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: Joe Catanzaro - Piper Sandler - Analyst
: Hey, guys.
Appreciate you taking the time and my questions here and the update, I guess I'll stick to one question. So just wondering if you could just speak
to the potential read-through on the reductions in NT Pro BNP you're seeing here with oh five, oh two, oh one to our baseline levels you're seeing
in MDS compared to PH&N. How does the potency and affinity to active and a compare between oh five, oh two and oh one two?
Question: Thomas Smith - Leerink Partners - Analyst
: Hey, guys, good morning.
Thanks. For taking the questions and congrats on the updates to Sharon, on the of our MDS program, I know you're going to take these Phase 2
data, the regulators and have those discussions. But I was just wondering if you could provide an update on your current thinking with respect to
the Phase 3 trial design and then more specifically the durability response and the improvement in the asset fatigue scores look pretty striking. So
wonder if you could just comment specifically on and how you're thinking about incorporating those findings into that pivotal design to capture
some of that differentiation, Thanks.
Question: Thiago Fauth - Wells Fargo - Analyst
: Thank you so much. For taking the call and congrats on the updates. I just wanted to dig into the non-RSA stations and the data occurred again,
once you kind of skewed some of those patients the data looks looks a little bit better and it sounded like some of them were too far gone perhaps
to see a clinical benefit. Can you share a little bit more detail on those patients? And do you think that the bulk cutoff is the best way to address
that? Thank you.
Question: Tyler Van Buren - TD Cowen - Analyst
: Hi, thanks.
Good morning.
So I know Mentalist is the best comp, but can you the durability, data and context relative to list luspatercept and in which populations do you
think your data compares most favorably? Thanks
Question: Kripa Devarakonda - Truist Securities - Analyst
: Hey, guys. Thank you so much for taking my question and congrats on all the progress. I have a question versus around the equal experienced
versus naive in your in your trial about a fifth of patients in prior years exposed and you're talking about going into second line, which are probably
going to be all ESA experience and what gives you the confidence that prior years' experience is comparable to patients who have high baseline
EPO levels and are transfusion dependent, basically the 20% versus the 80% of patients in your current trial.
Question: Greg Harrison - Bank of America - Analyst
: Hey, good morning. Congrats on the data and thanks for taking the question on the myelofibrosis update, given the monotherapy response that
you observed where would you see care or Sipho fitting in within the treatment paradigm?
Question: Julian Harrison - BTIG - Analyst
: Hi, good morning. Congrats on the update and for taking my questions on the plasticity results, but very encouraging. So I guess I'm curious if
there's a good mechanistic explanation for why you're seeing benefits here whilst the TVs are getting versus that for Patterson? And then again,
great to see lack of progression to AML on what that in mind. I'm wondering if you note that there's a point maybe sometime next year beyond in
the ongoing Phase 2 and the US trial, Gautam, you consider that a signal beyond noise.
Question: Eun Yang - Jefferies - Analyst
: Hi, and thank you for taking our question on. So what are you hearing from physicians regarding the areas where they would like to see on the
most improved, I guess assume those improvements from luspatercept on with the next product and on based on cures, is emerging data of where
do you think there are five zero is most differentiated from Brazil? And how would you say Phase 3 to highlight the differentiation? Thank you.
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