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 including wet AMD and DME.

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

• Commercial model designed for scalability, efficient infrastructure, and favorable cost structure, with strategic partnerships such as Otsuka for APAC rights.

4D-150 for retinal vascular diseases

• 4D-150 aims to transform care for wet AMD and DME by providing durable, lifelong disease control with a single in-office injection.

• Addresses a $14B+ market with high unmet need for sustained efficacy and reduced treatment burden, as current anti-VEGF regimens require frequent injections and see high discontinuation rates.

• Demonstrated robust reduction in supplemental anti-VEGF injections (up to 92% in recently diagnosed patients) while maintaining stable visual acuity and anatomy through 1.5–2 years.

• Safety profile consistent and predictable, with most patients completing steroid taper and remaining off steroids.

Clinical development and milestones

• Global Phase 3 4FRONT program for wet AMD is fully enrolled in North America and enrolling globally, targeting both treatment-naïve and previously treated populations.

• Phase 3 design optimized for regulatory alignment and clinically meaningful endpoints, with topline data expected in 2027.

• DME program advancing with SPECTRA trial showing stable vision and anatomy and significant reduction in treatment burden at 60 weeks.

• $458M in cash provides runway into H2 2028, supporting ongoing clinical and pre-commercial activities.