Denali Therapeutics Inc. (DNLI) Analyst/Investor Day December 4, 2025 8:30 AM EST
Company Participants
Ryan Watts – Co-Founder, President, CEO & Director
Peter Chin – Acting Chief Medical Officer & Head of Development
Katie Peng – Chief Commercial Officer
Joe Lewcock – Chief Scientific Officer
Dana Andersen – Chief Technical and Manufacturing Officer
Alexander Schuth – Co-Founder, CFO, COO & Secretary
Carole Ho
Conference Call Participants
Joseph Muenzer
Kim Stephens
Jason Madison
Sean Laaman – Morgan Stanley, Research Division
Barbara Burton
Salveen Richter – Goldman Sachs Group, Inc., Research Division
Thomas Shrader – BTIG, LLC, Research Division
Ananda Ghosh – H.C. Wainwright & Co, LLC, Research Division
Madison Wynne El-Saadi – B. Riley Securities, Inc., Research Division
John Cox – Jefferies LLC, Research Division
Joseph Thome – TD Cowen, Research Division
Charles Moore – Robert W. Baird & Co. Incorporated, Research Division
Huidong Wang – Barclays Bank PLC, Research Division
Julian Pino – Stifel, Nicolaus & Company, Incorporated, Research Division
Cheng Li – Oppenheimer & Co. Inc., Research Division
Conversation
Ryan Watts
Co-Founder, President, CEO & Director
Our Investor Day. We’ve been excited to share an update. I think often, I’m sitting in a fireside chat with many of you. So it’s great to see your faces here. We’re going to go into some depth today about what we’re doing at Denali. And I think it’s a unique opportunity for us to really set the stage for what the future looks like for Denali, but then dive into some questions.
We also have some really important guests with us, which I’ll introduce later from the lysosomal storage disease community. So these are our forward-looking statements, and let’s dive in. Let’s start with the key messages. So our purpose at Denali is to deliver the power of biotherapeutics to the whole body, including the brain.
This is a little different than what we’ve said maybe in the last 5 or













