4d Molecular Therapeutics, Inc. · NASDAQ:FDMT
4d Molecular Therapeutics — Bank of America 2025 Healthcare Conference
22 slides from 4d Molecular Therapeutics's conference presentation, May 2025
Slide 1: Bank of America 2025 Healthcare Conference Corporate Presentation
Bank of America 2025 Healthcare Conference Corporate Presentation May 2025 © 2025 4D Molecular © 2025 4DTherapeutics. Molecular Therapeutics. All Rights Reserved. All Rights Reserved.
Slide 2: Legal Disclaimer
Legal Disclaimer This Presentation contains forward looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, contained in this Presentation, including statements regarding our clinical development plans, strategy, future operatio
Slide 3: 4D-150 Key Updates
4D-150 Key Updates 4FRONT-1 Wet AMD Phase 3 enrollment is well underway ▪ Over 50 clinical trial sites activated to date 4D-150 4D-150 is the first known genetic medicine to receive RMAT designation for both wet AMD and DME RMAT: Regenerative Medicine Advanced Therapy designation © 2025 4D Molecular
Slide 4: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 5: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 6: Total Branded Anti-VEGF Market Continues to Grow with Share Driven by Incremental Durability Improvements
Total Branded Anti-VEGF Market Continues to Grow with Share Driven by Incremental Durability Improvements: Aflibercept Remains Market Leader $17.1M $15.9M $15.3M $15.0M $4.4B $13.0M $13.0M $11.9M $10.5M $9.5M Vabysmo $8.5M Eylea $7.7M Lucentis $6.5M $11.4B $5.0M $3.9M $3.0M $2.4M $1.8M $1.2M $0.4M $
Slide 7: Incremental Durability Improvements for Bolus Anti-VEGFs Have Resulted in Accelerating Launch Performance
Incremental Durability Improvements for Bolus Anti-VEGFs Have Resulted in Accelerating Launch Performance Durability: ~30 Days1 Durability: ~44 Days2 Durability: ~57 Days2 Burden Reduction vs. Lucentis: Burden Reduction vs. Eylea: ~32% ~23% $4.4B $3.3B $2.6B $2.1B $1.8B $1.2B $0.9B $0.6B $0.4B 2006A
Slide 8: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 9: Short Durability of Wet AMD Standard of Care Leads to Poor Vision Outcomes
Short Durability of Wet AMD Standard of Care Leads to Poor Vison Outcomes Durability Impact on Retinal Anatomy Vision Bolus loading doses, followed by… Central Retinal 4 weeks Thickness Current 4-8 weeks Standard of 8 weeks 8-12 weeks Care 8-12-16 weeks 8-16 weeks Associated with greater vision loss
Slide 10: Markedly Improving Outcomes with a Multi-year Backbone Therapy
Markedly Improving Outcomes with a Multi-year Backbone Therapy Durability Impact on Retinal Anatomy Vision Bolus loading doses, followed by… Central Retinal 4 weeks Thickness Current 4-8 weeks Standard of 8 weeks 8-12 weeks Care 8-12-16 weeks 8-16 weeks Associated with greater vision loss1 & fibrosi
Slide 11: 4D-150 Demonstrated Transformative Treatment Burden Reduction & Durability in Multiple Wet AMD Patient Populations
4D-150 Demonstrated Transformative Treatment Burden Reduction & Durability in Multiple Wet AMD Patient Populations Phase 2b Recently Phase 1/2a Population: Severe, Recalcitrant Broad Populations: Diagnosed 10.2 27% >2 injections 6.0 –83% 21% –83% –94% 2 injections 1.8 1.0 0.3 Injections in Mean annu
Slide 12: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 13: 4D-150 Has Been Well Tolerated in Broad Wet AMD Population
Wet AMD 4D-150 Has Been Well Tolerated in Broad Wet AMD Population: Safety In-Line With Aflibercept Protein to Date ▪ No 4D-150–related serious adverse events 4D-150 3E10 vg/eye (N=71)* ▪ No 4D-150–related hypotony, endophthalmitis, Highest SUN/NEI Score† occlusive/non-occlusive retinal vasculitis,
Slide 14: 4D-150 Has Been Well Tolerated in DME Patients: No Intraocular Inflammation at Any Timepoint
DME 4D-150 Has Been Well Tolerated in DME Patients: No Intraocular Inflammation at Any Timepoint at Any Dose Level Anterior Chamber Cells Vitreous Cells Topical Corticosteroid NEI/SUN Score 3E10 vg/eye 0 (none) (N=9) 1+ 2+ 3+ 4+ X Missed Visit 1E10 vg/eye* (N=11) ▪ All patients completed the 16- wee
Slide 15: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 16: Potential to Improve Economic Value for Payors and Clinics with 4D-150
Potential to Improve Economic Value for Payors and Clinics with 4D-150 ▪ Adherence by design, leading to long term preservation of vision ▪ Reduction in treatment burden, leading to patient freedom and quality-of-life Payors ▪ Preservation of vision, leading to socio-economic benefit ▪ Low expected
Slide 17: 4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases
4D-150: Phase 3 Therapeutic Designed to Disrupt the Global Market for Retinal Vascular Diseases & Improve Patient Outcomes Multi-Billion Dollar $17B+ and growing global market Annual Opportunity Leveraging expression of validated blockbuster aflibercept Backbone therapy with multi-year durability: A
Slide 18: Global 4FRONT Phase 3 Trial Design
Global 4FRONT Phase 3 Trial Design Noninferiority Trials to Enable Global Registration in Wet AMD Global, Multicenter, Randomized, Double Masked, Aflibercept Q8W Comparator Controlled Studies Durezol® taper (both arms) starting Day -3 Week -5 -1 D1 4 8 12 16 20 24 28 32 36 40 44 48 52 104 4D-150 3E1
Slide 19: Global 4FRONT Phase 3 Trial Design
Global 4FRONT Phase 3 Trial Design Noninferiority Trials to Enable Global Registration in Wet AMD Global, Multicenter, Randomized, Double Masked, Aflibercept Q8W Comparator Controlled Studies Durezol® taper (both arms) starting Day -3 Week -5 -1 D1 4 8 12 16 20 24 28 32 36 40 44 48 52 104 4D-150 3E1
Slide 20: 4D-150 Wet AMD Phase 3 Expected Milestones
4D-150 Wet AMD Phase 3 Expected Milestones Q1 25 Q2 25 Q3 25 Q4 25 H1 26 H2 26 H1 27 H2 27 March 2025 2026 H2 2027 First Patients Fully Randomized Topline Data Enrolled North American Q3 2025 2026 H2 2027 Initiation Fully Randomized Topline Data Global © 2025 4D Molecular Therapeutics. All Rights Re
Slide 21: Pipeline Focused on Large Market Indications with High Unmet Need
Pipeline Focused on Large Market Indications with High Unmet Need THERAPEUTIC AREA VECTOR PRODUCT ESTIMATED ROUTE OF ADMIN CANDIDATE INDICATION PREVALENCE PHASE 1 PHASE 2 PIVOTAL STATUS ✓ PRISM Ph2b 52-week interim data: Feb 10, 2025 ✓ 4FRONT-1 Initiation: Mar 2025 ▪ 4FRONT-2 Initiation: Q3 2025 Wet
Slide 22: Thank You
THANK YOU 5858 Horton Street, Suite 455 | Emeryville, California 94608 (510) 505-2680 | Investor.Relations@4DMT.com IR.4DMT.com | LinkedIn © 2025 4D Molecular © 2025 4DTherapeutics. Molecular Therapeutics. All Rights Reserved. All Rights Reserved.
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