Viridian Therapeutics (VRDN) Corporate presentation summary

Strategic vision and pipeline expansion

• Aspires to lead in autoimmune diseases, starting with innovative therapies for thyroid eye disease (TED).

• Building a diversified TED portfolio with veligrotug (IV), elegrobart (subcutaneous), and a TSHR inhibitor in development.

• Plans to expand into broader autoimmune indications, leveraging FcRn-targeting assets VRDN-006 and VRDN-008.

• Pipeline milestones include multiple regulatory submissions and data readouts through 2026–2027.

• Secured up to $900M in capital, supporting business plans through profitability.

TED market opportunity and product positioning

• U.S. TED market estimated at ~$2B annually, with low penetration and high unmet need for new entrants.

• Veligrotug positioned as a potential IV treatment of choice, with rapid onset and robust efficacy in both active and chronic TED.

• Elegrobart could be the first subcutaneous autoinjector for TED, offering transformative at-home convenience.

• Both products aim to address significant patient and prescriber demand for new, convenient options.

Clinical trial highlights: veligrotug

• THRIVE and THRIVE-2 phase 3 trials met all primary and secondary endpoints with high statistical significance.

• Demonstrated rapid onset (as early as 3 weeks), strong proptosis and diplopia responses, and durable effects through 52 weeks.

• Well-tolerated safety profile, with low rates of hearing impairment and high treatment completion rates.

• PDUFA target date set for June 30, 2026, with launch preparations underway.