4D Molecular Therapeutics, Inc. (FDMT) Presents at Jefferies Global Healthcare Conference 2026 Transcript

Faisal Khurshid
Jefferies LLC, Research Division

All right. Good afternoon, everyone. Thank you to those of you in the room and those dialed in on the webcast. My name is Faisal Khurshid. I’m one of the Senior Biotech Analysts here at Jefferies. Really pleased to have with us the management team of 4D Molecular Therapeutics. 4D is a super interesting company working on gene therapies for the masses with a lead-program and approach in wet AMD. So we have with us today David Kirn, CEO; Kristian Humer, CFO; and Chris Simms, Chief Commercial and Chief Business Officer. So with that, David, could I ask you to please start by introducing the company?

David Kirn
Co-Founder, President, CEO & Director

Yes. Thanks for having us. It’s a pleasure to be here. I think we’re going without slides today. Is that correct?

David Kirn
Co-Founder, President, CEO & Director

Great. So, we’re a next-generation AAV gene therapy company with a lead product, 4D-150 for wet AMD and diabetic eye disease. Our underlying technology is directed evolution, which is a Nobel Prize-winning technology that allows us to invent best-in-class vectors that have the features that we want for large-market products like 4D-150. So, it’s been a powerful platform for us. It’s allowed us to invent and develop 4D-150, which expresses the industry-leading anti-VEGF aflibercept, but does it in a continuous fashion, 24 hours a day, 7 days a week. It right in the back of the retina, right on site where it’s needed.

So we think this is fundamentally a