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: Cory Kasimov - Evercore ISI - Analyst
: Hey, good morning, guys. Thanks for taking the questions. I guess two for me as well. So first of all, can you speak to how B cell counts
tracked with infection rates in the study? And then secondly, just any additional detail you can provide on cumulative glucocorticoid use?
Thank you.
Question: Cory Kasimov - Evercore ISI - Analyst
: Got it. Thank you. And on the glucocorticoid use?
Question: Cory Kasimov - Evercore ISI - Analyst
: Got it. Thanks Lonnie.
Question: Yigal Nochomovitz - Citigroup - Analyst
: Hi Lonnie and team. Thank you for taking the question. So, just with regard to your KL conversations over the weekend, and I know I
recognize you just got the data, how is -- how's everyone thinking about the overall value proposition with respect to the hazard ratio, but
also the four statsig secondaries and did the KOLs just know that they were statsig or did they see the actual numbers.
I know you're not disclosing them, but did they see the numbers to help them sort of contextualize the overall value proposition with all the
information at hand? Thank you.
Question: Yigal Nochomovitz - Citigroup - Analyst
: Yeah. Just sort of any further commentary just on the overall value proposition, taking everything into account at this point. And then my
other question was, have you seen the actual Kaplan Meyer curves for the hazard ratio? And is there anything of note in there with respect
to speed or degree of separation, potentially, differences by region that that that are worth noting, or that'll come later?
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Question: Yigal Nochomovitz - Citigroup - Analyst
: Got it. Thank you.
Question: Judah Frommer - Morgan Stanley - Analyst
: Yeah. Hi guys. Thanks for taking the questions and for the update. I guess maybe just -- do you have a sense based on your preliminary
conversations with payers, how the hazard ratio balanced with the safety profile could factor into sequencing of treatment and IgG4-RD,
and then just second on the milestones with Royalty Pharma.
Can you clarify what the conversation will be about this second milestone and how this update could potentially affect subsequent IgG4
milestones? Thanks.
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