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4D Molecular Therapeutics
4D Molecular Therapeutics (FDMT) investor relations material
4D Molecular Therapeutics 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Vision and Pipeline Overview
Focused on developing durable, disease-targeted genetic medicines for large retinal and pulmonary disease markets, led by 4D-150 for wet AMD and DME, and including assets for geographic atrophy, cystic fibrosis, and alpha-1 antitrypsin disease.
Proprietary R100 capsid enables safe, routine intravitreal delivery.
Global partnerships, including Otsuka for Asia-Pacific, provide significant funding and support.
Recent Accomplishments and Clinical Progress
Strong phase 1, 2, and 2b results for 4D-150, showing excellent safety, durability, and consistent clinical activity up to 2 years, with no significant inflammation at phase 3 dose in over 80 patients.
Phase 3 trial enrollment for wet AMD (4FRONT-1) exceeded expectations; global expansion ongoing for 4FRONT-2.
Achieved FDA and EMA alignment for a single phase 3 DME study, a rare regulatory milestone.
Secured RMAT designation for both DME and wet AMD.
Closed $100M financing in Q4, extending runway into H2 2028.
Market Opportunity and Unmet Needs
Retinal vascular disease market is ~$17B annually, with $14B+ for wet AMD and DME; prevalence of 9M in US, Europe, and Japan.
Lifelong injection regimens are burdensome, leading to high discontinuation rates and ongoing vision loss.
Physicians and patients cite durability and sustained efficacy as top unmet needs.
Gene therapy is the most anticipated innovation among retina specialists.
Explain 4D-150's safety advantage mechanism
How will 4D-150 impact retina practice economics?
Why single Phase III for DME approval is unique
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Next 4D Molecular Therapeutics earnings date
Q4 202527 Feb, 2026
4D Molecular Therapeutics
Next 4D Molecular Therapeutics earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
4D Molecular Therapeutics Inc. (FDMT) is a clinical-stage biotherapeutics company engaged in the development of genetic medicines using a proprietary therapeutic vector evolution platform. The company is focused on addressing serious unmet medical needs across three main therapeutic areas: ophthalmology, cardiology, and pulmonology. Its portfolio includes genetic medicine product candidates in various stages of clinical trials. FDMT is headquartered in Emeryville, California, and its shares are listed on the NASDAQ.
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