admin4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) Morgan Stanley 23rd Annual Global Healthcare Conference September 9, 2025 1:50 PM EDT
Company Participants
David Kirn – Co-Founder, CEO & Director
Christopher Simms – Chief Commercial Officer
Conference Call Participants
Judah Frommer – Morgan Stanley, Research Division
Presentation
Judah Frommer
Equity Analyst
To this session of the Morgan Stanley Global Healthcare Conference. I’m excited to welcome the team from 4D Molecular Therapeutics. Let me just get through a quick disclosure before we get started. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Question-and-Answer Session
Judah Frommer
Morgan Stanley, Research Division
So with that, we have Dave and Chris here representing the company. Maybe we can just start out with — for those less familiar with 4D, could you provide a brief intro to the company and the gene therapy platform?
David Kirn
Co-Founder, CEO & Director
Sure, Judah. Thanks for having us. It’s great to be here. So at 4D, we’re a next-generation genetic medicines and gene therapy company. Our fundamental platform underlying our products is the use of directed evolution and Nobel Prize winning technology to invent customized vectors for any tissue we want to target, which we believe then gives us better safety, lower cost of goods and allows us to go into large markets.
So our lead product 4150 is basically a gene therapy AAV-based medicine that expresses aflibercept in a sustained fashion for, we believe, multiyear durability for wet AMD and diabetic eye disease. And we’re currently in Phase III, two Phase III trials that are enrolling very, very well. So I think there’s a huge commercial opportunity here. And then we also have a cystic fibrosis program with an inhaled agent that expresses the CFTR transgene, and we’ve
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