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: Eric Joseph - JP Morgan - Analyst
: So yeah, for any questions that the audience has, just raise your hand, and we'll bring the mic over. But just let's just kind of pick up on the lead
5948 and CLL, particularly as it relates to your pivotal trials getting underway, both as part of a single-arm trial and with an active comparator.
Maybe just kind of orient us around sort of the gating steps to final dose selection perhaps going into both of those studies. And as it relates to
the randomized trial, what ultimately are you kind of considering as a potential comparator there?
Question: Eric Joseph - JP Morgan - Analyst
: I'm going to try to follow up on that with.
Question: Eric Joseph - JP Morgan - Analyst
: Well, I just -- I wonder whether -- just to try and narrow down some of the considerations here as a comparator regimen -- would the idea be to
just kind of wait whether to kind of have a physician's choice as a comparator regimen or do you want like a standard single comparator in a pivotal?
Question: Eric Joseph - JP Morgan - Analyst
: Yeah. And venetoclax, I guess, single agent, does that factor in at all as a consideration or is it more kind of?
Question: Eric Joseph - JP Morgan - Analyst
: Bit of a competitive dynamic between yourself and another BTK degrader. I guess as you look to launch your pivotal studies, how do physicians
view the relative clinical profiles between yours and BeOne BTK degrader? And what levels -- levers do you see to kind of keep recruitment pace
as your pivotal programs get underway?
Question: Eric Joseph - JP Morgan - Analyst
: And just outside of CLL as you kind of look to expand into immune and inflammation indications. And in some ways, one of your programs looking
at wAIHA secondary to CLL is a bit of a bridge towards doing that. I guess just stepping back, how much of your -- of the safety data generated
today in CLL is kind of leverageable to I&I indications? And even specifically within wAIHA is some amount of the existing data gathered so far
potentially derisking for the activity profile and wAIHA?
Question: Eric Joseph - JP Morgan - Analyst
: And so you're evaluating a new formulation or additional formulation of 5948. Maybe just kind of talk a little bit about sort of the pharmacological
parameters you're optimizing with that formulation. Is there -- I mean, there's probably perhaps both clinical and commercial considerations driving
that new formulation or maybe that's not the case? Perhaps you can speak to sort of the rationale to evaluate a new.
Question: Eric Joseph - JP Morgan - Analyst
: Okay. Well, one question here in the corner.
Question: Eric Joseph - JP Morgan - Analyst
: Okay. All right. We'll wrap it there for time. Thank you very much for joining the session.
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