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 - JPMorgan - Analyst
: Hey guys. Thanks so much for taking the question and congrats on the data. Not really sure what to ask even given this mic drop. But I'll ask one
to the KOL here, which is, how do you think about incorporating this combination into your treatment paradigm given everything you know today?
And would you consider using it in maybe even more refractory patients like third or fourth line given the unmet need? And then one for the
company, you mentioned the EAP program, can you give us a sense of what demand has been like here in the early innings and where you think
that could go? Thanks so much.
Question: Anupam Rama - JPMorgan - Analyst
: Thanks so much for taking our question. Congrats again.
Question: Sam Slutsky - LifeSci Capital LLC - Analyst
: Hey. Thanks for taking the questions and congrats on the great data. Just two for me, I guess. First, any thoughts on eventually going into a front-line
study just given how strong these data are in the second line? And then on safety, obviously, adverse events like PPE, thrombocytopenia, stomatitis
look better with the combo than with sunitinib alone. How much of that do you think is associated with the DDI where you do lower sunitinib
exposure a little? And then for Dr. Somaiah, I guess, how appealing is it to lower these specific AEs with sunitinib such as PPE, thrombocytopenia,
and stomatitis?
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Question: Christopher Raymond - Raymond James - Analyst
: Hey. Thanks and congrats from us as well on this really groundbreaking data. Maybe first for Dr. Somaiah, just a question for those patients that
you have that are maybe just starting Sutent that haven't progressed yet, just with this benign and maybe even improved safety profile of this
combo, would there be a scenario where you would add bezu for those patients already initiated with Sutent monotherapy?
And then maybe for the company and for Dr. Somaiah, I'm hearing you guys talk a lot about a potential dose reduction regimen here with sunitinib.
This sounds a little bit like maybe there would be a need here to develop some kind of formal maintenance regimen. Any sort of plan there? Thank
you and congrats again.
Question: Christopher Raymond - Raymond James - Analyst
: Thank you.
Question: Clara Dong - Jefferies - Analyst
: Good morning. Thanks for taking our questions and congrats on the really remarkable data. So one for Dr. Somaiah. How do you expect the main
treatment duration of over 19 months to translate into real world practice from your perspective? Maybe where factors like dose modifications
and patient adherence also come into play. And then also a question for Andy, you referenced a $4 billion market opportunity globally for GIST.
Maybe could you walk us through the key assumptions behind that figure like patient population sizing and pricing et cetera? Thank you.
Question: Clara Dong - Jefferies - Analyst
: Thank you very much.
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