Nevin's questions to Xenon Pharmaceuticals Inc (XENE) leadership • Q4 2024
Question
Nevin from RBC Capital Markets, on for Brian Abrahams, asked about the market performance of competitor drug XCOPRI and how Azetukalner might fit into the treatment paradigm and compare in terms of sales potential.
Answer
CFO Sherry Aulin highlighted XCOPRI's strong sales as evidence of a significant commercial opportunity for novel agents. She positioned Azetukalner as potentially superior due to its lack of a lengthy titration, novel mechanism, and potential mood benefits. CMO Dr. Chris Kenney added that Azetukalner's seizure freedom data was achieved at a clinically relevant dose and without the severe allergic reactions associated with XCOPRI. CEO Ian Mortimer noted the overall strength of the epilepsy market supports a large opportunity.