Viridian Therapeutics (VRDN) Corporate presentation summary

Strategic vision and market opportunity

• Aims to lead in autoimmune diseases, starting with thyroid eye disease (TED), targeting unmet needs and expanding the treated patient population.

• TED market is valued at ~$2B annually, with low penetration and no subcutaneous options currently available.

• Recent global approvals and limited competition set the stage for new entrants and growth.

Product pipeline and clinical milestones

• Veligrotug (IV anti-IGF-1R) is launch-ready, granted Breakthrough Therapy Designation and Priority Review, with a PDUFA target date of June 30, 2026.

• Elegrobart (subcutaneous anti-IGF-1R) could be the first subcutaneous autoinjector for TED, with BLA submission anticipated in Q1 2027.

• Anti-TSHR candidate and FcRn-targeting portfolio are advancing, with IND submissions and clinical data expected in 2026.

Clinical trial results and efficacy

• Veligrotug demonstrated rapid, robust, and durable efficacy in both active and chronic TED, meeting all primary and secondary endpoints in THRIVE and THRIVE-2 trials.

• Elegrobart achieved high statistical significance on primary and multiple secondary endpoints in both REVEAL-1 (active TED) and REVEAL-2 (chronic TED) pivotal trials.

• Both products showed rapid onset of effect, significant proptosis and diplopia improvements, and were generally well tolerated.