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    Nikola Gasic • Leerink Partners

    Nikola Gasic's questions to Cytokinetics Inc (CYTK) leadership

    Nikola Gasic's questions to Cytokinetics Inc (CYTK) leadership • Q3 2024

    Question

    Nikola Gasic from Leerink Partners asked about the expected Peak VO2 improvement for aficamten in the MAPLE-HCM study relative to SEQUOIA-HCM and the potential timeline for guideline adoption.

    Answer

    Fady Malik, EVP of R&D, reiterated that SEQUOIA showed a 1.74 mL/kg/min improvement and that metoprolol historically shows no improvement. He cautioned that the exact effect size in MAPLE is hard to predict due to study differences but emphasized the key goal is showing a meaningfully better effect than metoprolol. He added that guideline committees are aware of the fast-moving field.

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    Nikola Gasic's questions to Vir Biotechnology Inc (VIR) leadership

    Nikola Gasic's questions to Vir Biotechnology Inc (VIR) leadership • Q3 2024

    Question

    Nikola Gasic, on for Roanna Ruiz, asked if the HDV Phase III trial will include both cirrhotic and non-cirrhotic patients and if it will enrich for certain baseline characteristics. He also asked about the potential read-through from the 48-week end-of-treatment data to the functional cure data for the HBV program.

    Answer

    Dr. Mark Eisner, Chief Medical Officer, confirmed the Phase III HDV trial will include both cirrhotic and non-cirrhotic patients based on strong Phase II results, deferring comments on enrichment strategies. For HBV, he noted that while a drop-off from end-of-treatment to functional cure is expected, it's not straightforward to predict, and the complete data picture will be clearer in Q2 2025.

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