4D Molecular Therapeutics, Inc. (FDMT) Presents at Jefferies London Healthcare Conference 2025 Transcript

Company Overview - 4D Molecular Therapeutics is focused on developing an adaptable genetic medicines portfolio, particularly in ophthalmology and pulmonology [1] Lead Asset - The lead asset, 4D-150, targets wet AMD and DME, with the potential to significantly reduce treatment burden for patients [2] - The market for this therapy is estimated at approximately $17 billion annually, indicating a substantial commercial opportunity [2] - 4D-150 is expected to transform the field due to its safety, clear efficacy, and seamless integration into busy retina practices, providing a competitive advantage for commercialization [2] Cost Structure - The cost of goods for 4D-150 is notably low compared to most gene therapies, allowing for greater pricing flexibility [3] Additional Product - 4D-710 is an aerosol-delivered genetic medicine for cystic fibrosis, designed to deliver a CFTR transgene throughout the airways with consistent transduction and gene expression [3] - Updates on the Phase I program for 4D-710 are anticipated in December [3]