Sign in

    Mark Connolly

    Research Analyst at Credit Suisse

    Mark Connolly's questions to Solid Biosciences (SLDB) leadership

    Mark Connolly's questions to Solid Biosciences (SLDB) leadership • Q3 2020

    Question

    Mark Connolly of Credit Suisse inquired about the specifics of the manufacturing process improvements, including the previous ratio of full to empty viral capsids, and the company's confidence in scaling up the new process. He also asked for clarity on the IGNITE DMD trial's disclosure timelines, such as the number of patients to be dosed and when data from these new patients might be released.

    Answer

    CTO Joel Schneider explained that the new manufacturing process now averages 90% full capsids, a significant improvement from the previous ~50%, which reduces the total viral load for patients. He affirmed confidence in scaling the suspension-based method. Acting CMO Cathryn Clary stated that for the next two patients, 30-day data will be reviewed with the DSMB before proceeding with each subsequent patient. CEO Ilan Ganot added that while the company won't provide specific guidance on data release timelines, they are committed to sharing important updates as they become available.

    Ask Fintool Equity Research AI

    Mark Connolly's questions to Solid Biosciences (SLDB) leadership • Q3 2020

    Question

    Mark Connolly of SVB Leerink inquired about the specifics of the manufacturing process improvements, including the previous ratio of full to empty capsids and the scalability of the new process. He also asked about the clinical trial disclosure timeline for IGNITE DMD, including the number of patients to be dosed and when data from new patients might be shared.

    Answer

    Chief Technology Officer Joel Solomon Schneider explained that the new manufacturing process averages 90% full capsids, a significant improvement from the previous 50%, which reduces the total viral load for patients. He affirmed confidence in scaling the suspension-based method. Acting Chief Medical Officer Cathryn Clary stated that after dosing each of the next two patients, the company will review 30 days of data with the DSMB before proceeding. CEO Ilan Ganot added that while the company will not guide on specific disclosure timing, it remains committed to transparency on important updates.

    Ask Fintool Equity Research AI