Maze Therapeutics (NasdaqGM:MAZE) 2025 Conference Transcript

Summary of Maze Therapeutics Conference Call Company Overview - Company: Maze Therapeutics (NasdaqGM:MAZE) - Focus: Development of small molecules targeting chronic kidney disease and metabolic diseases using a genetics approach [1] Industry Context - Chronic Kidney Disease: Affects over 800 million individuals globally and is the ninth leading cause of death [1] - APOL1-mediated Kidney Disease: At least 1 million individuals in the U.S. could benefit from targeted therapies [2] Key Programs and Developments MZE829 for APOL1-mediated Kidney Disease - Phase Two Enrollment: Ongoing with intent to present clinical proof of concept data in Q1 2026 [2][3] - Target Population: Focus on broad AMKD patients, including those with and without diabetes [2][7] - Mechanism of Action: Dual mechanism targeting the APOL1 gene, differentiating from other compounds [9][10] - Clinical Proof of Concept Goal: Aiming for a 30% reduction in UACR relative to baseline [12][26] MZE782 for Phenylketonuria (PKU) - Phase Two Initiation: Planned for 2026, targeting a broad spectrum of PKU patients [13][15] - Clinical Proof of Concept: Recent data showed a 40-fold increase in urinary Phe excretion, indicating strong pharmacodynamic response [18] SLC6A19 in Chronic Kidney Disease - Potential Impact: Identified genetic relationships that could lead to new treatment options, potentially becoming a new standard in kidney disease management [19][20] - Comparative Efficacy: Demonstrated superior efficacy in reducing proteinuria compared to SGLT2 inhibitors [21][22] Financial and Strategic Position - Capitalization: Successfully completed financing in September, positioning the company to deliver on upcoming data catalysts [27] - Vision: Aim to become a leading precision medicine company in kidney and metabolic diseases, with ongoing development of additional small molecules [28][29] Additional Insights - Demographics of APOL1 Kidney Disease: Disproportionately affects younger individuals, particularly in the Black community, with faster progression to end-stage renal disease [5][6] - Regulatory Landscape: Evolving understanding of kidney disease treatment pathways, with plans for pivotal studies based on upcoming data [5][26] - Collaboration Potential: Opportunities for partnerships to advance additional programs, as demonstrated with the Pompe program [29]