Maze Therapeutics
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Maze Therapeutics (MAZE) investor relations material

Maze Therapeutics TD Cowen 46th Annual Health Care Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen 46th Annual Health Care Conference summary4 Mar, 2026

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.

MZE-829 pore assembly disruption vs competitors
UACR reduction threshold for AMKD proof of concept
MZE-782 eGFR dip as proof of mechanism in CKD
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Q4 202531 Mar, 2026
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