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    Samuel Slutsky • LifeSci Capital

    Samuel Slutsky's questions to Immunovant Inc (IMVT) leadership

    Samuel Slutsky's questions to Immunovant Inc (IMVT) leadership • Q3 2024

    Question

    Samuel Slutsky inquired about the level of efficacy in the RA trial that would be considered clinically relevant and whether the novel trial design would impact the interpretation of results. He also asked about the baseline severity of orbitopathy in the Graves' disease data.

    Answer

    Executive Peter Salzmann and Dr. Peter Taylor addressed the RA question, stating that an ACR50 of ~25% is a competitive benchmark and that the trial's design is 'clever,' allowing for robust data collection and indirect comparisons. Regarding Graves' disease, Peter Salzmann clarified that most patients had mild orbitopathy, and the meaningful proptosis improvement seen in this group is highly encouraging for treating the condition earlier.

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    Samuel Slutsky's questions to Immunovant Inc (IMVT) leadership • Q3 2024

    Question

    Samuel Slutsky from LifeSci Capital asked what level of efficacy in the RA trial would be clinically relevant and whether the novel trial design would impact result interpretation. He also asked about the baseline severity of orbitopathy in the Graves' disease data.

    Answer

    Executive Peter Salzmann cited an ACR50 of around 25% as a competitive benchmark in biologic-failure patients. Dr. Peter Taylor added that the trial design is 'clever' and that the totality of data, not just one endpoint, will be informative. Regarding Graves' disease, Salzmann clarified that most patients had mild orbitopathy at baseline, making the observed improvements in proptosis particularly encouraging for treating the condition earlier.

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