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?
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?
Thank you.
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.
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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
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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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