Immunovant Inc at JPMorgan Healthcare Conference (Virtual) Transcript

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

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Great. Perfect. So I guess just to start, I guess, on the anti-FcRn mechanism. I think you've mentioned -- am I flipped on the video or am I okay?

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Okay. Perfect. Sorry about that. All right. But on the anti-FcRn mechanism, I think you've mentioned the double-digit kind of $1 billion potential for this class. What gives you confidence in that?

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Perfect. Perfect. And I guess on your lead indication with MG, it's obviously a crowded competitive landscape. Just talk about what gives you confidence that the asset will play a role and what kind of role it will play in the market.

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Perfect. Perfect. And then on the subcu route of administration, which is obviously quite unique. I believe that argenx, I think, is developing something similar for their asset. Can you just kind of compare what you're doing versus what they're doing? Any kind of differences that you think are important?

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Perfect. Perfect. And I guess, let's switch gears to kind of the thyroid eye disease, TED, market. So I guess, Tepezza has obviously had a very successful launch in that space. Just how do you see yourself positioning in that market? Do you think that you will need, I guess, additional like superiority to Tepezza? Or do you think there's a role, even if it's like similar data, just basically, how do you see that, I guess, playing out here? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 13, 2022 / 2:45PM, IMVT.OQ - Immunovant Inc at JPMorgan Healthcare Conference (Virtual)

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : And I think the last question I kind of had, I think, if I recall correctly, there was some cholesterol signal, I think, in the Phase II study, and there was a clinical hold on all of that. I guess can you remind us do you have -- at this point in time, do you have a good understanding of like what part of the mechanism, I guess, was driving that? And how are you, I guess, mitigating that as you think about both the TED program, and also if that's potentially something that you're considering like in the MG study as well?

Question: Ekaterina V. Knyazkova - JPMorgan Chase & Co, Research Division - Analyst : Perfect. Perfect. Great. And I don't think I'm seeing any questions showing up online. So I think, Pete, if you want to have some closing remarks. Otherwise, we can wrap it up here. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 13, 2022 / 2:45PM, IMVT.OQ - Immunovant Inc at JPMorgan Healthcare Conference (Virtual)