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: Ethan Brown - JPMorgan - Analyst
: Hi, this is Ethan on for Chris Schott. Thanks for taking our questions. Just as you look at lung, can you speak to how you think about
the evolving competitive landscape and maybe specifically the role that [trope 2] will play in the space, and then how you think
about how the potential success of the VEGF-PD1 bispec would impact the positioning of your integrin beta 6? And then can you
also just remind us on the timelines of the integrin beta 6? Thank you.
Question: Geoff Meacham - Citi - Analyst
: Hey guys, morning. Thanks for the question and also hosting this event. I just had a couple -- so I know it's not either or, but if you
had to prioritize R&D dollars in this area, would it be to improve the linker or payload or just to increase the number of assets in the
ADC pipeline?
And then the second question is, what's the ability to link other elements to deliver -- I've seen platforms that include nucleic acids
or molecular switches, etc. But I wasn't sure if that's a focus for Pfizer or if it's scalable. Thank you.
Question: Geoff Meacham - Citi - Analyst
: The second question is, when -- yeah, go ahead.
Question: Geoff Meacham - Citi - Analyst
: Yeah, so the question is the ability to link other elements that you can deliver besides a payload, besides the toxin, I've seen other
platforms that link antibodies, nucleic acids, molecular switches -- I wasn't sure if the next gen sort of technology for that is a focus
for Pfizer or whether it's scalable or whether that's a priority. Thank you.
Question: Geoff Meacham - Citi - Analyst
: Okay, thanks.
Question: Cerena Chen - Wells Fargo - Analyst
: Hi, this is Cerena on for Mohit. Thanks for taking our question. Wanted to ask about a potential biomarker strategy for SV. I mean, it
seems like this is something that is being considered for other ADCs, but as you mentioned, IB6 is highly expressed in non-small
cells, so I was curious if you think this is a potential strategy going forward.
Question: Cerena Chen - Wells Fargo - Analyst
: Okay, thank you.
Question: Steve Scala - TD Cowen - Analyst
: Thank you so much and, two questions. First, I'm curious how AI or machine learning is being used in the research or development
of ADCs, where has it already been used successfully and where might it be used in the future? Some of you came from other
companies. So what is Pfizer doing that is unique relative to those other companies? So that's the first question.
Second question is how do you view AstraZeneca's QCS scoring system for employment when -- in their clinical studies of ADCs?
Thank you.
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