Maze Therapeutics (MAZE) Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary

Platform overview and strategic direction

• Focused on developing small molecule precision medicines for kidney and metabolic diseases using advanced genetics.

• Multiple phase 2 programs underway, with a recent IPO and September financing supporting development.

• Lead program targets APOL1-mediated kidney disease, with key data expected in Q1 2026.

• Aims to be first to show clinical proof of concept in broad AMKD population.

• Plans to initiate phase II/III registrational studies if Q1 2026 data are positive.

APOL1-mediated kidney disease (AMKD) program

• Targeting a population of 250,000 in the US with APOL1 variants, both diabetic and non-diabetic.

• Success defined as 30% reduction in proteinuria, indicating clinical significance.

• Data readout in Q1 2026 will focus on AMKD and diabetic AMKD, not FSGS.

• Disease progression is aggressive regardless of diabetes status; 60% of target population is non-diabetic, 40% diabetic.

• Increased awareness and genotyping are aiding study enrollment, with timeline on track.

Competitive landscape and regulatory strategy

• Multiple companies are developing therapies for APOL1-mediated kidney disease; high unmet need allows for several entrants.

• Regulatory pathways and endpoints are being shaped by academic groups and ongoing studies, with clarity expected by mid-2026.

• Phase II/III design will likely include dose-ranging and dual primary endpoints, learning from competitors.