Alnylam Pharmaceuticals Inc at Morgan Stanley Global Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Michael Ulz - Morgan Stanley - Analyst : <_ALACRA_META_ABSTRACT>With that, Yvonne and Tolga, thanks for spending time with us today. We know you've been very busy. So we really appreciate it. And obviously, the question on people's minds is just key takeaways from the ESC meeting over the weekend, and then maybe we can start there.

Question: Michael Ulz - Morgan Stanley - Analyst : Makes sense. Very promising data. Maybe just talk a little bit about -- you mentioned opportunity in the frontline and the be standard of care. Is there a particular data point or that maybe resonates more with physicians that sort of tells them, okay, you should use this in frontline?

Question: Michael Ulz - Morgan Stanley - Analyst : Makes sense. I guess another thing we're all trying to figure out is sort of the differentiation maybe versus an existing competitor or a competitor that could be on the market soon. How should we think about that -- what data points should we look at?

Question: Michael Ulz - Morgan Stanley - Analyst : Makes sense. Another area of focus for investors has just been timing of the curve separation, but I think there's some sort of issues with sort of doing that comparison. Maybe you can just describe your thoughts there.

Question: Michael Ulz - Morgan Stanley - Analyst : You also highlighted the taf combination data sort of having a very relative risk reduction on mortality. But maybe you could just -- and you alluded to it in your earlier comments, but just put that in the context of how meaningful that really is.

Question: Michael Ulz - Morgan Stanley - Analyst : Can you talk about some of the feedback you've gotten at the meeting if you presented the data and kind of what's resonating with physicians? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 5:05PM, ALNY.OQ - Alnylam Pharmaceuticals Inc at Morgan Stanley Global Healthcare Conference

Question: Michael Ulz - Morgan Stanley - Analyst : I wanted to maybe follow up on one of your comments, Tolga, about just the familiarity with the program in peripheral neuropathy and now you've had some good feedback from physicians and confirmation that you work in cardiomyopathy now. Like how does that translate into the early launch potentially and maybe even if there's enough excitement already, like could it be some earlier use ahead of launch?

Question: Michael Ulz - Morgan Stanley - Analyst : Yes. Maybe just talk a little bit about the patient population. How many patients are diagnosed? What percent are on treatment, and kind of where the opportunity is?

Question: Michael Ulz - Morgan Stanley - Analyst : Maybe just on diagnosis. As you mentioned, it's been improving. Are there other things you can do to sort of accelerate that?

Question: Michael Ulz - Morgan Stanley - Analyst : Yes. Can you maybe talk about your sort of initial launch strategy and what are kind of the key points as you kind of think about that?

Question: Michael Ulz - Morgan Stanley - Analyst : Is anything notably different about cardiomyopathy versus peripheral neuropathy? In other words, as you're trying to bring in patients, are there other capabilities you need to build?

Question: Michael Ulz - Morgan Stanley - Analyst : As you scale up and prepare for the launch, I think, mid next year, first half is what you've sort of been suggesting. But just when you get to market, what are the -- who are the early adopters? Is it naive patients? Is it switches? Is it combo? And just how does that sort of evolve?

Question: Michael Ulz - Morgan Stanley - Analyst : Yes. Maybe just to follow up on the sort of combination use, and that's kind of off in the future depending on when tafamidis goes generic, but just what's the current thinking there in terms of time frame or what's the range of time frame?

Question: Michael Ulz - Morgan Stanley - Analyst : Makes sense. Another question we get sometimes is just labeling and any issues with the randomized period versus the longer period, and how does that all translate into the label? Are there any issues around that?

Question: Michael Ulz - Morgan Stanley - Analyst : Maybe another question we get sometimes is just thoughts on pricing. You mentioned obviously 10x the size. So the thought is maybe the price goes down. I don't know if you want to make any comments there? And then maybe over time, as you get a generic players, is there another opportunity to change the price? Or does that not make sense?

Question: Michael Ulz - Morgan Stanley - Analyst : Got it. Maybe in the last two minutes here, you're going to have a couple of updates coming up SA meeting. Maybe just talk a little bit about what to expect there? And then also at Investor Day, what should we expect there?

Question: Michael Ulz - Morgan Stanley - Analyst : Okay. Great. Why don't we end it there. Thanks so much, Yvonne and Tolga. I really appreciate your time today.