ABIVAX Société Anonyme (AAVXF) Q4 2023 Earnings Call Transcript

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Key Q&A

Q:- Thomas Smith: Can you elaborate on the progress of the ongoing Phase 3 ABTECT-Program, including enrollment and patient retention?

A: - Sheldon Sloan provides details on enrollment progress across different regions and discusses strategies to manage patient retention, particularly regarding headaches.

Q:- Thomas Smith: What are the expectations for the long-term extension trial readout for obefazimod in UC expected in Q3?

A: - Sheldon Sloan discusses the positive results seen in patients well controlled with endoscopic improvement and the expectation for continued durability in the upcoming data.

Q:- Vikram Purohit: What initial data parameters and expectations are there for the ABTECT readout in 1Q '25, and how are views on efficacy evolving?

A: - Sheldon Sloan mentions ongoing discussions internally regarding data presentation, and the cautious optimism from key opinion leaders based on investigator feedback.

Q:- Vikram Purohit: How are follow-on compounds being prioritized for the pipeline, and what factors influence the decision-making process?

A: - Didier Scherrer discusses the criteria for choosing follow-on compounds based on MOA and other properties, without divulging specific details for competitive reasons.

Q:- Julian Harrison: How are plans being made to prioritize IBD versus other indications for the follow-on program to obefazimod, and what informs decisions for combination regimens?

A: - Didier Scherrer talks about the various approaches to combining compounds based on MOA, chemistry properties, and potential generic options, while Patrick Malloy discusses input from KOLs and considerations for combination therapy contemplating efficacy, safety, and payer environments.

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