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: Anupam Rama - J.P. Morgan - Analyst
: Thanks, Andy. I just want to remind folks that there's three ways to ask a question. You can do the old school way and raise your hand and I'll call
on you. You can submit a question in the question portal, I can read it on your behalf or I can just -- you can e-mail me, and I'll do it.
So Andy, just thinking about the most recent ASH updates that you reviewed in your presentation is both ASM and ISM. What do you think are the
kind of top two or three most misunderstood points coming out of ASH for the Street?
Question: Anupam Rama - J.P. Morgan - Analyst
: Andy, a couple of follow-ups to what you just said. In ISM specifically, along the lines of what you were saying, what percent of patients have more
moderate or severe disease versus, say, a milder form?
Question: Anupam Rama - J.P. Morgan - Analyst
: And then, Andy, just also following up on what you just said, what portion of patients are actually treated by oncologists versus allergists?
Question: Anupam Rama - J.P. Morgan - Analyst
: Questions from the audience? Maybe switching gears a little bit to GIST. Can you remind us the powering of the GIST study on PFS? And kind of
what gives you confidence in this update?
Question: Anupam Rama - J.P. Morgan - Analyst
: And you talked a little bit about the TAM and peak sales potential for all of the products. But in GIST specifically, how do you kind of get to those
numbers in terms of duration, in terms of penetration, because you're going after obviously a bigger population than some competitors?
Question: Anupam Rama - J.P. Morgan - Analyst
: Questions from the audience? Andy, we talked so much about some of the core pivotal programs that are reading out this year. But any milestones
that we should be monitoring here for the sort of earlier-stage discovery pipeline?
Question: Anupam Rama - J.P. Morgan - Analyst
: Any final questions? All right. Thanks, everyone.
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