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: Samantha Semenkow - Citi Investment Research - Analyst
: All right. So as I mentioned, you pretty diverse panel here, both the modalities, stage of the company, and there's a little bit of overlap on some
indications, though, which we'll get into. But maybe we could just kick it off with sharing a little bit about your business model, the types of drugs
that you're developing in the neuromuscular space, and what we could look forward to in the future in terms of like some exciting catalysts
upcoming?
Rich, would you like to start?
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DECEMBER 04, 2024 / 6:00PM, SLDB.OQ - Solid Biosciences Inc at Citi Global Healthcare Conference
Question: Samantha Semenkow - Citi Investment Research - Analyst
: That's great. And you all mentioned that you have a DMD program. So maybe let's just focus a little bit there. So -- and again, all very different ways
of helping to treat these DMD children. So where do each of your drugs fit into the landscape?
I mean, I think that they can all be used. And is it -- is it an age difference? Is it we can layer all of these on, depending at the combination therapy?
Like I'd love to just hear your thoughts on maybe you guys can have a quick discussion on where each of these fit.
Question: Samantha Semenkow - Citi Investment Research - Analyst
: That's a really good segue then. I mean, can we talk a little bit about the regulatory environment for DMD specifically, but more broadly for just
across neuromuscular disorders. What are you seeing? And how do you think about those end points where it's maybe a little bit more difficult for
some of the populations, for those children?
Question: Samantha Semenkow - Citi Investment Research - Analyst
: Paul, I wanted to dive a little bit deeper into the DMD data that you presented earlier this year. One of the things you showed is that you were able
to get into the stem cells. Maybe you could just elaborate a little bit about what you've seen and why it's important to be in the stem cells? And
what is different about your product that's allowing you to achieve this?
Question: Samantha Semenkow - Citi Investment Research - Analyst
: Yes, agreed. Rich, for you, [AGAMREE] launch, it's been about two quarters and change now that we've seen.
So I mean quite strong launch. I guess, can you just talk about -- I talked to a little bit, but maybe elaborate on what is the drivers there? What are
you seeing in terms of the market dynamics on who is moving to AGAMREE and what can we look forward to as the launch continues?
Question: Samantha Semenkow - Citi Investment Research - Analyst
: Do we know when we'll see the first data from SUMMIT yet?
Question: Samantha Semenkow - Citi Investment Research - Analyst
: Got it. Okay. And then your business model, you are pretty active on the BD front. Can you just maybe just talk about what type of opportunities
are most exciting for you and maybe something a flavor of what we could look forward to?
Question: Samantha Semenkow - Citi Investment Research - Analyst
: Exciting. And then, Paul, if I could squeeze one more in for you. We're going to have updated DMD data in the first quarter, and we should hear as
you were kind of alluding to a little bit more about your next steps in Huntington's, I think, in the new year as well. Can you just give us a flavor of
what we should expect from both of those? And then I'll turn it back to you, Bo, after that.
Question: Samantha Semenkow - Citi Investment Research - Analyst
: It's a wonderful discussion.
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