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: Dara Azar - Stifel Nicolaus & Co Inc - Analyst
: This is Dara Azar on for Brad. Could you be able to walk through the puts and takes of data disclosure? Is HARMONi-2 is at World Lung, when is it
that title allowance or things like should we expect an abstract text before the presentation to have a lifted embargo? And if so, what data could
be included in the abstract?
Question: Dara Azar - Stifel Nicolaus & Co Inc - Analyst
: Yes, very helpful overview. If I may ask a follow-up. What is your latest view on OS maturity? If it's going to be (inaudible) for inclusion in the
presentation? If not, would there be any language in the abstract to describe the trend observed? And if there's time, I'll come back for another
follow-up.
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AUGUST 06, 2024 / 1:00PM, SMMT.OQ - Q2 2024 Summit Therapeutics Inc Earnings Call
Question: Dara Azar - Stifel Nicolaus & Co Inc - Analyst
: Yes. Makes a lot of sense. And the last two-parter, without OS, how do you think about what constitutes a good PFS result in isolation? And finally,
how should we be thinking about additional Phase 3 plans, perhaps announcement in relation to HARMONi-2 medical meeting update. That's it
from me.
Question: Yigal Nochomovitz - Citigroup - Analyst
: Yigal Nochomovitz^ Obviously, a very key one for investors, and I've received a lot of questions on is the read-through from HARMONi-2 to
HARMONi-3. So I'm curious, given the apparent strength of the PFS data in HARMONi-2, could you comment as to how you're thinking about the
addition of the chemo backbone in terms of extracting the relative benefit of ivonescimab over KEYTRUDA in squamous in HARMONi-3? And I have
a few follow-ups.
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AUGUST 06, 2024 / 1:00PM, SMMT.OQ - Q2 2024 Summit Therapeutics Inc Earnings Call
Question: Yigal Nochomovitz - Citigroup - Analyst
: I didn't ask it yet. The second one was just to confirm, so for HARMONi-2, it's TPS greater than 1%. For HARMONi-3, is it all TPS scores? And does
that make any notable difference in your mind or not really?
Question: Yigal Nochomovitz - Citigroup - Analyst
: Okay. Another key question in terms of the catalyst path for the company is potential interim readouts for HARMONi-3. And I understand they are
built into the protocol. Could you comment at all as to what might be in store as far as potential interim readouts for HARMONi-3 over the next
several quarters?
Question: Yigal Nochomovitz - Citigroup - Analyst
: Okay. And then the last question is, I think, Maky mentioned that there were some abstract titles for some of these other solid tumors in the Phase
2 triple-negative breast, colorectal, head and neck. But then you also are starting the MD Anderson partnership. So can you just kind of comment
on how those two work streams are going to intersect between your own Phase 2 work as well as what MD Anderson is doing with respect to
tumors outside of lung?
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AUGUST 06, 2024 / 1:00PM, SMMT.OQ - Q2 2024 Summit Therapeutics Inc Earnings Call
Question: Yigal Nochomovitz - Citigroup - Analyst
: No, not at this point, but that's helpful.
Question: Mitchell Kapoor - H.C. Wainwright & Co LLC - Analyst
: Congrats on the recent data. The first question I have here is just given the fact that most of the 420 HARMONi patients will be bundled from
Question: Mitchell Kapoor - H.C. Wainwright & Co LLC - Analyst
: Okay. Great. And then just broadly on the use of ivonescimab in lower PD-L1 TPS scores, thinking like closer to 1 versus the 49 range, is there a
threshold where ivonescimab becomes more clearly effective?
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