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: Joshua Fleishman - Cowen and Company LLC - Analyst
: This is Joshua Fleishman on the line for Ritu. Curious, from prior data, are there any preliminary covariates that you guys have identified, which can
help predict the quantity of transgene expression needed to provide a meaningful functional benefit?
Question: Joshua Fleishman - Cowen and Company LLC - Analyst
: Yes, sorry.
Question: Joshua Fleishman - Cowen and Company LLC - Analyst
: Okay. Thank you. And then I just have one follow-up question, please. Just to confirm, using the LCMS approach over other traditional approaches,
it appears that the major benefit is just the higher sensitivity and higher specificity of the assay. But it looks like both approaches are still limited
by only measuring total protein, not protein expressed solely from 201 or 401, correct.
Question: Joshua Fleishman - Cowen and Company LLC - Analyst
: Thank you, all, very much. I appreciate it.
Question: Michael Ulz - Morgan Stanley - Analyst
: Thanks for taking the question. And thanks for all the details on your methods here. So I guess, maybe just with your more precise methods in
terms of protein expression, I guess what's the lowest level of threshold over time in the same patient where you're confident you're seeing a real
change in the expression versus just noise? It sounds like maybe very low percentage difference would be meaningful with these methods.
Question: Michael Ulz - Morgan Stanley - Analyst
: Yeah. No, that was very helpful.
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AUGUST 26, 2025 / 3:30PM, TNYA.OQ - Tenaya Therapeutics Inc Measuring Protein Expression in Cardiac
Gene Therapy Call
Question: Sami Corwin - William Blair Capital Partners - Analyst
: Thanks for the presentation and for taking my question. I have one for Dr. Previs and a couple for the company. Dr. Previs, just curious, how low
cardiomyocyte levels in a biopsy could affect the mass spectroscopy sensitivity and accuracy? And then for the company, can you validate or clarify
that mass spec was used for protein quantification in the initial TN-201 data?
And then obviously, this presentation highlighted how powerful of a tool mass spec is. But given some of your competitors who are also developing
PKP2-based gene therapies have presented protein data using other methodologies, do you plan on supplementing the use of mass spec with
other methods for measuring protein expression?
Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst
: Thanks for taking the questions. So my first question out of two is a bit layered, and I'll qualify it by saying your views as of today because it could
certainly change tomorrow. As the program moves forward, I wanted to get your sense of the role of biopsy, say, the level and frequency in
later-stage studies versus just assessing clinical parameters. And what your views might be regarding the commercial and regulatory scales for
mass spec?
Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst
: Perfect. Thank you.
Question: Joseph Pantginis - H C Wainwright & Co LLC (Pre-Merger) - Analyst
: I appreciate that. Thank you. And my second question is --
Question: Geulah Livshits - Chardan Capital Markets LLC - Analyst
: Thanks, guys, for squeezing me in and also the presentation and the added context here. Maybe just another question on normalization. Again,
you showed the nice intrapatient and a little consistency across the different samples. So when you think about the trial interpretation, I'm wondering
if the longitudinal data showing consistency over time for MYBPC3 and perhaps less so than for PKP2?
And also for the trial, could there be an impact of the immune regimen on the protein expression dynamics, for example, myosin heavy chain or
the MYBPC3 and the PKP2 that could affect the interpretation of the data?
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AUGUST 26, 2025 / 3:30PM, TNYA.OQ - Tenaya Therapeutics Inc Measuring Protein Expression in Cardiac
Gene Therapy Call
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