Tenaya Therapeutics, Inc. · NASDAQ:TNYA
Tenaya Therapeutics — Jefferies Global Healthcare Conference 2026
41 slides from Tenaya Therapeutics's conference presentation, June 2026
Slide 1: Corporate Presentation
Corporate Presentation Jefferies Global Healthcare Conference June 2026
Slide 2: Forward-looking statement
Forward-looking statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management’s beliefs and assumptions and on information currently availabl
Slide 3: Our purpose: To transform and extend lives through potentially curative therapies
Our purpose: To transform and extend lives through the discovery, development and delivery of potentially curative therapies that target the underlying causes of heart disease. 3
Slide 4: Singular focus on the heart
Singular focus on the heart 3 clinical-stage programs Multiple near-term gene therapy data readouts Deep expertise in cardiology, genetics and rare disease drug development Foundational capabilities fuel innovation and first-in-class potential Track record of execution 4
Slide 5: Advancing TN-201 and TN-401 towards pivotal studies
IMMEDIATE OPPORTUNITY: Advancing TN-201 and TN-401 towards pivotal studies Large market potential in rare Early evidence of clinically Planned data readouts offer Seeking regulatory clarity on disease setting meaningful benefit multiple de-risking catalysts in approvable endpoints and 2026 pivotal t
Slide 6: Advancing TN-301 towards clinical proof-of-activity
NEXT OPPORTUNITY: Advancing TN-301 towards clinical proof-of-activity to unlock “pipeline-in-a-pill” potential Broad utility demonstrated by Tenaya and others MoA of HDAC6 inhibition well understood DECREASES INCREASES • Inflammation • Autophagy • Oxidative stress • Lipid metabolism • Fibrosis • Pro
Slide 7: Broad clinical stage programs supported by innovation engine
MODALITY AGNOSTIC PIPELINE Broad clinical stage programs supported by innovation engine CLINICAL-STAGE PIPELINE Program Modality Epidemiology Research Preclinical Phase 1b/2 TN-201 AAV9 gene therapy 120K MYBPC3+ HCM TN-401 AAV9 gene therapy 75K PKP2+ ARVC TN-301 Prevalent & HFpEF/cardiac, muscular S
Slide 8: TN-201 for MYBPC3-associated HCM
TN-201 for MYBPC3-associated HCM
Slide 9: MYBPC3-associated HCM substantial unmet need
SUBSTANTIAL UNMET NEED MYBPC3-associated HCM is estimated to affect 120,000 people in the U.S. alone(1) A severe and progressive autosomal dominant condition affecting adults, teens, children and infants HCM HEART ~57% ofvariants identified genetic underlying familial HCM are MYBPC3 mutations(2) Thi
Slide 10: MyPEAK-1 Phase 1b/2 clinical trial design
TRIAL DESIGN MyPEAK-1 Phase 1b/2 clinical trial design Seeking directional consistency across multiple parameters over time with the goal of halting or even reversing steady disease progression Design Study Objectives • Open-label, multi-center, dose-escalation and dose-expansion • Safety, tolerabil
Slide 11: Interim MyPEAK-1 Cohort 1 & 2 Data
HIGHLIGHTS Interim MyPEAK-1 Cohort 1 & 2 Data 1 CLINICAL: Multiple parameters of disease improving; All evaluable patients show signs of cardiac remodeling plus improvements in symptoms 2 BIOPSY: TN-201 is reaching heart cells and being expressed 3 SAFETY: TN-201 well tolerated at both doses 11
Slide 12: Multiple parameters improving with durable responses in Cohort 1
CLINICAL RESULTS Multiple parameters improving with durable responses in Cohort 1 and signals of deeper/faster responses in Cohort 2 MRV Biomarkers Hypertrophy Feel Function Change from (week) baseline to MRV cTnI BNP LVMI LVPWT IVS NYHA KCCQ 6MWD pVO2 Improved Patient 1 104 Stable Cohort 1 Patient
Slide 13: Decreases in multiple measures of hypertrophy
CLINICAL RESULTS Decreases in multiple measures of hypertrophy suggest cardiac remodeling occurring over time Left Ventricular Mass Index (LVMI) All patients achieved reductions in LVMI Change from baseline to MRV • MyPEAK-1 patients all severely hypertrophied with Cohort 1 Cohort 2* baseline LVMI o
Slide 14: TN-201 hypertrophy decreases compare favorably with peers
TN-201 hypertrophy decreases compare favorably with results observed among peers LVMI change from baseline to MRV*1-5 LVPWT change from baseline to MRV*1-5 IVS change from baseline to MRV*1-5 TN-201 TN-201 Mavacamten CAMZYOS (oHCM) CAMZYOS Aficamten (nHCM) Aficamten TN-201 TN-201 Mavacamten CAMZYOS
Slide 15: Symptom burden reduced in all patients by at least one measure
CLINICAL RESULTS Symptom burden reduced in all patients by at least one measure following TN-201 treatment New York Heart Assoc. Classification Kansas City Cardiomyopathy Questionnaire Baseline Most recent visit Change from baseline to MRV Cohort 1 Cohort 2* Class I Patient 1 Patient 2 Patient 3 Pat
Slide 16: Functional improvements observed in majority of Cohort 2 patients
FUNCTIONAL CAPACITY Functional improvements observed in at least one measure for a majority of Cohort 2 patients Six-minute Walk Test Cardiopulmonary Exercise Capacity Cohort 2* change in 6MWD from baseline to MRV Cohort 2* change in pVO2 from baseline to MRV Baseline MRV Difference Baseline MRV Dif
Slide 17: TN-201 well tolerated at both doses
SAFETY OBSERVATIONS TN-201 has been well tolerated at both doses with no new treatment-related safety events to report • Adverse events (AEs) associated The most common AE related to TN-201 were reversible, with TN-201 treatment were mild, asymptomatic liver enzyme elevations transient and/or revers
Slide 18: Opportunity to explore TN-201 in full spectrum of patients
LOOKING AHEAD Opportunity to explore TN-201 in the full spectrum patients with MYBPC3-associated HCM mutations Adults Adolescents Peds Infants Heterozygotes Homozygotes Non-Obstructive Phenotype Obstructive Phenotype (70%) (30%) MyPEAK-1 started in nHCM patients Pediatric MYBPC3-associated HCM Poten
Slide 19: Recent engagements with regulators globally
Recent engagements with regulators globally reflect potential future directions Tenaya is engaging with regulators to pursue alignment on pivotal endpoints with an initial focus on the pediatric population where there is significant need PRIME designation received Rare Disease Evidence Principles •
Slide 20: Children with MYBPC3+ disease at heightened risk
MyCLIMB FINDINGS Children with MYBPC3+ disease are at heightened risk for heart failure, arrhythmias, hospitalizations and death(1) The unmet need in pediatric patients Genotype status impacts outcomes(1) ~3000 diagnosed patients currently under age 18 in the U.S. (2) >90% ofnon-obstructive patients
Slide 21: TN-401 for PKP2-associated ARVC
TN-401 for PKP2-associated ARVC CONFIDENTIAL
Slide 22: PKP2-associated ARVC substantial unmet need
SUBSTANTIAL UNMET NEED PKP2-associated ARVC is estimated to affect >70,000 people in the U.S.(1) ARVC is a severe and progressive genetic heart disease lacking therapeutic treatment options ARVC HEART of heart-related deaths in >15% patients < 35 are due to Unstable ARVC(1) connections and scar tiss
Slide 23: RIDGE-1 Phase 1b/2 clinical trial
TRIAL DESIGN RIDGE-1 Phase 1b/2 clinical trial Treatment goal: demonstrate reduction in arrhythmic events Study Objectives Design • Safety and tolerability • Open-label, multi-center dose-escalation and dose-expansion • Dose-finding • 52-week study period with four-year follow-up • Pharmacodynamics
Slide 24: Interim RIDGE-1 Cohort 1 & 2 Data
HIGHLIGHTS Interim RIDGE-1 Cohort 1 & 2 Data 1 CLINICAL: All patients on study achieved consistent and meaningful reductions in arrhythmia burden that were sustained up to 1 year for Cohort 1 2 BIOPSY: TN-401 is reaching cardiomyocytes and achieving expression 3 SAFETY: TN-401 was well tolerated at
Slide 25: PVC and NSVT burden are key indicators of electrical instability
VENTRICULAR ARRHYTHMIA RISK FACTORS PVC and NSVT burden are key indicators of electrical instability and risk of life-threatening events Frequency Severity PVCs NSVTs SVTs VFs SCA Premature Ventricular Non-Sustained Ventricular Sustained Ventricular Ventricular Sudden Cardiac Contractions Tachycardi
Slide 26: All patients had meaningful reductions in PVC burden
CLINICAL RESULTS All patients had meaningful reductions in PVC burden post-TN-401 Change in Daily PVC Rate from Screening to Most Recent Visit Cohort 1 Average = 60% Reduction Cohort 2 Average = 67% Reduction • PVCs assessed by 7-day continuous ECG Patient 1 Patient 2 Patient 3 Patient 4 Patient 5 P
Slide 27: Patients with high NSVT burden had dramatic reductions
CLINICAL RESULTS Patients with high NSVT burden had dramatic reductions over time Change in Daily NSVT Rate from Screening to Most Recent Visit Cohort 1 (3E13 vg/kg) Cohort 2 (6E13 vg/kg) • NSVT burden assessed Patient 1 Patient 2 Patient 3 Patient 4 Patient 5 Patient 6 by 7-day continuous ECG • Pat
Slide 28: Both TN-401 doses equally well tolerated
SAFETY OBSERVATIONS Both TN-401 doses equally well tolerated Majority of TN-401-related AEs mild, asymptomatic and manageable • Cohort 1 AEs previously disclosed Cohort 1* Cohort 2 Relevant (3E13 vg/kg; n=3) (6E13 vg/kg; n=3) • Cohort 2 AEs include two grade 3 AEs in the Adverse Event same patient d
Slide 29: RIDGE the largest natural history study of PKP2+ ARVC
COMMITTED TO THE PKP2 COMMUNITY RIDGE the largest natural history study of PKP2+ ARVC in the world Largest Ever PKP2+ ARVC …Collecting Data …Directly Feeding Natural History Study… Across Domains… RIDGE-1 Trial • All RIDGE-1 participants to date were identified through RIDGE >185 >2,500 • RIDGE info
Slide 30: TN-301 HDAC6 Inhibitor
Mr, TENAYA THERAPEUTICS TN-301 HDACE6 Inhibitor
Slide 31: Growing conviction in TN-301 opportunity
SMALL MOLECULE HDAC6 INHIBITOR Growing conviction in TN-301 opportunity supported by external preclinical and clinical data Tenaya has extensively HDAC6 inhibition multi- Clinical results with pan- studied HDAC6 inhibition in modal MOA externally HDAC inhibition de-risks multiple disease models vali
Slide 32: Tenaya's HDAC6 inhibitors offer distinct advantages
DIFFERENTIATION Tenaya’s HDAC6 inhibitors offer distinct advantages HDACs vs. HDAC6 Tenaya’s HDAC6 Inhibitors Histone deacetylases are enzymes that regulate • Highly specific: ≥3500x selectivity for HDAC6 cellular processes and gene expression vs. other HDAC HDAC6 • Selectivity provides potential sa
Slide 33: HDAC6 inhibition in HFpEF models
PRECLINICAL RESULTS HDAC6 inhibition demonstrates potential for use as single- agent or in combination with SGLT2 inhibitor in HFpEF models HDAC6 inhibition shows comparable HDAC6 inhibition combined with SGLT2 efficacy to SGLT2 inhibitor inhibitor shows additive benefit Preclinical single-agent Pre
Slide 34: TN-301 potential to improve muscle deficits in DMD model
PRECLINICAL RESULTS TN-301 demonstrates potential to improve skeletal and cardiac muscle deficits in DMD model with fewer liabilities Preclinical data suggest HDAC6 inhibition may be substantially driving the benefits observed to date with pan-HDAC inhibitors in DMD clinical studies Low-dose TN-301
Slide 35: Phase 1 trial of TN-301 in healthy participants
PRECLINICAL RESULTS Phase 1 trial of TN-301 of healthy participants TN-301 was generally well tolerated across broad dose ranges • Single-ascending doses (SAD) of 1mg – 700mg • Multiple ascending doses (MAD) of 25mg, 100 mg and 300 mg for 14 days • AEs (primarily GI related) occurred with similar fr
Slide 36: Enabling Capabilities
Mr, TENAYA THERAPEUTICS Enabling Capabilities
Slide 37: Integrated internal capabilities power drug discovery engine
PLATFORM Integrated internal capabilities power modality-agnostic drug discovery engine In vivo & in vitro Capsid Target Discovery and disease engineering Validation models Deep insight AI-enabled Genetic Promoters phenotypic insights & regulatory Rapid design iterations screening elements Enc
Slide 38: Research collaboration with Alnylam
PLATFORM Research collaboration with Alnylam TARGET IDENTIFICATION Goal • Multi-target research collaboration Human Genetics + AI-powered Phenotypic Screening • Identify and validate novel genetic targets for cardiovascular indications Responsibilities • Tenaya consucts target validation • Alnylam o
Slide 39: Upcoming Milestones
Upcoming Milestones CONFIDENTIAL
Slide 40: 2026 anticipated program milestones
AF1 MOMENTUM 2026 anticipated program milestones TN-201 for MYBPC3-associated HCM Enroll 6E13 vg/kg expansion cohort 1H MyPEAK-1 interim Cohort 2 data • MyPEAK-1 ~2-year Cohort 1 and ~52-week Cohort 2 data 2H • Continue MyPEAK-1 enrollment • Pursue regulatory alignment on pivotal plans TN-401 fo
Slide 41: Thank you
Thank you THERAPEUTICS
Tenaya Therapeutics — Jefferies Global Healthcare Conference 2026 on 6ix