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Solid Biosciences Inc. (SLDB) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript

Seeking Alpha

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Solid Biosciences, led by CEO Alexander Cumbo, presented at the 2026 Guggenheim Biotech Summit, positioning itself as a precision genetic medicine company with 120 employees and a focus on gene therapies. The company’s lead pipeline includes three gene therapies: Duchenne muscular dystrophy (DMD), Friedreich’s ataxia, and catecholaminergic polymorphic ventricular tachycardia (CPVT), with additional programs targeting dilated cardiomyopathies and TNNT2 mutations. Cumbo emphasized the company’s proprietary capsid library and delivery platform, highlighting capsids, promoters, and dual plasmids as critical to improving gene therapy scalability, safety, and investability through enhanced manufacturing purity. A recent FDA alignment on a Duchenne registration study was announced, signaling regulatory progress for Solid’s lead program and potential acceleration toward clinical validation and commercialization. The presentation underscored Solid’s strategic shift under Cumbo’s leadership, prioritizing delivery innovation to overcome gene therapy’s historical barriers and expand market adoption.

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SA Transcripts158.38K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Solid Biosciences Inc. (SLDB) Guggenheim Securities Emerging Outlook: Biotech Summit 2026 February 12, 2026 10:30 AM EST Company Participants Alexander Cumbo - President, CEO & Director Conference Call Participants Debjit Chattopadhyay - Guggenheim Securities, LLC Presentation Debjit ChattopadhyayGuggenheim Securities, LLC Good morning, and thank you for joining Guggenheim's 2026 Emerging Outlook Biotech Summit. I am Debjit, one of the therapeutic analysts, and my privilege to welcome our next presenting company Solid Biosciences and joining from Solid is Bo Cumbo, President and CEO. Thank you so much for your time, Bo. Alexander CumboPresident, CEO & Director Yes. Thank you, Debjit, and thank you, Guggenheim for invitation. Debjit ChattopadhyayGuggenheim Securities, LLC So let's do a very quick introduction to Solid. Obviously, the company has changed dramatically since you've taken over? Alexander CumboPresident, CEO & Director The company, it's a great little company. We have about 120 employees. We market ourselves as a precision genetic medicine company. But primarily, we focus on gene therapies. Our first 3 drugs are one for Duchenne. We'll talk a lot about that today. Our second therapy is for Friedreich�s Ataxia and our third therapy is for CPVT, which is catecholaminergic polymorphic ventricular tachycardia. We have multiple other programs as well, our next program, dilated cardiomyopathies, TNNT2. And then we have an entire capsid library and platform that we build on delivery because to make gene therapy investable, again, really investable broadly speaking, we have to change delivery and delivery is focused on capsids, promoters, dual plasmids, manufacturing purity. So we spend time in all those areas as a company and hopefully lift everybody up. Question-and-Answer Session Debjit ChattopadhyayGuggenheim Securities, LLC Perfect. So on Monday, I believe you put out a press release aligning with the FDA on a registration study. Alexander CumboPresident, CEO & Director

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