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: Christopher Winston Uhde - SEB, Research Division - Analyst
: And so I'll start with 2, and then get back in the queue. So I guess my question is on loncastuximab tesirine. So you're moving into oncology, which
is, of course, quite different from benign haematology. So how are you preparing the commercial organization for this? I mean, what do you see
as notable differences to your commercial approach in the existing markets? And can you tell us about any key competencies in oncology on the
team already, and perhaps sort of what are key competitive differentiating attributes of ZYNLONTA versus other CD19 targeted products in
development?
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JULY 19, 2022 / 11:00AM, SOBIV.ST - Q2 2022 Swedish Orphan Biovitrum AB (publ) Earnings Call
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Yes, I'll get back in the queue.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: So I guess the first question is, as the pricing of Elocta declines, the gross margin should, of course, be pressured to some degree. To what extent
are there offsets to that? And then while we're talking about margins, can you quantify the potential margin impact pre and post reorganization,
say, a couple of years out? I mean, is it more than a few tens of basis points?
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Okay. And then in terms of the R&D reorganization that Anders kind of summarized here this time, what could it mean in terms of, say, the average
time to market saved or the number of indications that a product in-house could be expanded toward either for existing or pipeline medicines
and also for pricing power?
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