4D Molecular Therapeutics (FDMT) Corporate presentation summary

Strategic focus and innovation

• Advancing a pipeline of next-generation, locally delivered AAV genetic medicines targeting large market diseases, with 4D-150 as the lead product for retinal vascular diseases and 4D-710 for cystic fibrosis lung disease.

• Emphasizing broad commercial adoption through simple delivery, best-in-class safety, low cost of goods, and global regulatory alignment.

• Commercial model designed for scalability, efficient infrastructure, and favorable economics for payers and clinics.

4D-150 for retinal vascular diseases

• 4D-150 aims to transform care for wet AMD and DME with a single, durable, in-office injection, reducing treatment burden by up to 87% over two years.

• Demonstrated stable visual acuity and anatomy with robust reduction in supplemental anti-VEGF injections across severe, broad, and recently diagnosed populations.

• Consistent and predictable safety profile with no serious adverse events related to 4D-150.

• Global Phase 3 trials (4FRONT-1 and 4FRONT-2) fully enrolled, targeting noninferiority to aflibercept and regulatory alignment in the US, EU, and Japan.

• Exclusive APAC commercialization partnership with Otsuka, including $85M upfront, cost sharing, and milestone payments.

4D-710 for cystic fibrosis lung disease

• 4D-710 is a durable, redosable, variant-agnostic gene therapy delivered via aerosol for CF lung disease, addressing high unmet need in patients ineligible or intolerant to CFTR modulators.

• Demonstrated dose-dependent, durable CFTR expression in airway cells, with the selected Phase 2 dose meeting target expression and safety profiles.

• Clinically meaningful improvements in lung function (ppFEV1, LCI 2.5) and quality of life (CFQ-R-R) observed through at least one year.

• Well-tolerated with only mild, transient adverse events and no pulmonary AEs after day 14.

• Phase 2 enrollment underway, with further biomarker and clinical endpoint integration to demonstrate mechanism and activity.