Maze Therapeutics (MAZE) TD Cowen 46th Annual Health Care Conference summary

Strategic vision and financial position

• Focused on leveraging human genetics for transformative therapies in kidney and metabolic diseases, with a strong emphasis on small molecule drug development.

• Maintains a robust cash runway, fully funding multiple clinical catalysts through 2028, supported by recent financings and partnerships.

• Celebrated one year as a public company, highlighting team execution and readiness for upcoming data readouts.

APOL1-mediated kidney disease (AMKD) program (MZE-829)

• Targeting a population of 250,000 in the U.S. with APOL1 variants, aiming to be first to show clinical proof of concept in broad AMKD, both with and without diabetes.

• MZE-829 blocks and disrupts APOL1 pore assembly, offering a differentiated, potentially best-in-class approach.

• Phase 1 data showed favorable safety and predictable pharmacokinetics; phase 2 HORIZON study is ongoing, with data expected by end of the current quarter.

• Efficacy measured by a 30% reduction in urinary albumin to creatinine ratio (UACR), a clinically meaningful and guideline-endorsed endpoint.

• If successful, plans to initiate a phase 2b/3 registrational study, with full funding secured for this next phase.

Clinical and regulatory landscape

• UACR is the preferred clinical endpoint, aligning with current practice and regulatory expectations; other sponsors and major trials are adopting this measure.

• No significant difference in expected efficacy between diabetic and non-diabetic AMKD populations based on genetic and clinical data.

• Favorable safety profile supported by genetic evidence and phase 1 data; no major on-target or off-target safety concerns anticipated.

• Accelerated approval may be possible if surrogate endpoints like proteinuria reduction are validated, with ongoing input from academic and regulatory groups.