The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: And Yvonne, to start, it must be such an exciting time for you. Also, I just want to say how awesome it is to have another female CEO at a leading
biotech. But maybe to start, just give us a quick sense for what you've been focused on at Alnylam since you joined in 2016.
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: So I think, Alnylam has clearly been one of the big success stories in biotech. It's so different from others that we've seen in the space that have
been single product stories for a large part. As you think about like the next 10 years and your vision for the company, where do you see the biggest
growth coming from here? And where are you excited to kind of take the technology?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Got it. And to that point, I mean, biotech is so vast these days, you kind of need eyes on all sides of your head. How do you make sure that other
modalities don't overtake RNAi while you guys are focused on that? Which ones are you watching? And would you ever consider broadening the
toolbox at Alnylam beyond RNAi?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: I know this is maybe a difficult question, but as you think about the next era of Alnylam with kind of U.S. as the home, is there anything you're
thinking about doing differently versus how things have been done in the past?
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NOVEMBER 30, 2021 / 2:40PM, ALNY.OQ - Alnylam Pharmaceuticals Inc at Evercore ISI HealthCONx Virtual
Conference
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Got it. Why don't we switch to some product-specific topic now, starting with TTR. And we've obviously got the vutrisiran approval coming up next
year for the polyneuropathy population. How should we think about this launch? And is there a large group of patients that you think are waiting
for more convenient subcu option? Or do you think this is mostly going to be ONPATTRO such as -- for the time being?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Got it. The other big update in 2022 for the TTR franchise is obviously APOLLO-B data midyear. Maybe just give us a sense for what you think would
be a win in this data set? I know there's been a lot of talk about stabilization of 6-minute walk. Do you think that's kind of a reasonable expectation
for the ONPATTRO-treated patients?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: So what's your view on just how large this market could be for the silencer? In terms of just the overall population and where we are with diagnosis
right now and how high you think that, that could go over time?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Got it. You guys hosted an awesome R&D Day recently. I wish we could go through every program in that, but unfortunately, we don't have the
time. But I guess I'll ask you about hypertension. I think that's been a big focus for investors as well. We've got some Phase II data coming up next
year, how are you thinking about, a, that data set? And then also just why the hypertension market is primed for disruption and with the silencer
approach right now?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Got it. Last question for me. There's a bunch of other data coming up next year. We'll get the first look at ALN-APP in the CNS, and also some updates
for cemdisiran, for NASH and ALN-XDH, which one of these are you looking forward to the most to kind of be able to continue to expand the RNAi
footprint at Alnylam?
Question: Maneka Mirchandaney - Evercore ISI Institutional Equities, Research Division - Analyst
: Awesome. Yes, definitely looking forward to an exciting 2022. I think that's all we have time for, but I really want to thank you, Yvonne, for joining
us and looking forward to all of the data to come next year and beyond.
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