Lexeo Therapeutics, Inc. (LXEO) M&A Call Transcript

Lexeo Therapeutics, Inc. ( LXEO ) M&A Call September 22, 2026 8:00 AM EDT Company Participants Ashley Kaplowitz - Head of Capital Markets R. Townsend - CEO & Director Narinder Bhalla - Chief Medical Officer Conference Call Participants Roanna Clarissa Ruiz - Leerink Partners LLC, Research Division Ayan Hussein - Cantor Fitzgerald & Co., Research Division Caroline Kimberly Pocher - JPMorgan Chase & Co, Research Division Leland Gershell - Oppenheimer & Co. Inc., Research Division Brian Skorney - Robert W. Baird & Co. Incorporated, Research Division Samuel Alexander Leach - Raymond James & Associates, Inc., Research Division Paul Matteis - Stifel, Nicolaus & Company, Incorporated, Research Division Luca Issi - RBC Capital Markets, Research Division Presentation Operator Good morning, and welcome to Lexeo Therapeutics webcast presentation. [Operator Instructions] As a reminder, this call is being recorded. I would now like to turn the conference call over to Ashley Kaplowitz, Head of Capital Markets at Lexeo Therapeutics. Ashley, please go ahead. Ashley Kaplowitz Head of Capital Markets Thank you, and good morning. Earlier today, we issued a press release announcing the signing of an agreement to acquire Mantle Therapeutics and 3 new research collaborations focused on CNS-targeted gene therapy strategies in Friedreich's ataxia or FA. A copy of the press release and slides to today's call can be found on our website at lexeotx.com. Joining us on today's call are Nolan Townsend, Chief Executive Officer; Nani Bhalla, Chief Medical Officer; and Louis Tamayo, Chief Financial Officer. Before I begin, I would like to remind you that this call will contain forward-looking statements regarding Lexeo's future expectations, plans and prospects, which constitute forward-looking statements for the purpose of the safe harbor provision under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in our filings