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: Jessica Macomber Fye - JPMorgan Chase & Co, Research Division - Analyst
: I have several, a couple of commercial and a couple of pipeline. First, the commercial question. When you talk about playing the long game with
your SKYTROFA strategy, can you elaborate on what that means to you from a tactical standpoint?
And second one on SKYTROFA is how should we think about the net price per patient for SKYTROFA? Appreciate the commentary on the relative
list price, but will net price end up similar to or different from existing products? And then I've got a couple of pipeline follow-ups.
Question: Jessica Macomber Fye - JPMorgan Chase & Co, Research Division - Analyst
: Great. And just a couple of pipeline questions, if I could. Have you dosed patients in the ACcomplisH China study? And if not, when do you think
that will happen? Is the plan still to use 1 dose in that expansion trial? Or could it be 2 dose levels? And to clarify, will we get time lines for data
from these Phase II CNP trials at the December R&D Day?
And then switching to oncology. What type of single-agent activity do you want to see for your IL-2 beta/gamma in the I'll Believe Trial to warrant
moving forward?
Question: Michelle Lim Gilson - Canaccord Genuity Corp., Research Division - Analyst
: I guess the first one, just following up on Jess's questions on the launch. Have you guys settled on what metrics you'll provide us to kind of practice
launch? And what should we be focused on in terms of what's most important for tracking the progress here? And then in your early discussions
around the price, can you give us a sense of what the feedback from payers has been so far? And if they're recognizing the best-in-class profile in
some of the other aspects that -- or benefits that you described that justifies the premium responsible pricing? And then I have a couple on the
pipeline as well.
Question: Michelle Lim Gilson - Canaccord Genuity Corp., Research Division - Analyst
: Okay. And on the pipeline, I guess, for CNP in December, will you give us an update on what the path forward is for TransCon CNP in terms of kind
of next studies and next steps for the program? And will we get an update on kind of what you're thinking in terms of potentially a Phase III trial
end point? I know that you're running a natural history study that will inform that. And then on PTH, you mentioned -- I think that this is the first
time I heard you on this call say that it's a $5 billion opportunity. what are you looking to show in the Phase III? And maybe also from the Phase II
Question: Michelle Lim Gilson - Canaccord Genuity Corp., Research Division - Analyst
: Congrats on launching SKYTROFA.
| 
