4D Molecular Therapeutics, Inc. (FDMT) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

4D Molecular Therapeutics, Inc. ( FDMT ) Morgan Stanley 24th Annual Global Healthcare Conference September 14, 2026 5:35 PM EDT Company Participants David Kirn - Co-Founder, President, CEO & Director Christopher Simms - Chief Commercial & Business Officer Presentation Operator Thank you. All right, good afternoon, everybody. Welcome to this final session of day one of the Morgan Stanley Global Healthcare Conference. We're very excited to have the team from 4DMT here. Let me just start with a quick disclosure statement. For important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com/research disclosures.

So with that, we have David Kirn and Chris Simms with us. It's been an exciting time for 4DMT with pivotal wet AMD data less than a year away now. Before we dive in, maybe give the audience a quick intro to the company and your gene therapy platform for those who may be less familiar. David Kirn Co-Founder, President, CEO & Director Sure. So Dave Kirn, founder and CEO. It's good to see you. Thanks for having us. Yeah, we're bringing next-generation gene therapy to large markets. We think that makes us pioneers in the gene therapy space, and we can do that because we've used directed evolution to invent highly optimized vectors, which allow us to overcome the hurdles with traditional gene therapy, and that is bring down the doses, lower cost of goods, better safety profile, better efficacy profile. So our lead product, 4D-150, is for neovascular diseases of the retina, starting with wet AMD and moving on to diabetic macular edema, and ultimately to diabetic retinopathy. And then we have a pipeline of products behind that in both retina and lung.

Question-and-Answer Session Operator Okay, great. So we will probably spend most of the time on 4D-150, just given the stage of development and the potential