Maze Therapeutics (MAZE) Evercore ISI 8th Annual HealthCONx Conference summary

Key accomplishments and milestones

• Went public early in the year, enabling company transformation and growth.

• Initiated the MZE829 study for APOL1 kidney disease, with data expected by end of Q1 2026.

• Released additional data on MZE782 in September, which was well received.

• Completed a PIPE financing to support ongoing and future studies.

• Advanced multiple product candidates and secured capital for upcoming data catalysts.

APOL1 kidney disease program insights

• APOL1-mediated kidney disease affects about one million in the U.S., with 250,000 likely to benefit from new therapies.

• Disease progresses faster and affects younger patients, with no approved therapies currently available.

• MZE829 targets a broad spectrum of AMKD patients, both with and without diabetes.

• The market size is comparable to or larger than the IgAN market, representing a significant unmet need.

• MZE829 offers a dual mechanism, blocking and disrupting APOL1 pore assembly, showing greater potency than competitors.

Clinical trial design and expectations

• Horizon study requires genotyped patients (G1 or G2), treated for three months and followed for one month.

• Aims to demonstrate at least a 30% reduction in proteinuria using UACR as a sensitive endpoint.

• Includes both diabetic and non-diabetic patients, with an eight-week lead-in on standard of care.

• Initial data will focus on broad AMKD, excluding highly proteinuric FSGS patients.

• Achieving a 30% reduction in proteinuria is considered a clinical win and would trigger planning for a phase 2b/3 study.