MeiraGTx (MGTX) KOL event summary

Introduction and agenda

• Presented full three-year phase I data for AAV-AQP1/AAV-hAQP1 in treating persistent moderate to severe radiation-induced xerostomia (RIX) post head and neck cancer radiation, including disease overview, mechanism of action, investigator experiences, and commercial update.

• Agenda included phase I data recap, three-year durability results, commercial opportunity, clinician and payor responses, and Q&A.

• Webcast held on April 16, 2026, with commentary on clinical data and implications.

KOL background and credentials

• Dr. David Owens: Consultant Otolaryngologist, University Hospital of Wales, former President of the International Head and Neck Cancer Conference, investigator in AQUAx2 trial.

• Dr. Michael Brennan: Chair of Oral Medicine and Oral Maxillofacial Surgery, Atrium Health Carolinas Medical Center, investigator in both phase I and pivotal AQUAx2 studies.

• Presenters included Alexandria Forbes, Ph.D. (President & CEO), Zandy Forbes, PhD, and Michael Brennan, DDS, MHS.

Market insights and analysis

• Persistent RIX affects over 30% of head and neck cancer survivors, with 165,000 prevalent U.S. patients and 435,000 globally; 20,000 new U.S. cases annually.

• Market opportunity estimated at $3.8B globally and $2B in the U.S. annually, with peak net revenue projected at $3.7B globally and $2B in the U.S.

• Clinician preference for AAV-AQP1 is high (70%-80% globally), with 78% preference based on three-year data and a conservative 52% addressable rate.

• U.S. market is highly concentrated, with over 60% of patients within three hours of 15 major centers.

• AAV-hAQP1 is viewed as a simple, one-time, in-office procedure with disease-modifying potential.