4D Molecular Therapeutics (FDMT) Corporate presentation summary

Strategic focus and innovation

• Advancing a pipeline of locally delivered AAV genetic medicines targeting large market diseases, with 4D-150 as the lead product for retinal vascular diseases and 4D-710 for cystic fibrosis lung disease.

• Emphasizing simple, in-office delivery, best-in-class safety, and global regulatory alignment to enable broad commercial adoption and lower payer barriers.

• Manufacturing scalability and favorable cost structure support global scalability and efficient commercial infrastructure.

4D-150 for retinal vascular diseases

• Designed as a durable, safe, in-office backbone therapy for wet AMD and DME, aiming for lifelong disease control and vision preservation.

• Addresses a $14B+ market with high unmet need due to burdensome injection regimens and suboptimal real-world outcomes.

• Demonstrated transformative reduction in supplemental anti-VEGF injections (up to 92% reduction) and stable visual acuity in Phase 1/2 and 2b trials.

• Consistent and predictable safety profile with nearly all patients completing steroid taper on schedule and remaining off steroids.

• Global Phase 3 program (4FRONT) enrolling optimized populations, with topline data expected in 2027.

Commercial and partnership highlights

• Exclusive license agreement with Otsuka for APAC region: $85M upfront, $50M cost sharing, up to $336M in milestones, and tiered royalties.

• 4DMT retains full rights outside APAC and leads global development and manufacturing.

• Commercial model supports seamless adoption, buy & bill fit, flexible pricing, and enhanced clinic capacity.