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: Caroline Pocher - JPMorgan - Analyst
: Hi team. This is Caroline Pocher on for Tessa Romero with JP Morgan. Thanks for taking our questions. So, first from us, when can we expect to learn
more about the clinical profile of the lead nav 1.7 candidate, including the level of receptor occupancy and potentially its signing site? And then
if I could just sneak another one in. Based on your prepared remarks, it sounds like a proof of concept study is in the cards for next year. Could you
just frame what such a study could look like for NAV, 1.7? Thank you.
Question: Andrew Tsai - Jefferies - Analyst
: Hey, good afternoon. Thanks for the updates. Thanks for taking my question. Maybe a brief question is just for the ongoing XOL studies X to two
and three. What are you assuming for the placebo rate on cesar reduction? Is it similar to what you saw in the phase two B? And how are you
controlling for placebo risk if there is one? Thanks.
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NOVEMBER 12, 2024 / 9:30PM, XENE.OQ - Q3 2024 Xenon Pharmaceuticals Inc Earnings Call
Question: Brian Abrahams - RBC Capital Markets - Analyst
: Hi there. Thanks for taking my question and congrats on the continued progress. As we head into Aes, I'm wondering if you could talk a little bit
more about what some of the highest focus elements of the 36 month data will be relative to prior cuts, your level of continued of confidence in
the continued safety profile. And then some of the key aspects that you're going to be highlighting and seeking input on there as you ramp up
your presence and engagement. Thanks.
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NOVEMBER 12, 2024 / 9:30PM, XENE.OQ - Q3 2024 Xenon Pharmaceuticals Inc Earnings Call
Question: Jason Gerberry - BofA Global Research - Analyst
: Hey, guys, thanks for taking my question. Mine just is a patent question actually. So, specifically your food effect patent. You know, my understanding
is the strength of these patents tends to be, you know, can you get some sort of incorporation in the product labeling around the food effect. Such
the generics wouldn't be able to eventually one day carve it out in their own insert. So just wanted to get your confidence when you think about
the phase three study protocol. You know, and getting that label language around a recommendation for dosing close to meal time, which I think
is sort of a key to that bioavailability argument with that patent and, and just wanted to understand kind of how you're thinking about that and
the strength of that patent. Thanks.
Question: Sarah Schram - William Blair & Company - Analyst
: Hi. Yeah, congrats on another great quarter and thanks for taking my questions. So, given what we know about other sodium channel targeting
therapeutics in the clinic to treat pain. Would you expect to pursue both acute and chronic pain indications or do you anticipate a little bit more
of a narrow focus? I know you mentioned Bunnik studies earlier, but is there kind of anything specific to NAV 1.7 that would be more well suited
to, you know, one pain setting or the other and relatedly give your expertise in ion channel chemistry. Would you ever look to develop a NAV 1.8
inhibitor or do you see that space is increasingly crowded here?
Question: Paul Choi - Goldman Sachs - Analyst
: Hi, thanks for taking our questions. Clinical trials.gov is currently showing that the XOL three study will reach primary completion just four months
after XOL two. So presumably the, the top line results should be available roughly or concurrently with your plan ND A filing for. Is that the call
following exto two? So can you maybe just update us on your latest thinking of how exto three might figure as part of your, your data strategy for
your filing will be primarily included in the ND A or is it primarily for the European filing? Just your latest thoughts there would would be great.
Thank you.
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NOVEMBER 12, 2024 / 9:30PM, XENE.OQ - Q3 2024 Xenon Pharmaceuticals Inc Earnings Call
Question: Danielle Brill - Raymond James - Analyst
: Hi guys. Thanks so much for the question. Chris, you commented during the prepared remarks that an X tool is that two calendar demonstrated
the best placebo controlled efficacy to date. If the effect size happens, diminish an X tool to relative to X tool, what impact might that have if any
on its value proposition? Thanks so much.
You want me to go in.
Question: Marc Goodman - Leerink Partners - Analyst
: Ian, can you just talk about the strategy for MD D program just in total with respect to, when are we going to get the second trial started? And the
third trial started and how you're thinking about that, how to stagger it and you know, just in the same light as the way you talk about the epilepsy
program just so we have an update. Thanks.
Question: Joseph Thome - Thome - Analyst
: Hi there. Good afternoon. And thank you for taking my question. Maybe as we think about the KV seven development candidates that you have
in the early pipeline. How are those differentiated from? Is that the calendar? Do they have different selectivity, different PK or sort of what will you
be looking for for those, those assets? And then related to an earlier question, would all of these have, I guess a new IP portfolio around it? Can
you, can you talk a little bit about that as well? Thank you.
Question: Laura Chico - Wedbush Securities Inc. - Analyst
: Hello. Thank you for taking our question. This is Dylan on for Laura Chico. We're just wondering. So how should we think about the cadence of
readouts for the ion channel portfolio? And should we be looking for data in the 2025 time frame?
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