Eva Fortea

Eva Fortea asked what specific efficacy signals or results the company needs to see from the upcoming brenetafusp ovarian and lung cancer data to advance its development.

Answer

Mohammed Dar, EVP of Clinical Development and Chief Medical Officer, explained that the company has already seen activity in ovarian cancer and pivoted to earlier lines like maintenance, focusing on safety and early signals in these settings. For lung cancer, it's still signal-searching across heterogeneous subsets. The decision will be based on the totality of data, including the PRAME-HLA program.

Eva Fortea inquired about the growth pace of ARCALYST prescriptions in first recurrence versus 2+ recurrence patient populations and whether market research suggests potential changes to the 20/80 ratio.

Answer

COO Ross Moat confirmed that the percentage of ARCALYST patients in first recurrence has grown over time, now representing around 20% of all prescriptions. He views this as a positive change, indicating evolving treatment paradigms and increased physician comfort in prescribing earlier, especially for high-risk first recurrence patients, though the future evolution of the ratio remains to be seen.

Eva Fortea inquired about the growth pace of Arcalyst prescriptions in first recurrence versus 2+ recurrence patient populations and whether market research suggests changes to the current 20-80 ratio.

Answer

COO Ross Moat confirmed that the percentage of Arcalyst patients in the first recurrence group has grown to around 20%, viewing this as a positive shift in the treatment paradigm. He noted that physicians are gaining confidence to prescribe earlier, especially for high-risk first recurrence patients, and that the Arcalyst label covers recurrent pericarditis overall, regardless of flare count.