Home › Companies › MAZE

Maze Therapeutics

MAZE Rare disease Lead: Phase 2 1 Biotech Distilled article ↓ 15 filings & releases ↓ Cash $203M (Jun 30, 2026) ↓ 1 verdict ↓ 2 timing quotes ↓

Market cap $1.90B 55.5M shares (10-Q, Aug 5, 2026) × $34.19 close Nov 6, 2026

Most recent annual filing: 2026-03-25

Catalyst timeline

8 trackedQuarter catalyst calendar →

Repinatrabit Otsuka Ph3 readoutLate 2026Repinatrabit Otsuka Ph3 readout, Late 2026, notable
MAZE corporate updateNov 2026MAZE corporate update, Nov 2026, routine
MZE829 readout1H 2027MZE829 readout, 1H 2027, major
Inaxaplin Vertex interimEarly 2027Inaxaplin Vertex interim, Early 2027, major
MZE782 Ph2 topline2027MZE782 Ph2 topline, 2027, material
MZE829 pivotal start1H 2027MZE829 pivotal start, 1H 2027, notable
MZE782 Ph2 start1H 2027MZE782 Ph2 start, 1H 2027, routine
AZD2373 AstraZeneca Ph2b readoutOct 2027AZD2373 AstraZeneca Ph2b readout, Oct 2027, material

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (4 active programs)

Technology platforms

Compass

Proprietary human genetics-based drug discovery platform for variant identification and functionalization; used to identify and prioritize novel targets in kidney and metabolic diseases, as well as neurology, ophthalmology, and rare diseases; supports end-to-end drug discovery and clinical trial design.

Capital (as filed)

Cash: $203M cash and cash equivalents · Jun 30, 2026 (10-Q)
Short-term investments: $208M Jun 30, 2026
Long-term investments: $83.8M Jun 30, 2026
Operating cash flow: −$15.1M quarter Mar 31, 2026 → Jun 30, 2026, year-to-date difference (10-Q)
As stated in coverage: $495M cash, runway into 2029 per the deep dive of Nov 2, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (1)

2026-11-03 Maze Therapeutics (MAZE) - Scientific Deep Dive for MZE829, MZE782 and Pipeline Products 🔒 Paid

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (1 call)

Every verdict Biotech Distilled has published on Maze Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

2026-11-03 Watch Maze Therapeutics (MAZE) - Scientific Deep Dive for MZE829, MZE782 and Pipeline Products MZE829 is a well-funded but credible #2 APOL1 inhibitor with a real FSGS signal but insufficient non-FSGS data to justify a position at ~$1.47B EV, with Vertex holding a 2-3 year lead and its own data in Maze's differentiation populations.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (2 quotes from 2 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

2026-08-11 10-Q in filings ↓
- “In addition, we plan to initiate a pivotal trial of MZE829 in the first half of 2027, subject to regulatory feedback.”
  matched to MZE829 · readout other · read as first half of 2027
2026-08-11 8-K in filings ↓
- “Based on the topline results from HORIZON, Maze plans to initiate a pivotal trial in the first half of 2027, subject to regulatory feedback.”
  matched to MZE829 · readout other · read as first half of 2027

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (15)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from Nov 3, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

Nov 3, 2026ReleaseMaze Therapeutics to Participate in Upcoming Investor Conferences
Oct 16, 20268-KCurrent report: material agreement, unregistered sale of equity
Aug 17, 20268-KCurrent report: officer / director change, Reg FD disclosure · EX-99.1
Aug 11, 20268-KCurrent report: results of operations · EX-99.1
Aug 11, 202610-QQuarterly report
Jun 10, 20268-KCurrent report: shareholder vote
May 22, 20268-KCurrent report: officer / director change
May 12, 20268-KCurrent report: results of operations · EX-99.1
May 12, 202610-QQuarterly report
Apr 28, 2026DEFA14AProxy soliciting material
Apr 28, 2026DEF 14AProxy statement
Apr 22, 20268-KCurrent report: other events · EX-99.1
Apr 22, 2026424B5Prospectus supplement (offering)
Mar 25, 20268-KCurrent report: results of operations, officer / director change, Reg FD disclosure · EX-99.1
Mar 25, 202610-KAnnual report

7 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)

Aug 14, 2026SCHEDULE 13G/A13G amendment
Jul 29, 2026SCHEDULE 13GPassive >5% holder (13G)
May 15, 2026SCHEDULE 13G/A13G amendment
May 13, 2026EFFECTRegistration effective
May 12, 2026POS AMPost-effective amendment
Apr 28, 2026ARSAnnual report to shareholders
Apr 1, 2026SCHEDULE 13GPassive >5% holder (13G)