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: Stephen Willey - Stifel - Analyst
: Yeah, good morning, thanks for taking the questions. I was just wondering if you can maybe just kind of expand a little bit around the regulatory
conversation that was had regarding taking the ANC threshold to below 1,500 to below 1,000.
Was this a discussion that was had, I guess, prior to the initiation of the trial? Is this something that FDA and I guess, EMA came back to you with?
And do you think that there's any risk around needing to potentially upsize the trial to get more of the sub 1,000 patients? And then I just have a
follow-up.
Question: Stephen Willey - Stifel - Analyst
: Okay, and then I guess with the tightening up of the eligibility criteria around baseline ANC, would you expect that to potentially slow down the
pace of enrollment a little bit? I know I think it seems like the guidance here is maybe modestly pushed out just a little bit. Does that reflect the
tightening of that ANC requirement?
Question: Stephen Willey - Stifel - Analyst
: Understood. And then maybe just a quick financial question. Can you just -- I think there were some comments made earlier in the year regarding
having to work through maybe a little bit of additional inventory at the distributor level. Can you just kind of speak to where inventory sits now?
And then maybe just anything that you can say on just kind of early discounting trends that you're seeing? Thank you.
Question: Stephen Willey - Stifel - Analyst
: And then just anything you're seeing on the discounting front? I know it's early. It's only been a few quarters, but on the gross to net side?
Question: Stephen Willey - Stifel - Analyst
: Yeah, correct.
Question: Stephen Willey - Stifel - Analyst
: Okay. Thanks for taking the questions.
Question: Ed Tenthoff - Piper Sandler - Analyst
: Great, thank you. Good morning, everyone. I guess I'll ask a couple of questions on the launch. Can you tell us, give or take, how many patients are
on drug right now? And did you have any price increase to start 2025 for XOLREMDI?
Question: Ed Tenthoff - Piper Sandler - Analyst
: Can you share how much that is or --
Question: Ed Tenthoff - Piper Sandler - Analyst
: 7%, thank you. Looking forward to more progress this year. Thanks so much.
Question: Doug MacPherson - HC Wainwright - Analyst
: Hi there, good morning. Curious about any further commentary you might have on commercialization, sort of what you've learned and experienced
in the first seven or so months since launch specifically. I know you said you're not giving exact patient numbers, but I think last time we checked,
all the patients in the US had been previously enrolled in the trial that now continue treatment.
Have you seen patients sort of come on treatment beyond those that had previously been in the trial? Have you seen a decrease in diagnosis time
and time from sort of initial seeing the doctor to getting on treatment? We'll start there with that multipart question. Thanks.
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MARCH 25, 2025 / 12:30PM, XFOR.OQ - Q4 2024 X4 Pharmaceuticals Inc Earnings Call
Question: Doug MacPherson - HC Wainwright - Analyst
: Great, thanks for that. And then looking at your commercialization agreements in the ex-US geographies, there's still some regulatory hurdles, but
regulatory milestones to hit. With your partners in the agreement, are there any sort of like clauses regarding timing or milestones for registration
in order to really engage with those commercial partners?
Question: Doug MacPherson - HC Wainwright - Analyst
: Great, thanks for that. And then if I can sneak in one last one before I move on. Your current expected patient numbers for both WHIM and CN, US,
ex-US.
Question: Doug MacPherson - HC Wainwright - Analyst
: Okay, thank you so much for taking my questions. I really appreciate it.
Question: David Bautz - Zacks Small-Cap Research - Analyst
: Hey, good morning, everybody. So with -- I'm not sure if you're doing formal sales guidance for 2025. Maybe if you could just talk a little bit about
goals -- sales goals for 2025, what a successful year is going to look like for XOLREMDI sales?
Question: David Bautz - Zacks Small-Cap Research - Analyst
: All right. Sounds good. And a quick follow-up. I understand if it's too early for this data, but is there any numbers on what percentage of the patients
who have come on drug have refilled their prescription?
Question: David Bautz - Zacks Small-Cap Research - Analyst
: Okay, great. And lastly, on the 4WARD trial, you talked just a second ago about total patient numbers and that kind of 50,000 number versus the
15,000 that you're kind of targeting with this trial. Do you see the change in your primary outcome for this trial, maybe possibly affecting the label
again if you're approved in chronic neutropenia?
Question: David Bautz - Zacks Small-Cap Research - Analyst
: Okay, great. Thanks for taking the questions.
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