Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary - Thomson StreetEvents

Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary

Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary - Thomson StreetEvents
Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary
Published Sep 04, 2024
11 pages (6427 words) — Published Sep 04, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of RARE.OQ presentation 4-Sep-24 6:35pm GMT

  
Brief Excerpt:

...A. Since being on the public markets in the last 10 years, we've established a global commercial business in rare disease therapeutics, with estimated revenue this year of $530 million to $550 million, which we recently raised. B. Going forward, we expect to get to a run rate profitability in 2026, growing revenue from the existing base as well as what we expect to have as three BLA filings within the coming year period....

  
Report Type:

Brief

Source:
Company:
Ultragenyx Pharmaceutical Inc
Ticker
RARE.OQ
Time
6:35pm GMT
Format:
PDF Adobe Acrobat
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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: Jeff Hung - Morgan Stanley - Analyst : Great. Let's start with setrusumab. Can you just talk about what you saw on the Phase 2 portion that gives you confidence in the program?


Question: Jeff Hung - Morgan Stanley - Analyst : And you said that more detailed 14-month data will be presented at a future medical meeting. What other aspects of the data should we expect to see or look out for?


Question: Jeff Hung - Morgan Stanley - Analyst : And for the Phase 3 Orbit study, how should we be thinking about the fracture rate reduction that we've seen in the Phase 2 translating to the Phase 3 and what will be clinically meaningful?


Question: Jeff Hung - Morgan Stanley - Analyst : The setrusumab is also being explored in an open-label Phase 3 Cosmic study in pediatric patients, randomized setrusumab or bisphosphonates. Can you just remind us what the bar is in terms of an existing treatment effect achieved by bisphosphonates?


Question: Jeff Hung - Morgan Stanley - Analyst : Now there are two interim analyses plan starting by year-end or early next year. Can you just remind us of what the analysis consists of and what might be formally announced?


Question: Jeff Hung - Morgan Stanley - Analyst : Great. Let's shift to GTX-102 for Angelman Syndrome. You recently had a successful end of Phase 2 meeting. Can you provide some highlights on the data that you presented to the FDA? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 6:35PM, RARE.OQ - Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference


Question: Jeff Hung - Morgan Stanley - Analyst : On what aspects of the data do patients and caregivers find most meaningful?


Question: Jeff Hung - Morgan Stanley - Analyst : Okay. Now Ionis announced results recently from its program. How do you view that data? And are the differences between the two programs, more a function of the difference between LNA versus MOE chemistry?


Question: Jeff Hung - Morgan Stanley - Analyst : Now for the open label AURORA study, do you expect any differences in the way that GTX-102 functions in patients with other genotypes outside of deletion mutation? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 6:35PM, RARE.OQ - Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference


Question: Jeff Hung - Morgan Stanley - Analyst : Any updated thoughts on whether the loading doses will be reduced from four to 3?


Question: Jeff Hung - Morgan Stanley - Analyst : Okay. So for UX701 in Wilson disease, you plan to report data from Stage 1. What should we expect to see and how many patients will be included in that readout?


Question: Jeff Hung - Morgan Stanley - Analyst : And so what are the main considerations for dose selection? As you go higher in dose, what kinds of potential safety concerns might arise? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 6:35PM, RARE.OQ - Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference


Question: Jeff Hung - Morgan Stanley - Analyst : And what is your current thinking on the design of Stage II? I guess besides the placebo arm and the selected dose, are there other adjustments that you might make from Stage I?


Question: Jeff Hung - Morgan Stanley - Analyst : Great. Maybe a couple of questions on UX111. Can you just remind us of the data that you've seen and the correlations between CSF heparan sulfate and cognitive function? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 6:35PM, RARE.OQ - Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference


Question: Jeff Hung - Morgan Stanley - Analyst : Now on the BLA, can you just share whether you've met with the FDA yet for the pre-BLA meeting and any feedback that you received? And is there anything that outstanding that's required for the BLA filing later this year or early next year?


Question: Jeff Hung - Morgan Stanley - Analyst : Great. Maybe some questions on some of your other programs. I guess for DTX401, you've had positive top line results. What should we expect to see -- like following the positive topline results, what should we expect to see in the full 48-week data that was not revealed? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 04, 2024 / 6:35PM, RARE.OQ - Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference


Question: Jeff Hung - Morgan Stanley - Analyst : Great. So for Crysvita, can you just talk about the progress in Latin America? And how should we think about the geography over the next couple of years?


Question: Jeff Hung - Morgan Stanley - Analyst : Great. Maybe one last question. What excites you most about the other early-stage pipeline programs?


Question: Jeff Hung - Morgan Stanley - Analyst : Great. Thank you so much for your time, Emil.

Table Of Contents

Ultragenyx Pharmaceutical Inc Q3 2024 Earnings Call Summary – 2024-11-05 – US$ 54.00 – Edited Brief of RARE.OQ earnings conference call or presentation 5-Nov-24 10:00pm GMT

Ultragenyx Pharmaceutical Inc Q3 2024 Earnings Call Transcript – 2024-11-05 – US$ 54.00 – Edited Transcript of RARE.OQ earnings conference call or presentation 5-Nov-24 10:00pm GMT

Ultragenyx Pharmaceutical Inc at Bank of America Global Healthcare Conference Transcript – 2024-09-18 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 18-Sep-24 2:05pm GMT

Ultragenyx Pharmaceutical Inc at Cantor Global Healthcare Conference Transcript – 2024-09-17 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 17-Sep-24 5:20pm GMT

Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Transcript – 2024-09-04 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 4-Sep-24 6:35pm GMT

Ultragenyx Pharmaceutical Inc Annual Shareholders Meeting Summary – 2024-06-18 – US$ 54.00 – Edited Brief of RARE.OQ shareholder or annual meeting 18-Jun-24 4:30pm GMT

Ultragenyx Pharmaceutical Inc Annual Shareholders Meeting Transcript – 2024-06-18 – US$ 54.00 – Edited Transcript of RARE.OQ shareholder or annual meeting 18-Jun-24 4:30pm GMT

Ultragenyx Pharmaceutical Inc at Goldman Sachs Global Healthcare Conference Transcript – 2024-06-11 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 11-Jun-24 2:00pm GMT

Ultragenyx Pharmaceutical Inc at TD Cowen Health Care Conference Transcript – 2024-03-04 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 4-Mar-24 2:10pm GMT

Ultragenyx Pharmaceutical Inc at Jefferies London Healthcare Conference Transcript – 2023-11-14 – US$ 54.00 – Edited Transcript of RARE.OQ presentation 14-Nov-23 12:30pm GMT

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Thomson StreetEvents. "Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary" Sep 04, 2024. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Ultragenyx-Pharmaceutical-Inc-at-Morgan-Stanley-Global-Healthcare-Conference-B16112567>
  
APA:
Thomson StreetEvents. (2024). Ultragenyx Pharmaceutical Inc at Morgan Stanley Global Healthcare Conference Summary Sep 04, 2024. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Ultragenyx-Pharmaceutical-Inc-at-Morgan-Stanley-Global-Healthcare-Conference-B16112567>
  
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