Viridian Therapeutics (VRDN) Corporate presentation summary

TED market and Lumvoa launch

• U.S. TED market estimated at ~$2B, with low penetration of approved products; ~190K people in the U.S. have moderate-to-severe TED.

• Lumvoa was FDA-approved in June 2026, with active and chronic TED data in its label; Q3 2026 net product revenue was $24.7M, with >100 patients on therapy by September 30.

• Lumvoa offers a 12-week IV regimen; reported clinical profile includes proptosis and diplopia improvements in active and chronic TED, with proptosis reduction as early as 3 weeks.

Elegrobart in TED

• REVEAL-1 met its primary endpoint in active TED: week 24 proptosis response was 54% with Q4W and 63% with Q8W vs 18% with placebo; Q4W diplopia complete resolution was 51% vs 16%.

• REVEAL-2 met its primary endpoint in chronic TED: week 24 proptosis response was 50% with Q4W and 54% with Q8W vs 15% with placebo; Q4W diplopia response was 61% vs 38%.

• Both pivotal trials reported elegrobart was generally well tolerated through week 24; BLA submission for Q4W and Q8W regimens is anticipated in Q1 2027.

• Planned subcutaneous autoinjector dosing every 4 or 8 weeks could offer at-home administration, with a full course in as few as three doses.

VRDN-008 and autoimmune pipeline

• VRDN-008 healthy-volunteer data showed a 15–18-day half-life and 74% peak IgG reduction, sustained through 8 weeks after subcutaneous dosing; no serious AEs or dose-limiting toxicities were reported.

• A registrational MG trial is planned for mid-2027, pending regulatory feedback, with Q8W, Q4W, and placebo arms and MG-ADL as the primary endpoint.

• VRDN-008 is planned for development across multiple autoantibody-mediated diseases; VRDN-292 phase 1 initiation in Graves’ disease is anticipated in Q4 2026.