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: Eason Lee - Needham & Co. - Analyst
: Thank you so much guys for the presentation. Maybe the first question I'll ask is kind of on you talked about the goal of having 10,000 patients on
therapy. That sounds like, I guess, how many patients are on riluzole at any point in time but at the same time, I believe in the US, it's the number
of patients with ALS is around 30,000. What's maybe the reason why there aren't more patients, more ALS patients on riluzole? Maybe can you
help me understand the disconnect there?
Question: Eason Lee - Needham & Co. - Analyst
: Great. Sounds good. So, I think you reported the first launch quarter of sales, very encouraging start. And I think you talked through some of the
metrics that you're looking for in terms of building upon this strong first quarter. Maybe go through them in a little bit more detail in terms of your
physician outreach, the payer coverage side? How you expect these things to kind of evolve and continue to build over the course of 2023?
Question: Eason Lee - Needham & Co. - Analyst
: And then as you guys think about the opportunity in Europe compared to the US, I think one difference you mentioned is the propensity to treat.
Maybe if you can highlight some of the other differences to keep in mind as investors think about what's the opportunity for RELYVRIO there?
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APRIL 18, 2023 / 4:45PM, AMLX.OQ - Amylyx Pharmaceuticals Inc at Needham Healthcare Conference (Virtual)
Question: Eason Lee - Needham & Co. - Analyst
: Got it. Understood. Maybe circling back to the PHOENIX trial. And I think -- you pointed out, I think, the obvious difference with the higher powering
of this trial versus CENTAUR. Maybe any other differences in the study design worth highlighting?
Question: Eason Lee - Needham & Co. - Analyst
: Is there kind of a stats plan looking at just that CENTAUR population in addition to the whole -- the overall population?
Question: Eason Lee - Needham & Co. - Analyst
: Got it. Okay. Cool. Let's move on to Wolfram syndrome. Maybe -- just curious there, why did you guys decide to pursue this as the next program
for AMX0035?
Question: Eason Lee - Needham & Co. - Analyst
: Great. Maybe I guess my last question to wrap up and maybe one that's a little bit bigger picture. So, I'm sure investors are focused on the RELYVRIO
launch. But what do you see as sort of your long-term vision for how you want to build Amylyx and the type of company you want this -- you want
it to become?
And then maybe also thinking about it from you looking to maybe see how far AMX0035 can be pipelined in a product type of opportunity? Are
you thinking about bringing in assets into the portfolio? Maybe just help us frame what could Amylyx look like in five years from now?
Question: Eason Lee - Needham & Co. - Analyst
: Sounds great. It sounds great. So, it looks like we're almost out of time. So, with that, I think I'll close out the session now. Thank you very much,
guys, for the presentation, the discussion, and thank you to the listeners for joining us.
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