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: Peter Lawson - Barclays Bank PLC - Analyst
: And first question, as always, we're kind of thinking about what's coming up. And I'm sure I have to provide some context around the question,
but just as we think about the approval for KMT2A, kind of what's the time line there? And then in particular, that NPM1 and how important, how
much delay is there between KMT2A and NPM1 and AML. Sorry, big question.
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. Thank you. And then as we think about that launch, kind of what should we model it against? What are those initial dynamics look like?
And what are the best drugs to compare it to?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. So should we look at like the FLT3s, IDH1s as kind of a floor for revenue as opposed to like that's not the curve we look at, but that's almost
like the worst case scenario.
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Just as we think about that gap between KMT2A and NPM1, would you look for NCCN guidelines in NPM1 to start getting used?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Okay. And then as we think about this like first quarters of launch, are there any kind of puts and takes that we should be thinking about patients
that are essentially waiting for therapy or patients that it would be on an existing trial that whether you just can't put one therapy immediately?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. Thank you. The NPM1, you kind of talked about it, it was in maybe a third line option. And that's, you're kind of viewing that because
there's other options that they can have, but what moves it earlier line into secondly, is there an option there?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. I'd love to jump to the CRC update, just because label expansions are always kind of exciting. I know there is plenty runway in the AML
and ALL side of things, but what should we expect to see in 2Q for the CRC patients?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. And then safety, what's the bar there? What do you want to see and maybe durability?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Is there anything special about your menin inhibitor to like preclude others from entering CRC? Or will kind of good results drive imitators?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. Thank you. And we kind of touched upon this is thinking about moving the drug at earlier lines, but the combination data has been really
interesting. Kind of what should we expect to see in the second half for your updates around, let me get this right, to what BEAT and also the SAVE?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. And the BEAT trial, just for like a seven plus three, sorry, venaza combination. I would imagine that's enrolling very well.
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Yes. So it could be kind of a meaningful update in the second half of the (inaudible)
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. And so just really kind of dispose many of the problems of like is there any issues with QT prolongation, et cetera, but it's any combination
issues that?
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Got you. Thank you. And then maybe in the final minute, just kind of what we should expect to see in that BEAT data set? What is there a particular
things we should be thinking about durability or safety or?
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MARCH 12, 2024 / 12:30PM, SNDX.OQ - Syndax Pharmaceuticals Inc at Barclays Global Healthcare Conference
Question: Peter Lawson - Barclays Bank PLC - Analyst
: Perfect. Thank you so much. It's been a pleasure speaking. We haven't touched upon the GVHD, but hopefully, that gets flushed out in your meetings
today.
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