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: Joseph Hedden - Rx Securities - Analyst
: Good afternoon, and thanks for taking my questions. I have a few. Just on the R&D costs, they've jumped up a fair bit, and it seems that the production
costs are driving that. Could you give us perhaps a steer on to what you expect in the second half of the year and next year?
Question: Joseph Hedden - Rx Securities - Analyst
: Okay, sure. Thanks. And on the upfront payment from the Simcere deal, is there anything more you can say about the accounting treatment for
that? I appreciate you saying that you're going to start in Q3 2021, but what kind of a period are you going to recognize that revenue? And is there
anything more you can say on the amounts?
Question: Joseph Hedden - Rx Securities - Analyst
: Okay. And on the cancer program, on the immuno-oncology program, I appreciate that you've been trying to partner for further development for
a while. We saw another exciting deal in the space with Pfizer taking out Trillium, and that's the fourth transaction around the CD47/SIRPalpha
pathway. I'm just wondering if you could give us any kind of an update on the progress, whether discussions are still ongoing, how many potential
discussions you are having.
Question: Aliaksandr Halitsa - Hauck & AufhSuser - Analyst
: Thanks very much for taking the question. Could you briefly comment on the additional patents that you obtained for your small molecule inhibitors?
I'm just wondering whether there's anything worthy to mention, or is it just the business as usual for you?
Question: Aliaksandr Halitsa - Hauck & AufhSuser - Analyst
: Okay thank you. And then also I've noticed that you have reported higher expenses for basic research projects also in connection with cancer. Can
you maybe update us where do you stand in terms of clinical readiness of your CD47 asset, and how much more was actually done since Morphiex's
brief involvement in there?
Question: Aliaksandr Halitsa - Hauck & AufhSuser - Analyst
: Okay. Maybe in this context, again it has been mentioned already that Trillium has been acquired by Pfizer for a large amount. Can you maybe
somehow relate the landscape of the most prominent so to speak candidates with your molecule, and how do you think you're positioned currently
with regards to being able to actually pull off a partnership at the development stage you are currently in as of today?
Question: Aliaksandr Halitsa - Hauck & AufhSuser - Analyst
: Okay thank you for that. And maybe this one is a little bit more provocative question. Do you think if you -- to the extent you can comment, do you
think you would be able to sign a partnership in oncology by now had you not had this sort of impediment on the Alzheimer's side, with regards
to the fact that the IP which you use in Alzheimer's is also the one that is applicable in oncology? So what I'm basically asking, if this is sort of too
much of a hurdle so to speak or distraction for you to really pull off a partnership there?
Question: Aliaksandr Halitsa - Hauck & AufhSuser - Analyst
: Apologies, I'll just throw in another one. On Alzheimer front, I believe you've had more exposure with the US pharma specialist investment community
now. Would you be able to talk about how your novel approach and the extent of the data you've been able to generate thus far is being perceived
by the US investment public, and whether there are any major pushbacks with regards to your approach or the data that would justify substantial
valuation discount that we've seen to the companies like [Gustavo] for example who is fighting against or fighting the controversy surrounding
the quality of their preclinical data? Any comment on that?
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SEPTEMBER 21, 2021 / 1:00PM, VVY.AS - Q2 2021 Vivoryon Therapeutics NV Earnings Call
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