4d Molecular Therapeutics, Inc. · NASDAQ:FDMT
4d Molecular Therapeutics — Investor Presentation (September 2026)
60 slides from 4d Molecular Therapeutics's investor presentation, September 2026
Slide 1: Genetic Medicines, Redefined
Genetic Medicines, Redefined Corporate Presentation September 2026 © 2026 4D Molecular © 2026 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: Focused on Innovating to Redefine Genetic Medicines for Large Market Diseases
We are Focused on Innovating to Redefine Genetic Medicines for Successful Commercialization in Large Market Diseases Characteristics: Conventional Genetic Medicines Medicines Target Profile Diseases Targeted Rare diseases ✓ Large market diseases Route of Delivery & Complex (surgical, systemic), Si
Slide 4: 4DMT Innovation Platform: Therapeutic Vector Evolution for Targeted Delivery with AAV
4DMT Innovation Platform: Therapeutic Vector Evolution for Targeted Delivery with AAV Step 1: Steps 2 & 3: Create Massive Diversity in Highly Diverse and Distinct Libraries Therapeutic Vector Evolution CONVENTIONAL CREATE ~1 BILLION SYNTHETIC HIGHLY DIVERSE AND IDENTIFY DESIGN PACKAGE ADMINISTER COM
Slide 5: Next Generation, Locally Delivered AAV Genetic Medicines Pipeline
Next Generation, Locally Delivered AAV Genetic Medicines Pipeline: Focused on Rapidly Advancing 4D-150 Globally THERAPEUTIC AREA PRODUCT PRE- BLA VECTOR CANDIDATE INDICATION CLINICAL PHASE 1 PHASE 2 PIVOTAL FILING PARTNERS Wet AMD RETINA APAC Rights R100 4D-150 Intravitreal DME Retains U.S./EU/ROW O
Slide 6: 4D-150 Potential Backbone Therapy for Retinal Vascular Diseases
4D-150 Potential Backbone Therapy for Treatment of Retinal Vascular Diseases Wet Age-related Macular Degeneration (Wet AMD) Diabetic Macular Edema (DME) © 2026 4D Molecular © 2026 4DTherapeutics. Molecular Therapeutics. All Rights Reserved. All Rights Reserved.
Slide 7: Goal: Transform the standard of care for large market VEGF-driven retinal diseases
GOAL: To transform the standard of care for large market VEGF-driven retinal diseases with a safe, in-office & durable lifelong backbone therapy 1. Continuous disease control enabled by durable retinal expression of aflibercept 2. Global Phase 3 program for Wet AMD & DME 4D-150 3. Paradigm-shifting
Slide 8: 4D-150 Potential to be Highly Disruptive in a Rapidly Growing, $14B+ Market
4D-150 Potential to be Highly Disruptive in a Rapidly Growing, $14B+ Market $16B Global Branded Retinal Vascular Prevalence (2025E) Disease Anti-VEGF Market (2025E) ▪ Wet AMD: Other (Inc. RVO, DR) ~$2B Wet AMD o ~5M prevalence in U.S., Europe, Japan ~$10B o ~300K new cases diagnosed annually DME ▪ D
Slide 9: Lifelong Bolus Anti-VEGF Injections Required to Maintain Vision
Lifelong Bolus Anti-VEGF Injections Required to Maintain Vision LIFELONG Bolus Anti-VEGF ~30 Injections over 5 Years Change in VA,ETDRS Letters Theoretical Optimally Treated1 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 1. Holz FG, et al. British Journal of Ophthal 2015;99:220-226. More visits and injections appea
Slide 10: Real World Bolus SoC is Unsustainable, Leading to High Discontinuation
In the Real World, the Bolus SoC is Unsustainable… Leading to High Discontinuation Rates LIFELONG Bolus Anti-VEGF +3.0 Change in VA,ETDRS Letters +1.2 –0.4 –1.8 40% –3.1 DISCONTINUE –4.6 within 1 YEAR2 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 1. Wykoff et al.: Ophthalmol Sci. 2023 Oct 31;4(2):100421.; n=135,38
Slide 11: Real World Bolus SoC is Unsustainable, Leading to Unrelenting Vision Loss
In the Real World, the Bolus SoC is Unsustainable… Leading to Unrelenting Vision Loss1 LIFELONG Bolus Anti-VEGF +3.0 Change in VA,ETDRS Letters +1.2 –0.4 –1.8 –3.1 Suboptimal dosing leads to permanent vision loss –4.6 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 1. Wykoff et al.: Ophthalmol Sci. 2023 Oct 31;4(2):1
Slide 12: One-time Backbone Therapy for Continuous Disease Control
Solution: One-time Backbone Therapy for Continuous Disease Control with Significantly Reduced Treatment Burden to Protect Vision LIFELONG Bolus Anti-VEGF BACKBONE + Supplemental bolus anti-VEGF as needed Anti-VEGF Change in VA,ETDRS Letters Backbone Therapy to Bridge the Vision Outcomes Gap 1. Proac
Slide 13: Incremental Durability Improvements, Eylea & Vabysmo Had Blockbuster Commercial Success
Despite Incremental Durability Improvements, Eylea & Vabysmo Had Rapid, Blockbuster Commercial Success Implied Treatment Burden Injection- Net Sales Reduction vs. free Year 3 Average Interval Predecessor Potential Post-Launch ~30 days1 $1.8B Real World2 ~44 days ~14 day ~30% 0% $3.3B increments ~57
Slide 14: 4D-150 Durability Profile would be Paradigm-Shifting
4D-150 Durability Profile would be Paradigm-Shifting Implied Treatment Burden Injection- Net Sales Reduction vs. free Year 3 Average Interval Predecessor Potential Post-Launch ~30 days1 $1.8B ~44 days Real World2 ~30% 0% $3.3B ~57 days ~25% $4.4B Paradigm ~365+ 4D-1503 days >70-80% >50% Shifting Pot
Slide 15: Durability Remains the Priority for Retina Doctors & Patients
Durability Remains the Priority for Retina Doctors & Patients: Long-term Disease Control is Still the #1 Unmet Need ASRS Preferences and Trends (PAT) Survey 2025 Which factors are most important to you when selecting anti-VEGF agent? Sustained Efficacy 92.5% 94.8% ~95% 80.8% Low rate of Intraocular
Slide 16: Gene Therapy is the Most Exciting Pipeline Treatment
Gene Therapy is the Most Exciting Pipeline Treatment: Highest Potential to Achieve True Continuous Disease Control ASRS Preferences and Trends (PAT) Survey 2025 Which pipeline treatment for wet AMD excites you most? Gene Therapy 44.0% 49.7% ~50% Tyrosine Kinase Inhibitors 18.3% 9.2% VEGF-C/VEGF-D In
Slide 17: 4D-150 Designed as Backbone Therapy for Safe & Continuous Disease Control
4D-150 is Designed as Backbone Therapy to Provide Safe & Continuous Disease Control with Lifelong Anti-VEGF Expression Potential R100 Capsid Anti-VEGF Transgenes Capsid base Aflibercept VEGF-C RNAi Peptide insertions (VEGF Trap) ✓ Robust delivery to multiple retinal layers ✓ >64 million doses ✓ Enha
Slide 18: 4D-150 Wet AMD Development Program
4D-150 Wet AMD Development Program: Comprehensive Strategy Studying Increasingly Early-Stage Populations Phase 1/2 Phase 1/2a Phase 2b Phase 2b Safety, Clinical Activity in Subgroup Proof of Concept Broader Population Phase 3-Comparable Phase 3 Phase 3 Dose 24 30 15 >500 3E10 vg/eye (N=) Severe, Tx
Slide 19: PRISM Wet AMD Phase 1/2 Schemas
PRISM Wet AMD Phase 1/2 Schemas Phase 1 Prophylactic corticosteroid Study assessment Scheduled aflibercept injection Dose Exploration Supplemental Injection 4D-150 3E10 vg/eye Criteria 4D-150 1E10 vg/eye 4D-150 6E9 vg/eye Reference Values* Average of Week –1 and Day 1 Phase 2a Prophylactic corticost
Slide 20: Treatment Burden Reduction Through 2 Years in Multiple Wet AMD Populations
4D-150 Demonstrated Transformative Treatment Burden Reduction Through 2 Years in Multiple Wet AMD Patient Populations Phase 3 Dose (3E10 vg/eye): Mean Supplemental Anti-VEGF Injections Required Severe, Recalcitrant Broad Disease Recently Diagnosed 20.4 12.0 27% >2 injections –79% 21% –78% –87% 2 inj
Slide 21: Treatment Burden Reduction Through 2 Years: Supplemental Injections
4D-150 Demonstrated Transformative Treatment Burden Reduction Through 2 Years in Multiple Wet AMD Patient Populations Phase 1/2 Phase 3 Dose (3E10 vg/eye): Supplemental Anti-VEGF Injections Post–4D-150 Phase 3 Severe, Recalcitrant Broad Recently Diagnosed Treatment Naïve & Recently Diagnosed 13% 22%
Slide 22: Results Through 2 Years in a Severe, Recalcitrant Population
Phase 1/2a: Severe, Recalcitrant Results Through 2 Years Post–4D-150 in a Severe, Recalcitrant Population Visual Acuity & Anatomy Comparable to Q8W AFLB 2mg with Robust Reduction in Treatment Burden Anatomy & Visual Acuity 4D-150 vs. Aflibercept Treatment Burden Reduction Post–4D-150 Central Subfiel
Slide 23: Results Through 2 Years in a Broad Population
Phase 2b: Broad Results Through 2 Years Post–4D-150 in a Broad Population Visual Acuity & Anatomy Stable With Robust Reduction in Treatment Burden Anatomy & Visual Acuity Post–4D-150 Treatment Burden Reduction Post–4D-150 150 Central Subfield Thickness Aflibercept 4D-150 Mean ±SD Change from BL in C
Slide 24: Results Through 2 Years in Recently Diagnosed Population
Phase 2b: Recently Diagnosed Results Through 2 Years Post–4D-150 in Recently Diagnosed Population Visual Acuity & Anatomy Stable With Robust Reduction in Treatment Burden Anatomy & Visual Acuity Post–4D-150 Treatment Burden Reduction Post–4D-150 150 Central Subfield Thickness Aflibercept 4D-150 3E10
Slide 25: Wet AMD: Consistent and Predictable Safety To-date in Phase 1/2
Wet AMD: Consistent and Predictable Safety To-date in Phase 1/2 Highest SUN/NEI Score† with 4D-150 Phase 3 Dose, 3E10 vg/eye (N=71) Through Week 28 Week 28 to Year 1 Year 1 to 2 Year 2 to 4+ None 1+ 2+ 2.8% (n=2‡) 3+ 4+ 100% 100% 100% 97.2% N=71 N=71 N=71 N=Variable ▪ No 4D-150–related serious adver
Slide 26: Global 4FRONT Phase 3 Wet AMD Program Summary
Global 4FRONT Phase 3 Wet AMD Program Summary Primary Noninferiority in mean change in BCVA from baseline to Week 52 for a single injection of 4D-150 Objective vs. aflibercept 2mg (Q8W) after 3 loading doses ✓ Regulatory alignment: North America Global • FDA RMAT designation • EMA PRIME designation
Slide 27: 4FRONT Phase 3 Trial Design: Enrolling an Optimized Population
Global 4FRONT Phase 3 Trial Design: Enrolling an Optimized Population 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 3E10 vg/eye (n=240)
Slide 28: 4FRONT Phase 3 Trial Design: Studying Clinically Relevant Endpoints
Global 4FRONT Phase 3 Trial Design: Studying Clinically Relevant Endpoints 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 3E10 vg/eye (n=240)
Slide 29: 4FRONT Supplemental Criteria Optimized for Phase 3 Success
4FRONT Supplemental Criteria Optimized for Phase 3 Success & Clinically Meaningful Treatment Burden Reduction Post 1 loading dose: Post 2-3 loading doses: Reference Measurement ▪ BCVA & CST: Average of Week -1 and Day 1 ▪ BCVA: Average of Week 4 & 8 ▪ CST: Week 8 ≥5 letter loss in BCVA AND Vision &
Slide 30: 4D-150 Diabetic Macular Edema (DME) Program Overview
4D-150 Diabetic Macular Edema (DME) Program Overview ✓ Second multi-billion-dollar retinal disease market with significant unmet need ✓ Successful SPECTRA Part 1 safety-focused clinical trial with no intraocular inflammation observed and durable clinical activity through 2 years ✓ FDA RMAT designati
Slide 31: SPECTRA Part 1 Focused on Safety & Dose Selection
SPECTRA Part 1 Focused on Safety & Dose Selection: Utilized Stringent Supplemental Aflibercept Criteria & Three Loading Doses Diagnosis within 2 years, CST ≥350 µm (includes treatment naïve) Key Eligibility Criteria Confirmed anti-VEGF response (CST decrease ≥40 µm at Week –1 versus Week –8) o Asses
Slide 32: Consistent & Predictable Safety Data With No Intraocular Inflammation
Consistent & Predictable Safety Data With No Intraocular Inflammation 2 Years After 4D-150 (N=22 Total, n=9 at Phase 3 Dose) Highest SUN/NEI Score following 4D-150 (N=22) 0 (none) Through 2 Years 1+ 2+ 3+ 4+ 100% ▪ No ocular serious adverse events ▪ No hypotony, endophthalmitis, vasculitis, choroida
Slide 33: SPECTRA Part 1 2-Year Results: Visual Acuity & Anatomy Stable
SPECTRA Part I 2-Year Results for 4D-150 Phase 3 Dose: Visual Acuity & Anatomy Stable Aflibercept 4D-150 100 Central Subfield Thickness Phase 3 Dose, 3E10 vg/eye (n=9) 50 0 Mean ±SD Change -50 in CST (µm) -100 -150 -176 -200 -250 -300 -350 -8 -4 0 4 8 12 16 20 24 28 32 36 40 44 48 52 56 60 64 68 72
Slide 34: SPECTRA Part 1 2-Year Results: Treatment Burden Reduction
SPECTRA Part I 2-Year Results for 4D-150 Phase 3 Dose: Clinically Meaningful Treatment Burden Reduction Mean Supplemental Injections & Treatment Burden Reduction Post–4D-150 2 of 9 2 of 9 injection-free injection-free 13.0 61% 75% 5.2 3.2 2 Years 2 Years Estimated† Utilizing 4SIGHT Phase 3 Projected
Slide 35: SPECTRA Supplemental Injection Criteria Are Stringent Compared to Contemporary Trials
SPECTRA Part I Supplemental Injection Criteria Are Stringent Compared to Contemporary Efficacy Trials and Did Not Require Vision Decrease Disease Activity Criteria for Supplemental Treatment or Product Trial Shortened Dose Interval ≥10 letter loss on 2 consecutive visits or ≥15 letter loss at any vi
Slide 36: SPECTRA Part 1 2-Year Summary
SPECTRA Part 1 2-Year Summary Safety Data Efficacy Data (Phase 3 Dose) ▪ No intraocular inflammation (no SUN/NEI score ▪ Sustained vision gains >0) at any timepoint or dose level (N=22) ▪ Sustained anatomic control ▪ No hypotony, endophthalmitis, vasculitis, choroidal ▪ Supplemental injections: effu
Slide 37: Overview: Global 4SIGHT Phase 3 Clinical Trial in DME
Overview: Global 4SIGHT Phase 3 Clinical Trial in Diabetic Macular Edema ✓ Global regulatory alignment for filing* with a single Phase 3 trial 100% Treatment-Naïve ✓ Robustly powered for global approval (~4 letter noninferiority N=514 margin) ✓ First patients enrolled in September 2026 Primary Nonin
Slide 38: Global 4SIGHT Phase 3 Trial Schema
Global 4SIGHT Phase 3 Trial Schema Global, Multicenter, Randomized, Double Masked, Aflibercept Q8W Comparator Controlled Study Difluprednate taper (both arms) starting Day -3 Week -13 -9 -5 -1 D1 4 8 12 16 20 24 28 32 36 40 44 48 52 104 4D-150 3E10 vg/eye (n=257) Aflibe
Slide 39: 4SIGHT Phase 3 Optimized Patient Population & Supplemental Injection Criteria Versus SPECTRA
4SIGHT Phase 3 Optimized Patient Population & Supplemental Injection Criteria Versus SPECTRA Treatment experience All comers Treatment naïve Screening & CST at Screening ≥350 µm ≥325 µm Run-in CST Response to ≥10% reduction & ≤400 µm or ≥40 µm reduction after 2 loading injections Aflibercept <315 µm
Slide 40: 4D-150 Commercial Model: Designed for Seamless Adoption & Global Scalability
4D-150 Commercial Model: Designed for Seamless Adoption & Global Scalability PRACTICE WORKFLOW & GLOBAL SCALABILITY PAYERS ECONOMICS ▪ Manufacturing scalability ▪ Unique value proposition aligns ▪ In-office routine IVT dosing incentives to long-term disease ▪ Favorable COGS margin control and vision
Slide 41: Exclusive License Agreement with Otsuka Pharmaceutical for Asia-Pacific
Exclusive License Agreement with Otsuka Pharmaceutical for Development & Commercialization of 4D-150 in Asia-Pacific Region ✓ Complementary Strengths: ▪ 4DMT expertise in AAV genetic medicine, retina product development and manufacturing ▪ Otsuka global pharma with expertise in APAC regulatory strat
Slide 42: Key Catalysts: Strong Execution and Data Updates in 2026
Key Catalysts: Strong Execution and Data Updates in 2026, Topline Phase 3 Wet AMD Data Readouts to follow in 2027 ✓ Feb 2026: 4FRONT-1 Phase 3 enrollment complete ✓ Jun 2026: 4FRONT-2 Phase 3 enrollment complete Wet AMD ✓ Jul 2026: PRISM Phase 2b 2-year data ❑ Q2 2027: 4FRONT-1 Phase 3 topline data
Slide 43: 4D-710 Potential Treatment for Cystic Fibrosis Lung Disease
4D-710 Potential Durable,Variant-Agnostic, Disease-Modifying Treatment for Cystic Fibrosis Lung Disease © 2026 4D Molecular © 2026 4DTherapeutics. Molecular Therapeutics. All Rights Reserved. All Rights Reserved.
Slide 44: Cystic Fibrosis Lung Disease: High Unmet Need Despite Modulators
Cystic Fibrosis (CF) Lung Disease: High Unmet Need Despite Modulators Lung Disease Burden CF Epidemiology2,3 Ineligible or Burdensome ~15k Intolerant Daily to CFTR Supportive Care: modulators ~20k Airway clearance ~70k Suboptimal responders4 (~100 mins), Responsive to CFTR modulators inhaled antibio
Slide 45: 4D-710 Design: Durable, Redosable, Variant-agnostic Therapy for CF Lung Disease
4D-710 Design: Durable, Redosable,Variant-agnostic Disease-modifying Therapy for CF Lung Disease Novel AAV Vector: A101 Overcome Potential Barriers Enhanced Transduction of Airway Cells ✓ Mucus penetrant ✓ Transduction of 4D-710 Airway delivery multiple airway cell CMV173 CFTR∆R types PROMOTER TRANS
Slide 46: Dose Selection Framework for Further Development of 4D-710
Dose Selection Framework for Further Development of 4D-710 Focus of Phase 1: Focus of Phase 2 (Enrolling): Dose Finding Characterize Clinical Activity Safety Stability or improvement in large-/mid- airway disease (ppFEV1) Phase 2 Physiologically relevant Dose: Improvement in small airway disease C
Slide 47: Protocol Amended with Novel Lung Endpoints
Protocol Amended with Novel Lung Endpoints to Enhance Clinical Activity Assessments, Additional Biopsy to Assess Durability Phase 2 Phase 1 (Dose Ranging) Key Endpoints: (Dose Expansion) Cohort 2 2E15 vg ▪ Safety & tolerability (n=4) Cohort 1 ▪ Lung biomarkers 1E15 vg (bronchoscopy): 2.5E14 vg (n=3)
Slide 48: AEROW Clinical Trial: Lower Dose Cohorts 3 & 4 (N=9)
AEROW Clinical Trial: Lower Dose Cohorts 3 & 4 (N=9) Demographics & Baseline Characteristics Cohort 3: 5E14 vg Cohort 4: 2.5E14 vg Participant 1 2 3 1 2 3 4 5 6 Number Age, y 42 40 34 26 54 37 56 33 37 Sex Female Female Male Male Female Female Male Male Male CFTR mod. status Intolerant Ineligible In
Slide 49: 4D-710 Safety & Tolerability Day 1-14
4D-710 Safety & Tolerability Day 1-14: Well-Tolerated in Lower Dose Cohorts with Transient & Generally Mild AEs Typical of Nebulized Therapies Day 1 Dosing Activities ppFEV1 4D-710–Related AE Routine ACT ▪ Participant 1: throat irritation 1 (Historical) after dosing (Grade 1, ~5 sec), increased prod
Slide 50: 4D-710 Safety & Tolerability: No Pulmonary Related AEs After Day 14
4D-710 Safety & Tolerability: Well-Tolerated in Lower Dose Cohorts No Pulmonary 4D-710–related AEs After Day 14 4D-710–Related Pulmonary Adverse Events None Grade 1 Grade 2 Grade 3 Grade 4 1 5E14 vg 2 3 1 2 3 2.5E14 vg 4 5 6 D14- Month (post dose): M1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Slide 51: Dose-dependent CFTR Transgene RNA Expression Following 4D-710
Dose-dependent CFTR Transgene RNA Expression Following 4D-710 Administration: Cohort 4 (2.5E14 vg) Meets Target Expression Profile CFTR RNA (ISH): Airway Epithelial Cells 80 2.5E14 vg Meets Target of ▪ Dose-dependent CFTRR mRNA Mean % (+) epithelial cells 52.7 ~10-25% 60 expression in airway cells
Slide 52: CFTR Protein Expression Meets Target Expression Pattern
CFTR Protein Expression Meets Target Expression Pattern in Airway & Interstitial Areas at 2.5E14 vg Dose (Cohort 4) Cohort 2 (2E15 vg) 2.5E14 vg Participant 2 Participant 3 Participant 3 Participant 4 Non-CF Lung Control ▪ IHC staining pattern improved at 2.5E14 dose: o Normal cellular localization
Slide 53: Durability of 4D-710–mediated CFTR Expression in Airway Biopsies
Durability of 4D-710–mediated CFTR Expression in Airway Biopsies: Persistent within Target Therapeutic Range through Over 1 Year Durability of 4D-710–Mediated CFTR∆R Expression (ISH): Mean % of Airway Epithelial Cells (+) in Individual Patients with Optional Paired Biopsies 40 Population & Methods 3
Slide 54: Integrated Biomarker & Clinical Endpoint Strategy in AEROW Phase 1
Integrated Biomarker & Clinical Endpoint Strategy to Demonstrate Mechanism of Action & Clinical Activity in AEROW Phase 1 Trial Lung Tissue Biomarkers Pulmonary Clinical Activity Endpoints Biopsies Larger Airways Pulmonary Symptoms ▪ ppFEV1 ▪ CFQ-R-R Brushings Structural/Functional Changes Small Air
Slide 55: ppFEV1 & LCI2.5: Complementary Measures of Lung Function
ppFEV1 & LCI2.5: Complementary Measures of Lung Function Measure / Endpoint Spirometry: ppFEV1 Multiple Breath Washout: LCI2.5 Lung restriction/obstruction, Ventilation inhomogeneity, Measures marker of larger airway disease marker of small airway disease Effort Dependent Yes No Sensitivity to Early
Slide 56: LCI2.5 Demonstrated Greater Sensitivity than ppFEV1
LCI2.5 Demonstrated Significantly Greater Sensitivity than ppFEV1 for Treatment Effect: Required <19 Subjects vs ~350 Inactive Control HS vs. IS Required Sample Outcome Analysis Treatment Effect* Size† Spirometry: ppFEV1 1.8 ± 12.0 351 Treatment ppFEF25-75 5.3 ± 22.3 141 effect size: 1.16 ± 0.94 CFQ
Slide 57: In Orkambi Trial in Children, LCI2.5 Demonstrated Robust Treatment Response
In Orkambi® Trial in Children, LCI2.5 Demonstrated Robust Treatment Response at Every Timepoint vs. Placebo in Contrast to ppFEV1 Primary Endpoint: LCI2.5 Treatment Placebo LUM/IVA Difference Endpoint (n=101) (n=103) vs Placebo Absolute change in 0.08 -1.01 -1.09 LCI2.5 through (-0.18 to 0.34) (-1.2
Slide 58: Clinical Activity: Mean Change in ppFEV1, LCI2.5 & CFQ-R-R
Clinical Activity: Mean Change in ppFEV1, LCI2.5 & CFQ-R-R in Lower Dose Cohorts From Baseline Through 1 Year of Follow-up (Months 3 to 12*) ppFEV1 LCI2.5 CFQ-R-R Minimal Clinically Important Difference: +4 points Phase 2 Dose Phase 2 Dose Phase 2 Dose *Post-Hoc analysis of evaluable data: Mean valu
Slide 59: Phase 1 Interim Data: Key Takeaways from Lower Dose Cohorts 3 & 4
Phase 1 Interim Data: Key Takeaways from Lower Dose Cohorts 3 & 4 SAFETY DATA: Well Tolerated with 4 to 24 Months follow-up LUNG FUNCTION: Clinically Meaningful Activity (FEV1, LCI2.5) 4D-710 QUALITY-OF-LIFE: Clinically Meaningful Activity (CFQ-R-R) Durable, Redosable, Variant- Agnostic, Disease-Mod
Slide 60: Thank You
THANK YOU 5858 Horton Street, Suite 455 | Emeryville, California 94608 (510) 505-2680 | Investor.Relations@4DMT.com IR.4DMT.com | LinkedIn © 2026 4D Molecular © 2026 4DTherapeutics. Molecular Therapeutics. All Rights Reserved. All Rights Reserved.
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