Caroline

Caroline asked about Zai Lab's strategy to grow VYVGART, specifically focusing on initiatives to increase cycles per patient.

Answer

Josh Smiley, President and COO, explained that Zai Lab is focused on increasing cycles per patient to a minimum of three, aligning with national myasthenia gravis guidelines. He noted a 50% improvement in average cycles in 2025 compared to 2024. Key initiatives include leveraging national guidelines through medical and sales professionals, and implementing affordability programs like online support and targeted co-pay assistance to reduce economic burden and encourage persistence, especially for acute patients.

Caroline asked how the LRRK2 biomarker data to be presented at ADPD will support the therapeutic hypothesis in PSP, the percentage of PSP patients with elevated LRRK2, and the relevance of biomarker pathways, as well as an update on vepdegestrant partner selection.

Answer

Chief Scientific Officer Angela Cacace explained that recent publications show elevated endolysosomal pathway engagement and LRRK2 elevation uniformly in PSP, with LRRK2 elevation correlating with accelerated progression. President and CEO Randy Teel confirmed that vepdegestrant partner selection is on track for an agreement by the June 5th PDUFA date.

Caroline asked how the LRRK2 biomarker data to be presented at ADPD will support the therapeutic hypothesis in PSP, the percentage of PSP patients with elevated LRRK2, and the relevance of these biomarker pathways. She also sought an update on selecting a third party for vepdegestrant.

Answer

Randy Teel (President and CEO) and Angela Cacace (CSO) explained that PSP patients uniformly show elevated endolysosomal pathway engagement and LRRK2 elevation, with a subset experiencing accelerated progression. Angela Cacace noted that LRRK2 degradation can interfere with tau polymerization. Randy Teel confirmed that vepdegestrant partnership discussions are on track for an agreement by the June PDUFA date.