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
: Hi there. Christopher Uhde from SEB. So, on the pipeline, Gamifant, you - I guess, can you tell us about the response rate in EMERALD? Was it
consistent with prior clinical data presented previously? And then Efanesoctocog alfa, you previously talked about the possibility of a relatively
rapid review. You've got the 180-day questions in two weeks by my calculations. So, have you any sense whether your optimism there was well
founded? And then - so for my second question, Elocta, can you quantify the order phasing impact? Thank you.
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OCTOBER 30, 2023 / 12:00PM, SOBIV.ST - Q3 2023 Swedish Orphan Biovitrum AB (publ) Earnings Call
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Yes, correct.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Okay, great. Thank you very much.
Question: Alistair David Campbell - RBC Capital Markets, Research Division - Analyst
: Just a couple of quick questions. Gamifant, obviously you've had two very strong quarters, the last couple of quarters. As we roll into Q4 and more
importantly, I guess into 2024, I mean, should I thinking that the current quarterly run rate is good base to be thinking of, or would you urge a bit
more caution than that? Obviously, you've rightly called out volatility. So, just a question on that. We're now obviously seeing Sanofi rolling out
ALTUVIIIO in the US, and so far it looks pretty strong, and overall, their hemophilia franchises growing. Obviously, you have differential royalties
on those programs. So, the franchise is growing. Is there anything specific we should think about, about the royalties you receive? I mean, obviously
you've delivered a good quarter actually in terms of royalties, but is there anything you'd call out there? Thanks.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: So, yes, just could you comment on Gamifant? You did say about the average duration of therapy being longer, but what are you seeing in familial
and rheumatologic HLH, respectively? And Orfadin has also been quite flattish lately despite generic competition obviously. Is this the kind of run
rate we should expect for the - going forward for a while at least? Thank you.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Yes, sure. Just the average duration of therapy that you're seeing in familial HLH and also rheumatologic HLH.
Question: Christopher Winston Uhde - SEB, Research Division - Analyst
: Okay. Great. Thank you.
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