近期跟踪公司2seventybio,Abbvie,Alnylam,Amgen,ALX oncology,Argenx,Astrazeneca,Avidity,Bluebird,BMS,Biogen,Eisai,Eli Lilly,Genentech,Gilead,HCA,J&J,Legend,Medtronic,Merck, Moderna,Novartis,Pfizer,Pliant,Regeneron,Roche,Sanofi,Sarepta,VertexTranscript : Zai Lab Limited, Q3 2023 Earnings Call, Nov 08, 2023November 08, 2023 at 08:00 am ESTPresentation Operator MessageOperator (Operator)Hello, ladies and gentlemen, thank you for standing by, and welcome to Zai Lab's Third Quarter 2023 Financial Results Conference Call. [Operator Instructions] As a reminder, today's conference is being recorded.It's now my pleasure to turn the floor over to Christine Chiou, Senior Vice President of Investor Relations. Please go ahead.Presenter SpeechChristine Chiou (Executives)Thank you, operato
近期跟踪公司2seventybio,Abbvie,Alnylam,Amgen,ALX oncology,Argenx,Astrazeneca,Avidity,Bluebird,BMS,Biogen,Eisai,Eli Lilly,Genentech,Gilead,HCA,J&J,Legend,Medtronic,Merck, Moderna,Novartis,Pfizer,Pliant,Regeneron,Roche,Sanofi,Sarepta,Vertex注意CVOT这项研究男女比例严重不平衡,男性占比超过70%。但却是符合真实世界的情况。主要临床终点这个图怎么看?其实和肿瘤的KM线一样,越早separate越好。那么我们可以看到下面两条线几乎从一开始就分开了, almost separated from day one,这很少见。这很重要!这表示CV获益并不是等到体重下降至正常范围之后才发生的。也就是说,GLP-1带来的心血管获益并非只是简单地通过减肥达到的。胆固醇的数据该升的升,该降的降。回忆一下:GCG可能有反方向胆固醇副作用的问题,所以诺和才没有选择开发这个靶点:礼来诺和斗了一辈子,要在减肥这事上分道扬镳了!GLP-1真的能消炎:炎症降幅非常明显!!!接近40%!!!我们马上要写一篇关于GLP-1和炎症的文章,敬请关注。肾功能的获益同样明显,这些都是帮助CV获益的原因。颠覆认知:BMI和获益的相关性我们以前一直以为BMI越高,CV获益就会越大。实际上并不是这样的,BMI低的患者获益程度不比高BMI患者少。注意:上图高BMI的 confidence interval 很宽,这是因为特别胖的人不多。不过单纯stroke获益并不大。主要临床终点的3个构成指标:1)TTE for CV死亡:Semaglutide组图形趋势比较奇怪的那部分是因
近期跟踪公司 2seventybio,Abbvie,Alnylam,Amgen,ALX oncology,Argenx,Astrazeneca,Avidity,Bluebird,BMS,Biogen,Eisai,Eli Lilly,Genentech,Gilead,HCA,J&J,Legend,Medtronic,Merck, Moderna,Novartis,Pfizer,Pliant,Regeneron,Roche,Sanofi,Sarepta,Vertex 更多海外药企电话会纪要可上知识星球下载 Presentation Operator MessageOperator (Operator) [Interpreted] Thank you very much for participating in earnings announcement session for Q2 fiscal 2023 by Eisai Company Limited. Presentation is held in hybrid format, including in-person attendance and virtual attendance. Those of you who are attending in person, please make sure that you have the handout materials, including the slide presentation, flash report. And those of you who are participating online, please continue to watch the presentation. Let me introduce the