invalid, illegal or unenforceable in any respect, such 

  
 23 

 
invalidity, illegality, or unenforceability shall not affect any other provision of this Agreement, and such invalid, illegal, or unenforceable provision shall be reformed and construed so that
it will be valid, legal, and enforceable to the maximum extent permitted by law. 
 6.8 Aggregation of Stock. All
shares of Registrable Securities held or acquired by Affiliates shall be aggregated together for the purpose of determining the availability of any rights under this Agreement and such Affiliated persons may apportion such rights as among themselves
in any manner they deem appropriate. 
 6.9 Entire Agreement. This Agreement (including any Schedules and Exhibits
hereto) constitutes the full and entire understanding and agreement among the parties with respect to the subject matter hereof, and any other written or oral agreement relating to the subject matter hereof existing between the parties is expressly
canceled. To the extent that a party hereto is also party to that certain Stockholder Agreement, dated as of February 10, 2015, by and among the Company, Transposagen and the stockholders party thereto (the “February Stockholder
Agreement”), each such party agrees that the terms set forth herein shall govern in the event of any conflict between such terms and the terms of the February Stockholder Agreement. 

6.10 Dispute Resolution. The parties (a) hereby irrevocably and unconditionally submit to the jurisdiction of the
state courts of Delaware and to the jurisdiction of the United States District Court for the District of Delaware for the purpose of any suit, claim, action or other proceeding arising out of or based upon this Agreement (each, a
“Proceeding”), (b) agree not to commence any Proceeding except in the state courts of Delaware or the United States District Court for the District of Delaware, and (c) hereby waive, and agree not to assert, by way
of motion, as a defense, or otherwise, in any such Proceeding any claim that it is not subject personally to the jurisdiction of the above-named courts, that its property is exempt or immune from attachment or execution, that the suit, action or
proceeding is brought in an inconvenient forum, that the venue of the suit, action or proceeding is improper or that this Agreement or the subject matter hereof may not be enforced in or by such court. If any party to this Agreement seeks to enforce
its rights under this Agreement by legal proceedings, the non-prevailing party shall pay all costs and expenses incurred by the prevailing party, including, without limitation, all reasonable attorneys’
fees, in addition to any other relief to which such party may be entitled. 
 6.11 WAIVER OF JURY TRIAL. EACH PARTY
HEREBY WAIVES ITS RIGHTS TO A JURY TRIAL OF ANY CLAIM OR CAUSE OF ACTION BASED UPON OR ARISING OUT OF THIS AGREEMENT, THE OTHER TRANSACTION DOCUMENTS, THE SECURITIES OR THE SUBJECT MATTER HEREOF OR THEREOF. THE SCOPE OF THIS WAIVER IS INTENDED TO BE
ALL-ENCOMPASSING OF ANY AND ALL DISPUTES THAT MAY BE FILED IN ANY COURT AND THAT RELATE TO THE SUBJECT MATTER OF THIS TRANSACTION, INCLUDING, WITHOUT LIMITATION, CONTRACT CLAIMS, TORT CLAIMS (INCLUDING
NEGLIGENCE), BREACH OF DUTY CLAIMS, AND ALL OTHER COMMON LAW AND STATUTORY CLAIMS. THIS SECTION HAS BEEN FULLY DISCUSSED BY EACH OF THE PARTIES HERETO AND THESE PROVISIONS WILL NOT BE SUBJECT TO ANY EXCEPTIONS. EACH PARTY HERETO HEREBY FURTHER
WARRANTS AND REPRESENTS THAT SUCH PARTY HAS REVIEWED THIS WAIVER WITH ITS LEGAL COUNSEL, AND THAT SUCH PARTY 

  
 24 

 
KNOWINGLY AND VOLUNTARILY WAIVES ITS JURY TRIAL RIGHTS FOLLOWING CONSULTATION WITH LEGAL COUNSEL. 

6.12 Delays or Omissions. No delay or omission to exercise any right, power, or remedy accruing to any party under
this Agreement, upon any breach or default of any other party under this Agreement, shall impair any such right, power, or remedy of such nonbreaching or nondefaulting party, nor shall it be construed to be a waiver of or acquiescence to any such
breach or default, or to any similar breach or default thereafter occurring, nor shall any waiver of any single breach or default be deemed a waiver of any other breach or default theretofore or thereafter occurring. All remedies, whether under this
Agreement or by law or otherwise afforded to any party, shall be cumulative and not alternative. 
 6.13
Acknowledgment. The Company acknowledges that the Investors are in the business of venture capital investing and therefore review the business plans and related proprietary information of many enterprises, including enterprises which may have
products or services which compete directly or indirectly with those of the Company. Nothing in this Agreement shall preclude or in any way restrict any Investor from investing or participating in any particular enterprise whether or not such
enterprise has products or services which compete with those of the Company. 
 6.14 Additional Investors.
Notwithstanding anything to the contrary contained herein, if the Company issues additional shares of the Company’s Preferred Stock after the date hereof, any purchaser of such shares of Preferred Stock shall become a party to this Agreement by
executing and delivering an additional counterpart signature page to this Agreement, and thereafter shall be deemed an “Investor” for all purposes hereunder. No action or consent by the Investors shall be required for such joinder to this
Agreement by such additional Investor, so long as such additional Investor has agreed in writing to be bound by all of the obligations as an “Investor” hereunder. 

6.15 Amendment of Prior Agreement. The Prior Agreement is hereby amended and restated and superseded in its entirety
and restated herein. Such amendment and restatement shall be effective upon the execution of this Agreement by the Company and the parties required for an amendment pursuant to Section 6.6 of the Prior Agreement. Upon such execution, all
provisions of, rights granted and covenants made in the Prior Agreement are waived, released and superseded in their entirety by the provisions hereof and shall have no further force or effect. 

[Remainder of Page Intentionally Left Blank; Signature Pages Follow] 

  
 25 

 IN WITNESS WHEREOF, the
parties have executed this Agreement as of the date first written above. 
  

			
	COMPANY:
	
	POSEIDA THERAPEUTICS, INC.
		
	By:	 	/s/ Eric Ostertag
		 	Name: Eric Ostertag
		 	Title: Chief Executive Officer

 [SIGNATURE PAGE TO AMENDED
AND RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	MALIN LIFE SCIENCES HOLDINGS LIMITED
		
	By:	 	/s/ Adrian Howd
	Name: Adrian Howd
	Its: CEO

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	LONGITUDE VENTURE PARTNERS III, L.P.
	 By: Longitude Capital Partners III, LLC

	 Its: General Partner

		
	 By:
	 	 /s/ David Hirsch

	 Name: David Hirsch

	 Its: Managing Director

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	BOXER CAPITAL, LLC
		
	By:	 	/s/ Aaron Davis
	 Name: Aaron Davis

	 Its: Chief Executive Officer

	
	MVA INVESTORS, LLC
		
	By:	 	/s/ Aaron Davis
	 Name: Aaron Davis

	 Its: Chief Executive Officer

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	VIVO CAPITAL FUND VIII, L.P.
	 By:
	 	 Vivo Capital VIII, LLC

	 Its: General Partner

		
	By:	 	/s/ Albert Cha
	 Name: Albert Cha

	 Its: Managing Member

	
	VIVO CAPITAL SURPLUS FUND VIII, L.P.
	 By: Vivo Capital VIII, LLC

	 Its: General Partner

		
	By:	 	/s/ Albert Cha
	 Name: Albert Cha

	 Its: Managing Member

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	R. CHRISTIAN B. EVENSEN LIVING TRUST
		
	By:	 	/s/ R. Christian B. Evensen
	 Name: R. Christian B. Evensen

	 Its: Trustee

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	INVESTOR:
	
	TWIN PRIME INVESTMENTS LLC
		
	By:	 	/s/ Eric Ostertag
	 Name: Eric M. Ostertag

	 Its: Sole Director

  

									
	THE OSTERTAG FAMILY TRUST DATED MARCH 30, 2016	 	
					
	By:	 	/s/ Eric Ostertag	 		 	By:	 	/s/ Zahra Tavakoli
	 Name: Eric M. Ostertag
	 		 	 Name: Zahra Tavakoli

	 Its: Trustee
	 		 	 Its: Trustee

 THE ERIC OSTERTAG LIVING TRUST DATED MARCH 30, 2016 

			
		
	By:	 	/s/ Eric Ostertag
	 Name: Eric M. Ostertag

	 Its: Trustee

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

									
	KEY HOLDERS:	 	
		
	THE OSTERTAG FAMILY TRUST DATED MARCH 30, 2016	 	
					
	By:	 	/s/ Eric Ostertag	 		 	By:	 	/s/ Zahra Tavakoli
	Name: Eric M. Ostertag	 		 	Name: Zahra Tavakoli
	Its: Trustee	 		 	Its: Trustee

 THE ERIC OSTERTAG LIVING TRUST DATED MARCH 30, 2016 

			
		
	By:	 	/s/ Eric Ostertag
	Name: Eric M. Ostertag
	Its: Trustee

			
	
	ERIC M. OSTERTAG
		
	By:	 	/s/ Eric Ostertag

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

			
	KEY HOLDER:
	
	TITAN LLC
		
	By:	 	/s/ Jeffrey Bejma
	Name: Jeffrey Bejma
	Its: Manager

 [SIGNATURE PAGE TO AMENDED AND
RESTATED INVESTORS’ RIGHTS AGREEMENT] 

 SCHEDULE A 

INVESTORS 
  

			
	 Malin Life Sciences Holdings Limited
 2 Harbour
Square, Dun Laoghaire
 Dublin Ireland
 E-mail: proche@malinplc.com
 Attention: Padraic Roche, General Counsel
	  	 Malcolm J. Fraser, Jr.
 52138 Fall Creek Dr.

Granger, IN 46530
 fraser.1@nd.edu

		
	 Twin Prime Investments LLC
 3347 Meridian
Lane
 Reno, NV 89509
 ostertag@poseida.com

Attention: Eric Ostertag
	  	 The Ostertag Family Trust dated March 30, 2016
3347 Meridian Lane

Reno, NV 89509
 ostertag@poseida.com

		
	 The Eric Ostertag Living Trust dated March 30, 2016
3347 Meridian Lane

Reno, NV 89509
 ostertag@poseida.com
	  	 Hussein Kiliddar
 Paulina Gorodin

2507 Panama Street
 Philadelphia, PA 19103

hkiliddar@yahoo.com

		
	 Keith and Minnie Joung
 1 Magnolia Way

Winchester, MA 01890
 keith.joung1@gmail.com
	  	 Jasmine and Rena Patel
 43 Sapphire Drive

Princeton Junction, NJ 08550

jasminpatel00@gmail.com

		
	 Ronald G. Robey
 4315 East Brookhaven Way
Dr. NE
 Atlanta, GA 30319

rgrobey@smithcurrie.com
	  	 Martin McClelland
 c/o Regent Investment
Mgmt
4350 Brownsboro Rd, Ste. 120
 Louisville, KY 40207

marty@regentinvest.com

		
	 Blue Mist Investments LLC
 1321 Copper Creek
Dr
 Lexington, KY 40514
 Pace1957@aol.com
	  	 Darren King
 3202 Falls Creek Court

Prospect, KY 40056
 darren@envestor.com

		
	 Jeffrey Bejma
 1205 Bobolink Ave

Grafton, WI 53024
 jbejma2002@hotmail.com
	  	 American IRA, LLC FBO Josephine E.
 Hayden
IRA
 Attention: Erika
 137 Broad Street

Asheville, NC 28801 1901

		
	 Miller Family Holding Company, LLC
 c/o Richard
Miller
14494 Waterway Blvd
 Fishers, IN 46040

rcmiller02@gmail.com
	  	 Paiman (Peter) Ghoroghchian
 25 Holyoke Street,
Apt 7
 Boston, MA 02116

			
	 Larrdims LLC
 4755 Township Chase
Marietta,
GA 30066
 dinuka.samarasinghe@gmail.com

Attn:    Rushan Samarasinghe
	  	 Commonwealth Seed Capital, LLC
 Attn: Gene
Fuqua
 300 West Vine Street, Suite 600
 Lexington,
KY

		
	 John R. Hall
 101 Idle Hour Drive #4

Lexington, KY 40502
	  	 Bradford Cowgill
 783 Chinoe Road

Lexington, KY

		
	 Rebecca B. Lewis
 224 Miller St.

Lexington, KY 40507
	  	 James E. Geisler
 608 Woodlake Drive

Louisville, KY

		
	 Brian Luftman
 360 Andover Drive

Lexington, KY 40502-2406
	  	 Jack Gill
 1330 Post Oak Blvd., #2580

Houston, TX

		
	 Richard C. Miller, Jr.
 14494 Waterway Blvd.

Fishers, IN 46040
	  	 Billy Harper
 960 North H.C. Mathis

Paducah, KY

		
	 Dr. Woodford Vanmeter
 216 Barrow Road

Lexington, KY
	  	 W. James Host
 2216 Savannah Lane

Lexington, KY

		
	 Saunders Capital Group LLC
 Attn: Robert S.
Saunders
 PO Box 99281
 Louisville, KY 40269
	  	 William Gatton Jones
 204 Locha Drive

Jupiter, FL

		
	 Robert Schiowitz
 7408 Sharpless Rd.

Melrose Park, PA 19027
	  	 Kaufmann Investment Ltd.
 352 South Broadway

Lexington, KY

		
	 Edward L. Sweeney
 2056 Bridgeport Drive

Lexington, KY 40502-2616
	  	 Kentucky Technology, Inc.
 1500 Bull Lea Road,
Ste. 100
 Lexington, KY

		
	 Paul Tumeh

1815-B Wyman Ave.
 San
Francisco, CA 94129
	  	 James R. Boyd
 2037 Lakeside Drive

Lexington, KY

			
	 Christopher Young
 P.O. Box 1110

Lexington, KY 40588
	  	 Craig Moughler
 305 Eagle Drive

Nicholasville, KY

		
	 Edward D. & Sharon S. Bullard
 101 Idle Hour
Drive, No. 5
 Lexington, KY
	  	 George Ward
 616 Centennial Lane

Lexington, KY

		
	 Paul Chellgren
 3200 N. Ocean Blvd., Unit
509
 Fort Lauderdale, FL
	  	 John A. Williams, Sr. Rev. Tr.
 4015 Alameda
Crescent
 Paducah, KY

		
	 Robert Mudd
 P.O. Box 910158

Lexington, KY
	  	 The Elyse R. Benjamin Trust
 88 W. Paces Ferry
Road, NW, Apt # 1630
 Atlanta, GA

		
	 Thomas Benjamin Self
 148 Woodland Ave.

Lexington, KY
	  	 The Erik M. Benjamin Trust
 88 W. Paces Ferry
Road, NW, Apt # 1630
 Atlanta, GA

		
	 Louise Shouse
 1208 Walkers Way

Lexington, KY
	  	 Marksbury Capital Group, LLC
 c/o Jen Shah Dean
Dorton Ford, PSC
 106 W. Vine Street, Ste. 600
 Lexington,
KY

		
	 Scott Smith
 95 Lighthouse Dr.

Jupiter, FL
	  	 Dr. Lee Todd Jr.
 2101 Hawksbury Way

Lexington, KY

		
	 Sean Smith
 93 Lighthouse Dr.

Jupiter, FL
	  	 Health Management Services, LLC
 2981 Four Pines
Dr., Unit 2
 Lexington, KY

		
	 Stewart A. Smith
 824 Euclid Avenue, Ste.
200
 Lexington, KY
	  	 Douglas J. Von Allmen
 9 Isla Bahia Drive

Ft. Lauderdale, FL

		
	 Joseph H. Terry
 1805 Saint Ives Circle

Lexington, KY
	  	 Baccarat Trade Investments Ltd.
 Victoria
Place
 31 Victoria Street
 Hamilton HM 10, Bermuda

sara.kauffman@muirstationcapital.com

			
	 Alex Boone Charitable Trust U/A 12/1/98

johnwalters@sterlingventures.com
	  	 Kingdom Trust Company FBO Darren
 King
3070528977
 darren@envestor.com

		
	 Rushan Samarasinghe
 4755 Township Chase

Marietta, GA 30066
 rushan@aol.com
	  	 Smith Family Revocable Trust
 4755 Township
Chase
 Marietta, GA 30066
 rushan@aol.com

		
	 Blackfyre Capital LLC
 30 N. Gould St. Suite
6290
 Sheridan, WY 82801
	  	 Melanie Samarasinghe
 481 Henry Street, Apt.
3
 Brooklyn, NY 11231

melanie.samarasinghe@gmail.com

		
	 Barak Mevorak
 14200 Ventura Blvd, Suite
#106
 Sherman Oaks, CA 91423
 barakmd@gmail.com
	  	 Digitai, LLC
 365 24th Street

Santa Monica, CA 90402
 barakmd@gmail.com

		
	 Sharet Davidyan
 479 Toucan Ridge CT

Henderson, NV 89012
 barakmd@gmail.com
	  	 Transposagen Biopharmaceuticals, Inc.

tom@transposagenbio.com
 Attention: Tom Isett

		
	 Rapha Capital Management GP
 4295 San Felipe,
Suite 370
 Houston, TX 77027
 kevin.slawin@gmail.com
	  	 Donna S. Hall
 101 Idle Hour Drive #4

Lexington, KY 40502

		
	 South Manitou LLC
 509 West 3rd St. #2

Lexington, KY 40508
	  	 Longitude Venture Partners III, L.P.
 c/o
Longitude Capital Partners III, LLC
 2740 Sand Hill Rd.
 Menlo
Park, CA 94025

		
	 Boxer Capital, LLC
 MVA Investors, LLC

9350 Conroy Windermere Road
 Tavistock House

Windermere, FL 34786
	  	 Vivo Capital Fund VIII, L.P.
 Vivo Capital
Surplus Fund VIII, L.P.
 505 Hamilton Ave., Suite 207
 Palo
Alto, CA 94301

		
	 R. Christian B. Evensen Living Trust
 4910
Vineta Avenue
 La Canada Flintridge, CA 91011
	  	

 SCHEDULE B 

KEY HOLDERS 
  

					
	 Name and Address
	  	Number of Shares Held	 
	 The Eric Ostertag Living Trust dated March 30, 2016
3347 Meridian Lane

Reno, NV 89509
 ostertag@poseida.com
	  	 	4,953,355	 
	 Titan LLC
 3347 Meridian Lane

Reno, NV 89509
 E-mail:
ostertag@poseida.com
	  	 	4,545,454	 
	 The Ostertag Family Trust dated March 30, 2016
3347 Meridian Lane

Reno, NV 89509
 ostertag@poseida.com
	  	 	1,198,923	 
	 NDS Trust Dated September 20, 2013
 13802
Mercado Drive
 Del Mar, CA 92014
 ndesilva00@gmail.com
	  	 	677,877	 
	 Larrdims LLC
 4755 Township Chase
Marietta,
GA 30066
 dinuka.samarasinghe@gmail.com
 Attn: Rushan
Samarasinghe
	  	 	597,429	 
	 Eric Ostertag
3347 Meridian Lane
 Reno, NV
89509
 ostertag@poseida.com
	  	 	336,816	 
	 Nishan de Silva
 13802 Mercado Drive

Del Mar, CA 92014
 ndesilva00@gmail.com
	  	 	132,218EX-4.3

 Exhibit 4.3 

THIS WARRANT AND THE SHARES ISSUABLE HEREUNDER HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE
“ACT”), OR THE SECURITIES LAWS OF ANY STATE AND, EXCEPT AS SET FORTH IN SECTIONS 5.3 AND 5.4 BELOW, MAY NOT BE OFFERED, SOLD, PLEDGED OR OTHERWISE TRANSFERRED UNLESS AND UNTIL REGISTERED UNDER SAID ACT AND LAWS OR, IN THE OPINION OF
LEGAL COUNSEL IN FORM AND SUBSTANCE SATISFACTORY TO THE COMPANY, SUCH OFFER, SALE, PLEDGE OR OTHER TRANSFER IS EXEMPT FROM SUCH REGISTRATION. 

WARRANT [__] TO PURCHASE STOCK 
  

			
	 Company:
	  	 POSEIDA THERAPEUTICS, INC., a Delaware corporation

		
	 Number of Shares:
	  	 58,309

		
	 Type/Series of Stock:
	  	 Series A-1 Preferred

		
	 Warrant Price:
	  	 $3.43 per share

		
	 Issue Date:
	  	 July 25, 2017

		
	 Expiration Date:
	  	 July 25, 2027 See also Section 5.1(b).

		
	 Credit Facility:
	  	 This Warrant to Purchase Stock (“Warrant”) is issued in connection with that certain Loan and Security
Agreement, of even date herewith among Oxford Finance LLC, as Lender and Collateral Agent, the Lenders from time to time party thereto, and the Company (as modified, amended and/or restated from time to time, the “Loan
Agreement”).

 THIS WARRANT CERTIFIES THAT, for good and valuable consideration, OXFORD FINANCE LLC
(“Oxford” and, together with any successor or permitted assignee or transferee of this Warrant or of any shares issued upon exercise hereof, “Holder”) is entitled to purchase the number of fully paid and non-assessable shares (the “Shares”) of the above-stated Type/Series of Stock (the “Class”) of the above-named company (the “Company”) at the above-stated Warrant
Price, all as set forth above and as adjusted pursuant to Section 2 of this Warrant, subject to the provisions and upon the terms and conditions set forth in this Warrant. 

SECTION 1. EXERCISE. 

1.1 Method of Exercise. Holder may at any time and from time to time exercise this Warrant, in whole or in part, by
delivering to the Company the original of this Warrant together with a duly executed Notice of Exercise in substantially the form attached hereto as Appendix 1 and, unless Holder is exercising this Warrant pursuant to a cashless exercise set forth
in Section 1.2, a check, wire transfer of same-day funds (to an account designated by the Company), or other form of payment acceptable to the Company for the aggregate Warrant Price for the Shares being
purchased. 
 1.2 Cashless Exercise. On any exercise of this Warrant, in lieu of payment of the aggregate Warrant
Price in the manner as specified in Section 1.1 above, but otherwise in accordance with the requirements of Section 1.1, Holder may elect to receive Shares equal to the value of this Warrant, or portion hereof as to which this Warrant is
being exercised. Thereupon, the Company shall issue to the Holder such number of fully paid and non-assessable Shares as are computed using the following formula: 

 

									
		 		 		 	 X = Y(A-B)/A

					
		 	 where:
	 		 		  	
					
		 		 		 	 X =
	  	 the number of Shares to be issued to the Holder;

					
		 		 		 	 Y =
	  	 the number of Shares with respect to which this Warrant is being exercised (inclusive of the Shares surrendered to the
Company in payment of the aggregate Warrant Price);

  
 1 

									
					
		 		 		 	 A =
	  	 the Fair Market Value (as determined pursuant to Section 1.3 below) of one Share; and

					
		 		 		 	 B =
	  	 the Warrant Price.

 1.3 Fair Market Value. If the Company’s common stock is then traded or quoted on a
nationally recognized securities exchange, inter-dealer quotation system or over-the-counter market (a “Trading Market”) and the Class is common
stock, the fair market value of a Share shall be the closing price or last sale price of a share of common stock reported for the Business Day immediately before the date on which Holder delivers this Warrant together with its Notice of Exercise to
the Company. If the Company’s common stock is then traded in a Trading Market and the Class is a series of the Company’s convertible preferred stock, the fair market value of a Share shall be the closing price or last sale price of a
share of the Company’s common stock reported for the Business Day immediately before the date on which Holder delivers this Warrant together with its Notice of Exercise to the Company multiplied by the number of shares of the Company’s
common stock into which a Share is then convertible. If the Company’s common stock is not traded in a Trading Market, the Board of Directors of the Company shall determine the fair market value of a Share in its reasonable good faith judgment.

 1.4 Delivery of Certificate and New Warrant. Within a reasonable time after Holder exercises this Warrant in the
manner set forth in Section 1.1 or 1.2 above, the Company shall deliver to Holder a certificate representing the Shares issued to Holder upon such exercise and, if this Warrant has not been fully exercised and has not expired, a new warrant of
like tenor representing the Shares not so acquired. 
 1.5 Replacement of Warrant. On receipt of evidence reasonably
satisfactory to the Company of the loss, theft, destruction or mutilation of this Warrant and, in the case of loss, theft or destruction, on delivery of an indemnity agreement reasonably satisfactory in form, substance and amount to the Company or,
in the case of mutilation, on surrender of this Warrant to the Company for cancellation, the Company shall, within a reasonable time, execute and deliver to Holder, in lieu of this Warrant, a new warrant of like tenor and amount. 

1.6 Treatment of Warrant Upon Acquisition of Company. 

(a) Acquisition. For the purpose of this Warrant, “Acquisition” means any transaction or series of
related transactions involving: (i) the sale, lease, exclusive license, or other disposition of all or substantially all of the assets of the Company; (ii) any merger or consolidation of the Company into or with another person or entity
(other than a merger or consolidation effected exclusively to change the Company’s domicile), or any other corporate reorganization, in which the stockholders of the Company in their capacity as such immediately prior to such merger,
consolidation or reorganization, own less than a majority of the Company’s (or the surviving or successor entity’s) outstanding voting power immediately after such merger, consolidation or reorganization (or, if such Company stockholders
beneficially own a majority of the outstanding voting power of the surviving or successor entity as of immediately after such merger, consolidation or reorganization, such surviving or successor entity is not the Company); (iii) any sale or other
transfer by the stockholders of the Company of shares representing at least a majority of the Company’s then-total outstanding combined voting power; or (iv) any transactions defined as a “Deemed Liquidation Event” as defined in
the Company’s Amended and Restated Certificate of Incorporation, as may be amended or restated from time to time. 
 (b)
Treatment of Warrant at Acquisition. In the event of an Acquisition in which the consideration to be received by the Company’s stockholders consists solely of cash, solely of Marketable Securities or a combination of cash and Marketable
Securities (a “Cash/Public Acquisition”), either (i) Holder shall exercise this Warrant pursuant to Section 1.1 and/or 1.2 and such exercise will be deemed effective immediately prior to and contingent upon the
consummation of such Acquisition or (ii) if Holder elects not to exercise the Warrant, this Warrant will expire immediately prior to the consummation of such Acquisition. 

(c) The Company shall provide Holder with written notice of its request relating to the Cash/Public Acquisition (together with
such reasonable information as Holder may reasonably require regarding the treatment of this Warrant in connection with such contemplated Cash/Public Acquisition giving rise to such notice), 

  
 2 

 which is to be delivered to Holder not less than seven (7) Business Days prior to the
closing of the proposed Cash/Public Acquisition. In the event the Company does not provide such notice, then if, immediately prior to the Cash/Public Acquisition, the fair market value of one Share (or other security issuable upon the exercise
hereof) as determined in accordance with Section 1.3 above would be greater than the Warrant Price in effect on such date, then this Warrant shall automatically be deemed on and as of such date to be exercised pursuant to Section 1.2 above
as to all Shares (or such other securities) for which it shall not previously have been exercised, and the Company shall promptly notify the Holder of the number of Shares (or such other securities) issued upon such exercise to the Holder and Holder
shall be deemed to have restated each of the representations and warranties in Section 4 of the Warrant as the date thereof. 

(d) Upon the closing of any Acquisition other than a Cash/Public Acquisition defined above, the Company shall use reasonable
efforts to ensure that the acquiring, surviving or successor entity shall assume the obligations of this Warrant, and this Warrant shall thereafter be exercisable for the same securities and/or other property as would have been paid for the Shares
issuable upon exercise of the unexercised portion of this Warrant as if such Shares were outstanding on and as of the closing of such Acquisition, subject to further adjustment from time to time in accordance with the provisions of this Warrant.

 (e) As used in this Warrant, “Marketable Securities” means securities meeting all of the following
requirements: (i) the issuer thereof is then subject to the reporting requirements of Section 13 or Section 15(d) of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and is then current in its
filing of all required reports and other information under the Act and the Exchange Act; (ii) the class and series of shares or other security of the issuer that would be received by Holder in connection with the Acquisition were Holder to
exercise this Warrant on or prior to the closing thereof is then traded in a Trading Market, and (iii) following the closing of such Acquisition, Holder would not be restricted from publicly re-selling
all of the issuer’s shares and/or other securities that would be received by Holder in such Acquisition were Holder to exercise or convert this Warrant in full on or prior to the closing of such Acquisition, except to the extent that any such
restriction (x) arises solely under federal or state securities laws, rules or regulations, and (y) does not extend beyond six (6) months from the closing of such Acquisition. 

SECTION 2. ADJUSTMENTS TO THE SHARES AND WARRANT PRICE. 

2.1 Stock Dividends, Splits, Etc. If the Company declares or pays a dividend or distribution on the outstanding shares
of the Class payable in common stock or other securities or property (other than cash), then upon exercise of this Warrant, for each Share acquired, Holder shall receive, without additional cost to Holder, the total number and kind of
securities and property which Holder would have received had Holder owned the Shares of record as of the date the dividend or distribution occurred. If the Company subdivides the outstanding shares of the Class by reclassification or otherwise
into a greater number of shares, the number of Shares purchasable hereunder shall be proportionately increased and the Warrant Price shall be proportionately decreased. If the outstanding shares of the Class are combined or consolidated, by
reclassification or otherwise, into a lesser number of shares, the Warrant Price shall be proportionately increased and the number of Shares shall be proportionately decreased. 

2.2 Reclassification, Exchange, Combinations or Substitution. Upon any event whereby all of the outstanding shares of
the Class are reclassified, exchanged, combined, substituted, or replaced for, into, with or by Company securities of a different class and/or series, then from and after the consummation of such event, this Warrant will be exercisable for the
number, class and series of Company securities that Holder would have received had the Shares been outstanding on and as of the consummation of such event, and subject to further adjustment thereafter from time to time in accordance with the
provisions of this Warrant. The provisions of this Section 2.2 shall similarly apply to successive reclassifications, exchanges, combinations substitutions, replacements or other similar events. 

2.3 Conversion of Preferred Stock. If the Class is a class and series of the Company’s convertible preferred
stock, in the event that all outstanding shares of the Class are converted, automatically or by action of the holders thereof, into common stock pursuant to the provisions of the Company’s Certificate of 

  
 3 

 
Incorporation, including, without limitation, in connection with the Company’s initial, underwritten public offering and sale of its common stock pursuant to an effective registration
statement under the Act (the “IPO”), then from and after the date on which all outstanding shares of the Class have been so converted, this Warrant shall be exercisable for such number of shares of common stock into which the
Shares would have been converted had the Shares been outstanding on the date of such conversion, and the Warrant Price shall equal the Warrant Price in effect as of immediately prior to such conversion divided by the number of shares of common stock
into which one Share would have been converted, all subject to further adjustment thereafter from time to time in accordance with the provisions of this Warrant. 

2.4 Adjustments for Diluting Issuances. Without duplication of any adjustment otherwise provided for in this
Section 2, the number of shares of common stock issuable upon conversion of the Shares shall be subject to anti-dilution adjustment applicable to the Class from time to time in the manner set forth in the Company’s Certificate of
Incorporation, as amended and/or restated from time to time, as if the Shares were issued and outstanding on and as of the date of any such required adjustment. 

2.5 No Fractional Share. No fractional Share shall be issuable upon exercise of this Warrant and the number of Shares to
be issued shall be rounded down to the nearest whole Share. If a fractional Share interest arises upon any exercise of the Warrant, the Company shall eliminate such fractional Share interest by paying Holder in cash the amount computed by
multiplying the fractional interest by (i) the fair market value (as determined in accordance with Section 1.3 above) of a full Share, less (ii) the then-effective Warrant Price. 

2.6 Notice/Certificate as to Adjustments. Upon each adjustment of the Warrant Price, Class and/or number of Shares,
the Company, at the Company’s expense, shall notify Holder in writing within a reasonable time setting forth the adjustments to the Warrant Price, Class and/or number of Shares and facts upon which such adjustment is based. The Company
shall, upon written request from Holder, furnish Holder with a certificate of its Chief Financial Officer, including computations of such adjustment and the Warrant Price, Class and number of Shares in effect upon the date of such adjustment.

 SECTION 3. REPRESENTATIONS AND COVENANTS OF THE COMPANY. 

3.1 Representations and Warranties. The Company represents and warrants to, and agrees with, the Holder as follows: 

(a) The initial Warrant Price referenced on the first page of this Warrant is not greater than the price per share at which
shares of the Class were last sold and issued prior to the Issue Date hereof in an arms-length transaction in which at least $500,000 of such shares were sold. 

(b) All Shares which may be issued upon the exercise of this Warrant, and all securities, if any, issuable upon conversion of
the Shares, shall, upon issuance, be duly authorized, validly issued, fully paid and non-assessable, and free of any liens and encumbrances except for restrictions on transfer provided for herein or under
applicable federal and state securities laws. The Company covenants that it shall at all times cause to be reserved and kept available out of its authorized and unissued capital stock such number of shares of the Class, common stock and other
securities as will be sufficient to permit the exercise in full of this Warrant and the conversion of the Shares into common stock or such other securities. 

(c) The Company’s capitalization table attached hereto as Schedule 1 is true and complete, in all material respects, as of
the Issue Date. 
 3.2 Notice of Certain Events. If the Company proposes at any time to: 

(a) declare any dividend or distribution upon the outstanding shares of the Class or common stock, whether in cash,
property, stock, or other securities and whether or not a regular cash dividend; 

  
 4 

 (b) offer for subscription or sale pro rata to the holders of the
outstanding shares of the Class any additional shares of any class or series of the Company’s stock (other than pursuant to contractual pre-emptive rights); 

(c) effect any reclassification, exchange, combination, substitution, reorganization or recapitalization of the outstanding
shares of the Class; 
 (d) effect an Acquisition or to liquidate, dissolve or wind up; or 

(e) effect an IPO; 

then, in connection with each such event, the Company shall give Holder: 

(1) at least seven (7) Business Days prior written notice of the date on which a record will be taken for such dividend,
distribution, or subscription rights (and specifying the date on which the holders of outstanding shares of the Class will be entitled thereto) or for determining rights to vote, if any, in respect of the matters referred to in (a) and (b)
above; 
 (2) in the case of the matters referred to in (c) and (d) above at least seven (7) Business Days prior
written notice of the date when the same will take place (and specifying the date on which the holders of outstanding shares of the Class will be entitled to exchange their shares for the securities or other property deliverable upon the
occurrence of such event); and 
 (3) with respect to the IPO, written notice of filing by the Company of its registration
statement in connection therewith, which shall be delivered within seven (7) Business Days following such filing. 
 Reference is made
to Section 1.6(c) whereby this Warrant will be deemed to be exercised pursuant to Section 1.2 hereof if the Company does not give written notice to Holder of a Cash/Public Acquisition as required by the terms hereof. Company will also
provide information requested by Holder that is reasonably necessary to enable Holder to comply with Holder’s accounting or reporting requirements. 

SECTION 4. REPRESENTATIONS AND COVENANTS OF THE HOLDER. 

The Holder represents and warrants to, and agrees with, the Company as follows: 

4.1 Purchase for Own Account. This Warrant and the securities to be acquired upon exercise of this Warrant by Holder are
being acquired for investment for Holder’s account, not as a nominee or agent, and not with a view to the public resale or distribution within the meaning of the Act. Holder also represents that it has not been formed for the specific purpose
of acquiring this Warrant or the Shares. 
 4.2 Disclosure of Information. Holder is aware of the Company’s
business affairs and financial condition and has received or has had full access to all the information it considers necessary or appropriate to make an informed investment decision with respect to the acquisition of this Warrant and its underlying
securities. Holder further has had an opportunity to ask questions and receive answers from the Company regarding the terms and conditions of the offering of this Warrant and its underlying securities and to obtain additional information (to the
extent the Company possessed such information or could acquire it without unreasonable effort or expense) necessary to verify any information furnished to Holder or to which Holder has access. 

4.3 Investment Experience. Holder understands that the purchase of this Warrant and its underlying securities involves
substantial risk. Holder has experience as an investor in securities of companies in the development stage and acknowledges that Holder can bear the economic risk of such Holder’s investment in this Warrant and its underlying securities and has
such knowledge and experience in financial or business matters that 

  
 5 

 
Holder is capable of evaluating the merits and risks of its investment in this Warrant and its underlying securities and/or has a preexisting personal or business relationship with the Company
and certain of its officers, directors or controlling persons of a nature and duration that enables Holder to be aware of the character, business acumen and financial circumstances of such persons. 

4.4 Accredited Investor Status. Holder is an “accredited investor” within the meaning of Regulation D
promulgated under the Act. 
 4.5 The Act. Holder understands that this Warrant and the Shares issuable upon exercise
hereof have not been registered under the Act in reliance upon a specific exemption therefrom, which exemption depends upon, among other things, the bona fide nature of the Holder’s investment intent as expressed herein. Holder understands that
this Warrant and the Shares issued upon any exercise hereof must be held indefinitely unless subsequently registered under the Act and qualified under applicable state securities laws, or unless exemption from such registration and qualification are
otherwise available. Holder is aware of the provisions of Rule 144 promulgated under the Act. 
 4.6 Market Stand-off Agreement. The Holder agrees that the Shares shall be subject to the Market Standoff provisions in Section 2.11 of the Amended and Restated Investor Rights Agreement of the Company dated
July 21, 2017 or any subsequent amendment or restatement thereof or any similar agreement. 
 4.7 No Voting
Rights. Holder, as a Holder of this Warrant, will not have any voting rights or other rights as a stockholder of the Company until the exercise of this Warrant. 

4.8 No Public Market. The Holder understands that no public market now exists for any of the securities issued by the
Company, and that the Company has made no assurances that a public market will ever exist for the Shares. 
 SECTION 5. MISCELLANEOUS.

 5.1 Term; Automatic Cashless Exercise Upon Expiration. 

(a) Term. Subject to the provisions of Section 1.6 above, this Warrant is exercisable in whole or in part at any
time and from time to time on or before 6:00 PM, Eastern time, on the Expiration Date and shall be void thereafter. 
 (b)
Automatic Cashless Exercise upon Expiration. In the event that, upon the Expiration Date, the fair market value of one Share (or other security issuable upon the exercise hereof) as determined in accordance with Section 1.3 above is
greater than the Warrant Price in effect on such date, then this Warrant shall automatically be deemed on and as of such date to be exercised pursuant to Section 1.2 above as to all Shares (or such other securities) for which it shall not
previously have been exercised, and the Company shall, within a reasonable time, deliver a certificate representing the Shares (or such other securities) issued upon such exercise to Holder. 

5.2 Legends. Each certificate evidencing Shares (and each certificate evidencing the securities issued upon conversion
of any Shares, if any) shall be imprinted with a legend in substantially the following form: 
 THE SHARES EVIDENCED BY THIS
CERTIFICATE HAVE NOT BEEN REGISTERED UNDER THE SECURITIES ACT OF 1933, AS AMENDED (THE “ACT”), OR THE SECURITIES LAWS OF ANY STATE AND, EXCEPT AS SET FORTH IN THAT CERTAIN WARRANT TO PURCHASE STOCK ISSUED BY THE ISSUER TO OXFORD
FINANCE LLC DATED JULY 25, 2017, MAY NOT BE OFFERED, SOLD, PLEDGED OR OTHERWISE TRANSFERRED UNLESS AND UNTIL REGISTERED 

  
 6 

 UNDER SAID ACT AND LAWS OR, IN THE OPINION OF LEGAL COUNSEL IN FORM AND
SUBSTANCE SATISFACTORY TO THE ISSUER, SUCH OFFER, SALE, PLEDGE OR OTHER TRANSFER IS EXEMPT FROM SUCH REGISTRATION. 
 5.3
Compliance with Securities Laws on Transfer. This Warrant and the Shares issued upon exercise of this Warrant (and the securities issuable, directly or indirectly, upon conversion of the Shares, if any) may not be transferred or assigned in
whole or in part (i) except in compliance with applicable federal and state securities laws by the transferor and the transferee (including, without limitation, the delivery of investment representation letters and legal opinions reasonably
satisfactory to the Company, as reasonably requested by the Company) and (ii) unless and until the transferee has acknowledged in writing for the benefit of the Company that it will be bound by all of the provisions of this Warrant as if such
transferee were the original Holder thereof. The Company shall not require Holder to provide an opinion of counsel if the transfer is to an affiliate of Holder (and Holder certifies as to the affiliate status of the transferee), provided that any
such transferee is an “accredited investor” as defined in Regulation D promulgated under the Act. Additionally, the Company shall also not require an opinion of counsel if there is no material question as to the availability of Rule 144
promulgated under the Act. 
 5.4 Transfer Procedure. After receipt by Oxford of the executed Warrant, Oxford may
transfer all or part of this Warrant to one or more of Oxford’s affiliates (each, an “Oxford Affiliate”), by execution of an Assignment substantially in the form of Appendix 2. Subject to the provisions of Article 5.3 and upon
providing the Company with written notice, Oxford, any such Oxford Affiliate and any subsequent Holder, may transfer all or part of this Warrant or the Shares issuable upon exercise of this Warrant (or the Shares issuable directly or indirectly,
upon conversion of the Shares, if any) to any other transferee, provided, however, in connection with any such transfer, the Oxford Affiliate(s) or any subsequent Holder will give the Company notice of the portion of the Warrant being transferred
with the name, address and taxpayer identification number of the transferee and Holder will surrender this Warrant to the Company for reissuance to the transferee(s) (and Holder if applicable). Notwithstanding any contrary provision herein, at all
times prior to the IPO, Holder may not, without the Company’s prior written consent, transfer this Warrant or any portion hereof, or any Shares issued upon any exercise hereof, or any shares or other securities issued upon any conversion of any
Shares issued upon any exercise hereof, to any person or entity who directly competes with the Company, except in connection with an Acquisition of the Company by such a direct competitor. 

5.5 Notices. All notices and other communications hereunder from the Company to the Holder, or vice versa, shall be
deemed delivered and effective (i) when given personally, (ii) on the third (3rd) Business Day after being mailed by first-class registered or certified mail, postage prepaid, (iii) upon actual receipt if given by facsimile or
electronic mail and such receipt is confirmed in writing by the recipient, or (iv) on the first Business Day following delivery to a reliable overnight courier service, courier fee prepaid, in any case at such address as may have been furnished
to the Company or Holder, as the case may be, in writing by the Company or such Holder from time to time in accordance with the provisions of this Section 5.5. All notices to Holder shall be addressed as follows until the Company receives
notice of a change of address in connection with a transfer or otherwise: 
 Oxford Finance LLC 

133 N. Fairfax Street 

Alexandria, VA 22314 

Attn: Legal Department 

Telephone: (703) 519-4900 

Facsimile: (703) 519-5225 

Email: LegalDepartment@oxfordfinance.com 

Notice to the Company shall be addressed as follows until Holder receives notice of a change in address: 

POSEIDA THERAPEUTICS, INC. 

4242 Campus Point Court 

  
 7 

 Suite 700 

San Diego, California 92121 

Attn: Johanna Mylet 

Email: jmylet@poseida.com 

With a copy (which shall not constitute notice) to: 

Cooley LLP 

Reston Town Center 

11951 Freedom Drive 

14th Floor 

Reston, Virginia 20190 

Attn: Kenneth Krisko 

Fax: (703) 456-8100 

Email: kkrisko@cooley.com 

5.6 Waiver. This Warrant and any term hereof may be changed, waived, discharged or terminated (either generally or in a
particular instance and either retroactively or prospectively) only by an instrument in writing signed by the party against which enforcement of such change, waiver, discharge or termination is sought. 

5.7 Attorneys’ Fees. In the event of any dispute between the parties concerning the terms and provisions of this
Warrant, the party prevailing in such dispute shall be entitled to collect from the other party all costs incurred in such dispute, including reasonable attorneys’ fees. 

5.8 Counterparts; Facsimile/Electronic Signatures. This Warrant may be executed in counterparts, all of which together
shall constitute one and the same agreement. Any signature page delivered electronically or by facsimile shall be binding to the same extent as an original signature page with regards to any agreement subject to the terms hereof or any amendment
thereto. 
 5.9 Governing Law. This Warrant shall be governed by and construed in accordance with the laws of the
State of California, without giving effect to its principles regarding conflicts of law. 
 5.10 Headings. The
headings in this Warrant are for purposes of reference only and shall not limit or otherwise affect the meaning of any provision of this Warrant. 

5.11 Business Days. “Business Day” is any day that is not a Saturday, Sunday or a day on which banks in
California are closed. 
 [Remainder of page left blank intentionally] 

[Signature page follows] 

  
 8 

 IN WITNESS WHEREOF, the parties have caused this Warrant [__] to Purchase
Stock to be executed by their duly authorized representatives effective as of the Issue Date written above. 
  

			
	 “COMPANY”

	
	 POSEIDA THERAPEUTICS, INC.

		
	 By:
	 	
                  
                                         
          

	 Name:
	 	  

		 	 (Print)

	 Title:
	 	  

	
	 “HOLDER”

	
	 OXFORD FINANCE LLC

		
	 By:
	 	  

	 Name:
	 	  

		 	 (Print)

	 Title:
	 	  

 [Signature Page to Warrant [__] to Purchase Stock] 

 APPENDIX 1 

NOTICE OF EXERCISE 

1. The undersigned Holder hereby exercises its right to purchase
                         shares of the Common/Series             
Preferred [circle one] Stock of POSEIDA THERAPEUTICS, INC. (the “Company”) in accordance with the attached Warrant To Purchase Stock, and tenders payment of the aggregate Warrant Price for such shares as follows: 

[    ] check in the amount of $            
payable to order of the Company enclosed herewith 
 [    ] Wire transfer of immediately available funds
to the Company’s account 
 [    ] Cashless Exercise pursuant to Section 1.2 of the Warrant

 [    ] Other [Describe] __________________________________________ 

2. Please issue a certificate or certificates representing the Shares in the name specified below: 

 

                    
                                         
                
 Holder’s Name

  

                    
                                         
                
  

                    
                                         
                
 (Address) 

3. By its execution below and for the benefit of the Company, Holder hereby restates each of the representations and warranties
and agreements in Section 4 of the Warrant to Purchase Stock as of the date hereof. 
 4. Except to the extent that any
of the following agreements have been terminated, the undersigned hereby agrees to become a party to and be bound by the terms and conditions contained in the (i) Amended and Restated Investor Rights Agreement, dated as of July 21, 2017,
by and among the Company and the Investors and Key Holders listed therein, as the same may be amended from time to time (the “Investor Rights Agreement”), (ii) Amended and Restated Voting Agreement, dated as of July 21,
2017, by and among Company and the Investors and Common Holders listed therein, as the same may be amended from time to time (the “Voting Agreement”), including by executing a delivering an Adoption Agreement attached to the Voting
Agreement as Exhibit A thereto, (iii) Amended and Restated Right of First Refusal and Co-Sale Agreement, dated as of July 21, 2017, by and among Company and the Investors and Key Holders listed
therein, as the same may be amended from time to time (the “ROFR and Co-Sale Agreement” and, together with the Investor Rights Agreement and Voting Agreement, the “Stockholder
Agreements”). The undersigned shall be deemed an “Investor” and a “Stockholder” for all purposes under the Investor Rights Agreement and an “Investor” for all purposes under the other Stockholder Agreements.

  

			
	 HOLDER:

	
	  

		
	 By:
	 	  

	 Name:
	 	  

	 Title:
	 	  

		
	 Date:
	 	  

  
 Appendix 1 

 APPENDIX 2 

ASSIGNMENT 

For value received, Oxford Finance LLC hereby sells, assigns and transfers unto 

Name:                 [OXFORD TRANSFEREE]

Address:                   
                                         

 Tax
ID:                                        
                                ] 

that certain Warrant to Purchase Stock issued by POSEIDA THERAPEUTICS, INC. (the “Company”), on July 25, 2017 (the
“Warrant”) together with all rights, title and interest therein. 
  

							
		 		 	 OXFORD FINANCE LLC

				
		 		 	 By:
	 	
                  
                                         
                      

		 		 	 Name:
	 	  

		 		 	 Title:
	 	  

	
Date:                      
                                         
                       
	 		 		 	

 By its execution below, and for the benefit of the Company, [OXFORD TRANSFEREE] makes each of the
representations, warranties and agreements set forth in Section 4 of the Warrant and agrees to all other provisions of the Warrant as of the date hereof. 

 

			
	 [OXFORD TRANSFEREE]

		
	 By:
	 	
                  
                                         
          

	 Name:
	 	  

	 Title:
	 	  

  
 Appendix 2 

 SCHEDULE 1 

Company Capitalization Table 

See attached 

  
 Schedule 1

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