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MeiraGTx Holdings plc (MGTX) Presents at RBC Capital Markets Virtual Ophthalmology Conference Transcript

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⚡ Quantum Brief
MeiraGTx reported Q4 2026 earnings with $75.36M revenue (252% YoY growth) and EPS of $0.19, surpassing estimates by $0.81, driven by late-stage gene therapy programs. The company has two late-stage ophthalmology programs for inherited retinal diseases, partnered with J&J and Lilly, both awaiting global regulatory filings for approval. Beyond ophthalmology, MeiraGTx is advancing two late-stage programs: a Phase II trial for radiation-induced xerostomia and a Phase III Parkinson’s study launching in 2026. CEO Alexandria Forbes highlighted the company’s broad pipeline, emphasizing inherited disease therapies while expanding into larger indications like Parkinson’s and xerostomia. The presentation at RBC’s Ophthalmology Conference underscored MeiraGTx’s shift from early-stage R&D to commercial readiness, with regulatory milestones expected soon.
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SA Transcripts159.13K FollowersFollow5ShareSaveCommentsQ4: 2026-03-26 Earnings SummaryPlay CallPlay CallEPS of $0.19 beats by $0.81 | Revenue of $75.36M (252.33% Y/Y) beats by $71.56M MeiraGTx Holdings plc (MGTX) RBC Capital Markets Virtual Ophthalmology Conference March 25, 2026 11:00 AM EDT Company Participants Alexandria Forbes - CEO, President & Director Conference Call Participants Lisa Walter - RBC Capital Markets, Research Division Presentation Lisa WalterRBC Capital Markets, Research Division Good morning, everyone. I'm Lisa Walter, biotech analyst here at RBC Capital Markets. Thanks for joining us at RBC's Ophthalmology Conference. This session, we have Alexandria Forbes, President and Chief Executive Officer of MeiraGTx. Zandy, thanks so much for joining us today. How are you doing? Alexandria ForbesCEO, President & Director Well, I'm doing very well. Thank you for inviting me to speak today. Lisa WalterRBC Capital Markets, Research Division Well, it's a pleasure to host you this morning. Zandy, maybe just to kick things off, can you give us a big picture overview of the company and give us a sense of where things stand with the ophthalmology programs at Meira? Alexandria ForbesCEO, President & Director Okay. That would be fine. We are quite a broad company in that we currently have 3 late-stage programs that have come through this company. Two are in the eye, which are both for inherited retinal diseases. And one is partnered with J&J, one is partnered with Lilly and both are awaiting filing with global regulatory agencies for approval. We also have 2 late-stage programs, which are not in ophthalmology, but large indications and not inherited disease. One is in xerostomia, 2 years after patients have been treated with radiation. So this is severe long-term xerostomia and intractable and very unpleasant condition. And the second is in Parkinson's. Both of those are in a Phase II and a Phase III study that's in Parkinson's starting this year. In addition to that, we support our programs with

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