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: Ritu Baral - Cowen, Inc. - Analyst
: Hi, guys. Thanks for taking the question. Just a follow-up to [Ellie's]. Actually, I wanted to drill down on the tolerability part, a quick question. As we
look at the humanized mouse models and the pre-clinical models that you have run, are they good read throughs -- sorry, are they good models
for which to predict tolerability of compounds going forward? And have you generated any data to suggest differential tolerability?
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JUNE 29, 2023 / 3:00PM, TERN.OQ - Terns Pharmaceuticals Inc Obesity Franchise Webinar
And a quick second question was, Erin, you mentioned the combination strategy a few times. So -- so one for the 600 series. As you look at that,
what are your favorite candidates for combination? Are you thinking about the THR-Beta combination with 601 in the near term? And are you
thinking of mechanisms even beyond the GIPR and mechanisms that are in-house?
Question: Ritu Baral - Cowen, Inc. - Analyst
: Great, thanks. If I could squeeze one quick follow-up. And, Erin, as you talked about the 600 series and distinct scaffolds, do you -- what advantage
do you see in approaching the target with alternate scaffold? Is it from an efficacy perspective or again, a safety tolerability perspective? Thanks
for taking all the questions.
Question: Ritu Baral - Cowen, Inc. - Analyst
: Great, thanks.
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JUNE 29, 2023 / 3:00PM, TERN.OQ - Terns Pharmaceuticals Inc Obesity Franchise Webinar
Question: Corinne Jenkins - Goldman Sachs - Analyst
: Thank you. So maybe one for Dr. Hompesch. As you look forward several years, it does seem possible that you'll have many therapeutic tools
available for the treatment of obesity. So how do you envision making treatment decisions based on the different clinical profiles of those drugs
or baseline patient characteristics? I'm just curious how you think this could evolve with multiple agents on market?
Question: Corinne Jenkins - Goldman Sachs - Analyst
: Yeah, that does. Thank you. And then maybe for Erin, how should we understand the mechanism of action that underpin the enhanced weight
loss we see between 501 and 601, pretty really giving you don't really see any weight loss in the THR-Beta agonist, some of them?
Question: Corinne Jenkins - Goldman Sachs - Analyst
: Helpful and interesting, Erin. Thank you.
Question: Silvan Tnrkcan - JMP Securities LLC - Analyst
: Yeah, thank you for taking my question and thanks for the great presentation with the details on obesity, Just a big picture question regarding
building a portfolio of several oral pills that you can maybe mix and match together.
And how that compares to maybe I will call it, an arms race with the injectables where in our -- now we've seen with really a triple agonist that
really reduces weight, but may have some baggage on the side effect profile. How do you contrast these two? And why are you so focused on
getting this, I guess, oral portfolio? Thank you.
Question: Silvan Tnrkcan - JMP Securities LLC - Analyst
: Great, thank you. And a quick follow-up. For the TERN-601 trial that you showed a slide on today, are you going to be testing different dosing
Question: Silvan Tnrkcan - JMP Securities LLC - Analyst
: All right. Thank you so much.
Question: Avantika Joshi - Mizuho Securities - Analyst
: Hi, this is Avantika on for Graig. I just had a question about the bar that you're setting internally for yourself for TERN-601 once it enters the clinic.
Obviously, there have been a lot of data that's come out this week, that has been setting a much higher bar, especially with [predatory type] hitting
the 24%. Is your internal bar that you're setting closer to the data that's been seen by oral GLP- 1s? Or are you setting it closer to some of the
injectables?
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JUNE 29, 2023 / 3:00PM, TERN.OQ - Terns Pharmaceuticals Inc Obesity Franchise Webinar
Question: Avantika Joshi - Mizuho Securities - Analyst
: Okay. Thank you.
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