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: Eric Joseph - JPMorgan - Analyst
: Okay. Great. Well, we have some time for Q&A. And for those of you who have questions, just raise your hand, we'll bring a mic over to you. I'll get
started here though, just picking up on the CMO program with the TERN-701.
Actually, just in thinking about practice today, right, where you kind of noted a fair amount of switching from first to second-generation TKIs. What
drives the decision to switch within the existing first and second generation options? Is it one of tolerability or response? Can you just sort of speak
to that?
Question: Eric Joseph - JPMorgan - Analyst
: One of the clinical studies would say that getting to response, MMR, right, can be a function of time depending on the molecule. I guess how long
treatment is typically, followed before making -- arriving at a suboptimal response to termination.
Question: Eric Joseph - JPMorgan - Analyst
: Have a question here.
Unidentified Participant
Nordic arsine Kopenhagen -- if this is in the public domain, I apologize for a so good question. But in terms of the FX beta for me, you had positive
data as far as I remember. Can you speak a little bit about why we don't see you progressing in that direction?
Question: Eric Joseph - JPMorgan - Analyst
: Just coming back to CML. It's obviously an indication where we've seen Novartis innovate time and again, I think it was symbolic here. And they've
had a lot of success where others have not replicated to the same degree. Talk about sort of how a smaller biotech can kind of go up against the
behemoths indication. What does it take?
Question: Eric Joseph - JPMorgan - Analyst
: In terms of a sort of market positioning standpoint, notwithstanding not necessarily going to do head-to-head with the asciminib. Just the ultimate
goal is to compete largely in the frontline setting or kind of be Well, yes, I guess ultimately sort of what is a competitive profile do you think to
compete with in the frontline setting at the end of the day?
Question: Eric Joseph - JPMorgan - Analyst
: Maybe just pivoting to TERN-601 in for obesity. Just with the -- as you're conducting the 12-week study this year, where you have like a better
assessment of not only the dosing scheme, but also the tolerability profile associated with that.
I mean what -- I'm sure you get this question a lot, right, asking investors asking to try and differentiate on the tolerability side or with the signal
that would support a differentiated tolerability side. Maybe just sort of or just around a little bit in terms of the GI severity that's kind of observed
in the landscape currently and sort of what either based on patient or physician feedback, what would be viewed as a much easier manageable,
better tolerated profile.
Question: Eric Joseph - JPMorgan - Analyst
: Maybe just a last one on CML? I'm sorry if I kind of missed it in the presentation, but just in terms of what the kind of initial pivotal or
registration-intended study would be perhaps by line of treatment. I guess maybe just sort of speak to that and when you sort of can seek engagement
with regulators to solidify your initial pivotal plans?
Question: Eric Joseph - JPMorgan - Analyst
: Okay, okay. So it's basically both hands, right? -- over time. It's not and what you're kind of --
Question: Eric Joseph - JPMorgan - Analyst
: Okay. All right. Great. Well, let's leave it there for time. Thanks, everybody, for tuning into the session. And thanks, Amy and Emil for the presentation
in Q&A.
|