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: Gil Blum - Needham & Company - Analyst
: Thank you, Bo. And take some Q&A from the audience, but maybe a good place to start. So some investors consider the DMD gene therapy race
as a primarily a competition between Sarepta and Pfizer and do not expect much room to be left for second-generation drugs. How do you address
such concerns?
Question: Gil Blum - Needham & Company - Analyst
: We've also heard some investors push back against the microdystrophin paradigm, and this is specifically due to the noise seen in the 102 study
for Sarepta. How do you allay those particular concerns? I mean, the way that we've heard it, exon is in those -- exon-skipping drug work because
that's endogenous dystrophin. But when you put out an external copy, you don't know what it does.
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APRIL 20, 2023 / 12:00PM, SLDB.OQ - Solid Biosciences Inc at Needham Healthcare Conference (Virtual)
Question: Gil Blum - Needham & Company - Analyst
: Okay. In our view, the main differentiator in the space has been finding the right therapeutic window with your vector. I'm still seeing that even at
the vector you're looking now, we're talking doses of up to 1E to the 14th. So we're really -- doing the right immune management is going to be
critical in any clinical study. I'd love to hear your thoughts on this.
Question: Gil Blum - Needham & Company - Analyst
: So what are your views regarding the in-housing of manufacturing? Do you think it's worth the upfront investment that that would require? Or
you think CRO manufacturing can be also extended to later stages of development? What is the strategy that Solid has considered?
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APRIL 20, 2023 / 12:00PM, SLDB.OQ - Solid Biosciences Inc at Needham Healthcare Conference (Virtual)
Question: Gil Blum - Needham & Company - Analyst
: I also want to give a little time to your other programs and are not forgotten here. For ABV-202, so we're discussing dual administration. Wasn't
there potential that the spillover from an IT administration would be sufficient?
Question: Gil Blum - Needham & Company - Analyst
: So maybe our last one on your cardiac indications. So what are your views on potential partnerships, given the larger size of the populations here?
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APRIL 20, 2023 / 12:00PM, SLDB.OQ - Solid Biosciences Inc at Needham Healthcare Conference (Virtual)
Question: Gil Blum - Needham & Company - Analyst
: All right. I think we're getting up on time. So Bo, thank you for joining us this morning.
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