X4 Pharmaceuticals, Inc. · NASDAQ:XFOR
X4 Pharmaceuticals — Investor Presentation (September 2026)
20 slides from X4 Pharmaceuticals's investor presentation, Sep 9, 2026
Slide 1: Corporate Presentation September 2026
Corporate Presentation September 2026 Nasdaq: XFOR EXHIBIT 99.1
Slide 2: Forward-Looking Statements
Forward-Looking Statements 2 • This presentation, including any printed or electronic copy of these slides, the talks given by the presenters, the information communicated during any delivery of the presentation and any question and answer sessions and any documents or materials distributed at or in
Slide 3: Delivering on the Promise of CXCR4 antagonist Mavorixafor
Focused on improving the lives of people with rare hematology diseases Delivering on the Promise of CXCR4 antagonist Mavorixafor 1. WHIM (Warts, Hypogammaglobulinemia, Infections, Myelokathexis), a rare primary immunodeficiency and chronic neutropenic disorder. 3 • Mavorixafor (XOLREMDI®) approved f
Slide 4: X4's Leadership Team – Turnaround, Drug Approval and Commercialization Experience
Former CTI BioPharma Senior Management sold company to SOBI for $1.7B in 2023 X4’s Leadership Team – Turnaround, Drug Approval and Commercialization Experience 4 cDavid Kirske Chief Financial Officer cAdam Craig, MD PHD Executive Chair cJohn Volpone President and COO
Slide 5: Mavorixafor: An oral agent designed to alleviate neutropenia
Validated mechanism with the potential to increase neutrophil counts and decrease infection rates Mavorixafor: An oral agent designed to alleviate neutropenia 1. Bainton DF (1980) The Cell Biology of Inflammation, vol 2, pp 1–25. Amsterdam: Elsevier/North-Holland. 2. Furze RC, et al, Immunology. 200
Slide 6: Chronic Neutropenia – Increasing Risk of Serious Infections and Hospitalization
Chronic Neutropenia (CN) – Increasing Risk of Serious Infections and Hospitalization 1. https://ctep.cancer.gov/protocoldevelopment/electronic_applications/docs/ctcae_v5_quick_reference_8.5x11.pdf. 2. Palmblad J, Dufour C, Papadaki HA. Haematologica. 2014 Jul;99(7):1130-1133. 3. Sicre de Fontbrune F
Slide 7: Chronic Neutropenia Opportunity – High unmet need in ~15K patients in U.S.
Large number of primary CN patients experiencing severe/life threatening and recurrent infections Chronic Neutropenia Opportunity – High unmet need in ~15K patients in U.S. 1. Analysis of claims data derived from Veeva Compass 2+ claims with ICD-10 codes: D70.0, D70.4, D70.8, D70.9 between January 2
Slide 8: Significant Opportunity to Address Unmet Needs in CN Community
Broad opportunity for mavorixafor use as monotherapy or in combination with G-CSF Significant Opportunity to Address Unmet Needs in CN Community 1. X4 Market Research, July 2023 – data on file; ICD-10 Code Research (2017-2023). 2. G-CSF – Granulocyte Colony Stimulating Factor. 8 Current use of G-CSF
Slide 9: Unmet Needs For CN Patients
13 20 22 22 25 26 30 32 32 34 35 Intravenous treatment options Alternative mechanisms of action to G-CSF Safer treatment options Decrease in acute antimicrobial dose / freq. Decrease in G-CSF dose / frequency Lower frequency of infections Decrease in proph. antimicrobial dose / freq. Decreased sever
Slide 10: Phase 2 Proof of Concept Study of Mavorixafor in Chronic Neutropenia
10 Phase 2 Proof of Concept Study of Mavorixafor in Chronic Neutropenia Phase 2 Study N=23 patients Baseline Assessed Safety and Durability of ANC Levels over 6-Month Period Once-Daily Oral Mavorixafor: Monotherapy +/-G-CSF DAY -1 Month 1 Month 3 Month 6 Study Visits Assessments at Baseline, Month 1
Slide 11: Phase 2 Clinical Study in Chronic Neutropenia: Participant Disposition
Study group representative of typical CN population with history of prior infections Phase 2 Clinical Study in Chronic Neutropenia: Participant Disposition 1. Congenital CN participants included those with ELANE variant (n=2), VPS13B variant (Cohen syndrome), G6PC3 variant/ deficiency, SRP54 variant
Slide 12: Mavorixafor Monotherapy Increased Mean ANC
Mavorixafor Monotherapy Increased Mean ANC 1. Data set contains two LOCF (last observation carried forward) values: one value missing at M3 assessment, one value missing at M6. 2. One patient discontinued prior to Month 3 assessment (no change from data set presented on 6/27/2024). 3. One patient di
Slide 13: Substantial Reductions in G-CSF on Study
13 Substantial Reductions in G-CSF on Study G-CSF: • Treating physicians chose to reduce injectable G-CSF therapy in 9 of 12 (75%) eligible patients • Three patients with dose adjustments had G-CSF usage stopped by 6 months • Mean ANC maintained at normal levels (>1,500 cells/µL) through Month 6 • D
Slide 14: Mavorixafor maintains normal ANC counts with G-CSF stoppages and dose reductions
Mavorixafor maintains normal ANC counts with G-CSF stoppages and dose reductions 14 Data demonstrates the potential to reduce or stop G-CSF usage with mavorixafor no neutropenia mild neutropenia moderate neutropenia severe neutropenia Month 3 (n=12) Month 6 (n=12) Month 1 (n=12) Baseline (n=13) 4034
Slide 15: Phase 2 Chronic Neutropenia Study Safety Summary
Mavorixafor is well tolerated as both monotherapy and in combination with G-CSF Phase 2 Chronic Neutropenia Study Safety Summary 1. TEAE: treatment-emergent adverse event. 15 Combination (n=13), n (%) Monotherapy (n=10) n (%) Overall (n=23) n (%) Any Related AE 10 (76.9) 7 (70.0) 17 (73.9) Nausea 4
Slide 16: Pivotal Phase 3 4WARD Study in Chronic Neutropenia
Full enrollment expected Q4 2026 with top-line data expected H1 2028 Pivotal Phase 3 4WARD Study in Chronic Neutropenia 16 Mavorixafor (50%) +/- G-CSF Placebo (50%) +/- G-CSF Global, Double-Blind, Placebo-Controlled Trial Screening Baseline Visit and 1:1 Randomization N=126 ANC assessments at baseli
Slide 17: Cash Runway Expected into 2029
Cash Runway Expected into 2029 Financial Position 17 Fully diluted common stock outstanding includes pre-funded warrants June 30, 2026 Cash Fully Diluted Common Stock Outstanding $208 M 145.6 M
Slide 18: X4 on Track to Deliver Pivotal Phase 3 Data in H1 2028
Potential FDA approval late 2028/early 2029 X4 on Track to Deliver Pivotal Phase 3 Data in H1 2028 18 • Large market opportunity for mavorixafor in CN in the US • ~15,000 patients with moderate and severe disease • Clear medical need for well tolerated oral agent - monotherapy or in combination with
Slide 19: Appendix
PHARMACEUTICALS : Appendix
Slide 20: Mavorixafor: Pipeline and Partners
20 Mavorixafor: Pipeline and Partners Indication Pre-clinical Phase 1 Phase 2 Phase 3 Approved Partners Expected Milestones M av or ix af or Chronic Neutropenia (Congenital, Autoimmune, Idiopathic) Full enrollment Q4 2026 Top-line data H1 2028 WHIM Syndrome (Warts, Hypogammaglobulinemia, Infections,
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