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?
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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?
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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?
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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?
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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?
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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.
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