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: Ananda Kumar Ghosh - H.C. Wainwright & Co, LLC, Research Division - Analyst
: One of the questions -- I have 2 questions. The first one is based on -- looks like the absence of PHOENIX data is a kind of hindrance in terms of the
RELYVRIO's uptake with the specialists. My question is what about the nonspecialists, how much aware they are with respect to the center data?
And what's the strategy around kind of educating the nonspecialists as you think about the next quarter?
Joshua B. Cohen - Amylyx Pharmaceuticals, Inc. - Co-Founder, Co-CEO & Director
Well, yes, thank you for the question. And maybe to clarify, I mean, I think we're off to a great start with -- particularly with the specialists. I mean
a year into launch, we have roughly 25% people with ALS on RELYVRIO in those key centers. Now obviously, there's more to do. But when you think
that ALS historically focuses mostly on symptom management, and we're trying to say, no, there are meaningful interventions, I think that, that's
quite good for a year into launch. Now there's obviously more work to do. But again, that's -- we've talked about where we see those opportunities
for growth in the key centers. In terms of the non-key centers, just, I think, reminding everyone, for many of these people, they learned about ALS
last time in med school, and ALS is a diagnosis that no one wants to give because there's very little you can do for those patients. And we obviously
think that's not true. They're therapeutic and nontherapeutic interventions that are very meaningful.
But that's what it means to transform a disease landscape. Now on top of all of those things, we think that the PHOENIX trial results will be a major
milestone for the community because, again, having the first treatment with 2 positive studies in ALS is a really big deal. On top of, of course, the
CENTAUR results, which is the first time the treatment showed a benefit on both slowing disease progression as well as increasing lifespan. So
that's why we feel like we have great near-term opportunities in both the key centers as well as the broader neurology community. And then we
think PHOENIX will just further accelerate all of that.
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NOVEMBER 09, 2023 / 1:00PM, AMLX.OQ - Q3 2023 Amylyx Pharmaceuticals Inc Earnings Call
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