Maze Therapeutics (MAZE) Jefferies Global Healthcare Conference 2026 summary

Strategic overview and financial position

• Focus on small molecule drug development for renal and metabolic diseases, leveraging human genetics for precision medicine.

• Capital raised provides funding runway into 2029, supporting multiple clinical data catalysts.

• Partnership with Shionogi and strong equity position enable advancement of several pipeline programs.

• Over $0.5 billion in cash at end of Q1 supports ongoing and planned studies.

• Vision centers on developing disease-modifying therapies for underserved patient populations.

Clinical pipeline highlights

• MZE829, an APOL1 inhibitor, demonstrated efficacy in both FSGS and broader APOL1-mediated kidney disease populations.

• HORIZON phase II study targets full data readout by late 2024 or early 2025, with pivotal study planned for 2027.

• MZE782, an SLC6A19 inhibitor, showed clinical proof of concept in PKU and is advancing to phase II in 2024.

• Additional programs include a partnered asset and preclinical work in chronic kidney disease.

• Multiple data catalysts expected over the next several years across the pipeline.

Key clinical data and differentiation

• MZE829 is the first to show efficacy in APOL1 kidney disease patients with and without diabetes, and in FSGS.

• Achieved mean UACR reduction of 49% across patients, with 62% in FSGS, including those on SGLT2 inhibitors.

• MZE829 disrupts APOL1 pore assembly, offering a differentiated mechanism from other agents.

• MZE782 exceeded previous benchmarks for urinary phenylalanine excretion in healthy volunteers.

• Preclinical and phase I data support advancement of both lead programs into later-stage trials.