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: Nishant Gandhi - Citibank - Analyst
: Hey guys, this is Nishant on for Geoff. Thanks for the question and useful presentation. So, my question is on the class overall. The
PD1 x VEGF class is kind of becoming crowded in lung cancer. So beyond hitting the primary endpoints, are there any specific features
on the final, like a label like superior safety or efficacy in key subgroup, or even those inconvenience that you believe will be essential
for achieving, like dominant market share?
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Question: Steve Scala - Cowen and Company LLC - Analyst
: Thank you. I have a few questions. Do you think Phase 3, results in lung cancer will set the upper bound for efficacy for PD1 x VEGF,
the whole class across tumors? And what overall survival hazard ratio do you need to see in lung cancer to be convinced that this
class has transformative potential across tumors?
So, that's the first question. Second question is it possible that big centers will have competitive PD1 x VEGF trials, Ongoing. Some
theorize the reason Keytruda had such a successful clinical trial program is that they got the best patients at each center. If you
believe that is true, then how can Pfizer enjoy that same advantage?
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Question: Evan Seigerman - BMO Capital Markets - Analyst
: Hi guys, thank you so much for taking the question, and I will not ask a Metsera question. That's a joke, by the way.
You got it, it's been a week. It's been a week. But as I think about kind of the competitive landscape, kind of that, following off of
Steve's question, we saw some data for the competitive Summit assets, at ESMO. Maybe put into context that data and how you
think, your asset will. Be able to compete and really show that this is the PDL1 x VEGF bispecific and secondarily when you were
evaluating potential assets to in-license, what were some of the unique features of this antibody that you know drove you to ink the
deal?
Thank you so much.
Question: Jason Zhuang - Leerink Partners LLC - Analyst
: Thank you. This is Jason Zhuang for Dave. I have two questions, please. So first of all, following up on the differentiation of, '4404
could you please provide a roadmap for potential validation of the superior efficacy and specifically key readouts to watch in coming
years that, establish the differentiation versus other specifics. And second, given private licensing agreement with 3SBio, please
remind us about the economics for Pfizer and 3SBio. And Pfizer will book financials on the income statement.
Thank you.
Question: Ethan Brown - JP Morgan Chase & Co - Analyst
: Hi, this is Ethan on for Chris Schott. Thanks for taking our questions. Just maybe broadly, can you talk about how you think about
the relative opportunities with '4404 either alone or in income with chemo versus kind of the opportunities you have in combination
with your ADCs, and kind of in the context of increased competition with just the VEGF Bi --
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