Design Therapeutics (NasdaqGS:DSGN) FY Conference Transcript

Summary of Design Therapeutics FY Conference Call Company Overview - Company: Design Therapeutics (NasdaqGS:DSGN) - Event: FY Conference on December 03, 2025 Key Updates on Products and Programs DT-818 for DM1 - Clinical Development: DT-818 is set to enter clinical studies in the first half of 2026 for the DM1 program [3][16] - Mechanism of Action: DT-818 is a gene-targeted chimera designed to reduce the expression of mutant toxic DMPK RNA, which is the genetic cause of DM1. It targets the long CTG repeats in the mutant allele, aiming to restore cellular health [3][4] - Differentiation: Unlike other oligonucleotide-based therapies, DT-818 distributes widely to all affected tissues, including the CNS, potentially offering broader therapeutic benefits [5][6] - Efficacy in Preclinical Models: DT-818 demonstrated over 90% reduction in mutant RNA foci in preclinical models, significantly outperforming competitors that achieved only 30%-55% reduction [6][8] - Clinical Translation: There is a correlation between toxic foci reduction and clinical benefits, with existing literature supporting the link between splicing improvements and clinical outcomes [13][14] DT-216P2 for Friedreich's Ataxia (FA) - Clinical Hold Lifted: The company is off clinical hold and is conducting the RESTOR-FA study to evaluate DT-216P2's effect on increasing endogenous frataxin expression [22][23] - Study Design: The study is a multiple ascending dose study, measuring frataxin levels in whole blood and muscle tissue [30][32] - Expected Data: Results from the RESTOR-FA study are anticipated in the second half of 2026, with a focus on significant increases in frataxin levels being a potential regulatory endpoint [28][38] DT-168 for Fuchs' Dystrophy - Study Design: A biomarker phase two study is ongoing, where patients scheduled for corneal transplants will use DT-168 eye drops to assess splicing effects in corneal endothelial cells [40][41] - Innovative Approach: The study utilizes discarded corneal tissue to measure the drug's efficacy, marking a novel approach in the field [41] - Observational Study: Concurrently, an observational study is evaluating endpoints like visual quality and corneal edema to inform future clinical studies [42] Financial Position - Cash Balance: The company reported over $200 million in cash, providing a runway into 2029 [43] Conclusion - Design Therapeutics is advancing multiple innovative therapies targeting rare genetic diseases, with significant clinical studies planned for 2026. The company maintains a strong financial position to support its research and development efforts.