Viridian Therapeutics, Inc. · NASDAQ:VRDN
Viridian Therapeutics — Q3 2026 Earnings Presentation
15 slides from Viridian Therapeutics's earnings presentation, Nov 4, 2026
Slide 1: Q3 2026 Earnings Call
Q3 2026 Earnings Call November 4, 2026
Slide 2: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements This presentation contains forward-looking statements. These statements may be identified by the use of words such as, but not limited to, “anticipate,” “believe,” “become,” “continue,” “could,” “design,” “estimate,” “expect,” “intend,” “may,” “mi
Slide 3: Agenda
Agenda Steve Mahoney CEO Opening Remarks President & Chief Executive Officer Tony Casciano LumvoaTM Commercial Update Chief Commercial Officer Seth Harmon Q3 2026 Financial Results Chief Financial Officer Steve Mahoney Closing Remarks President & Chief Executive Officer Steve Mahoney, President & Ch
Slide 4: CEO Opening Remarks
CEO Opening Remarks Steve Mahoney, Chief Executive Officer 4
Slide 5: Q3 2026 highlights and anticipated milestones
Q3 2026 highlights and anticipated milestones Lumvoa launch Elegrobart Pipeline progress1 Financial strength $24.7M Q1 2027 Q4 2026 $955M Net product revenue; Subcutaneous IGF-1R for TED; Half-life extended FcRn VRDN-008 Cash, cash equivalents and >100 patients on therapy BLA submission on track pha
Slide 6: Lumvoa Commercial Update
Lumvoa Commercial Update Tony Casciano, Chief Commercial Officer 6
Slide 7: Launching into a large and attractive U.S. TED market with a compelling profile
Launching into a large and attractive U.S. TED market with a compelling profile Large and attractive U.S. TED market Compelling Lumvoa profile Strong clinical data Large, established market ~$2B TED market with potential to grow 1 Robust improvements in proptosis and diplopia in both active and chro
Slide 8: Lumvoa first quarter of launch exceeded expectations
Lumvoa first quarter of launch exceeded expectations Broad engagement Significant market >100 patients on $24.7M with core prescribers and KOLs access progress therapy Q3 2026 net product revenue Permanent J-code assigned, as of September 30, 2026 effective January 1, 2027 Launch preparation and exe
Slide 9: Focus on continued execution across key launch priorities
Focus on continued execution across key launch priorities Broad and Prescribers Engage the ~2,000 core anti-IGF-1R prescribers → repeat prescribing Strong conversion of Patients Facilitate patient treatment initiation → enrollment to infusion Access Secure payor coverage → Broad payor coverage Posit
Slide 10: Q3 2026 Financial Results
Q3 2026 Financial Results Seth Harmon, Chief Financial Officer 10
Slide 11: Strong financial position
Strong financial position $24.7 $955 million million Cash, cash Q3 2026 Lumvoa net equivalents, and product revenue marketable securities Viridian expects current cash with anticipated revenues to be able to fund current business plans through profitability1 11 1. Current cash, cash equivalents, and
Slide 12: Closing Remarks
Closing Remarks Steve Mahoney, Chief Executive Officer 12
Slide 13: Pipeline snapshot and near-term milestones
Pipeline snapshot and near-term milestones Anticipated PRECLINICAL PHASE 1 PHASE 2 PHASE 3 Approved Milestones Lumvoa Approved in the US Thyroid Eye Anti-IGF-1R; Intravenous Disease BLA Elegrobart submission Anti-IGF-1R; Subcutaneous Q1 2027 Phase 1 TSHR VRDN-292 initiation in Program Anti-TSHR; Sub
Slide 14: Executing from a position of strength
Executing from a position of strength LUMVOA LAUNCH MOMENTUM ADVANCING PIPELINE STRONG FINANCIAL POSITION $24.7M Elegrobart BLA submission on track for Q1 2027 Q3 2026 net product revenue VRDN-008 (FcRn Inhibitor) Phase 1 data and FcRn portfolio $955M >100 development plans in Q4 2026 VRDN-292 (TSHR
Slide 15: Q&A
15 Q&A SK VIRIDIAN
Viridian Therapeutics — Q3 2026 Earnings Presentation on 6ix