X4 Pharmaceuticals Inc (XFOR) 2023 Q1 法說會逐字稿

Greetings, and welcome to X4 Pharmaceuticals' first quarter 2023 earnings conference call. (Operator Instructions) As a reminder, the conference call is being recorded. It is now my pleasure to introduce your host, Dan Ferry from LifeSci Advisors. Please begin.

您好，歡迎來到 X4 Pharmaceuticals 2023 年第一季度收益電話會議。 （操作員說明）提醒一下，電話會議正在錄製中。現在我很高興向您介紹來自 LifeSci Advisors 的主持人 Dan Ferry。請開始。

Thank you, operator. And good morning, everyone. Presenting on today's call will be X4's President and Chief Executive Officer, Dr. Paula Ragan; and Chief Financial Officer, Adam Mostafa. Following prepared remarks, we will open the call to your questions. And we'll be joined by Interim Chief Medical Officer, Dr. Murray Stewart; Chief Commercial Officer, Mark Baldry; Chief Scientific Officer, Dr. Art Taveras; and Chief Operating Officer, Dr. Mary DiBiase.

謝謝你，運營商。大家早上好。 X4 總裁兼首席執行官 Paula Ragan 博士將出席今天的電話會議；和首席財務官 Adam Mostafa。在準備好的評論之後，我們將開始回答您的問題。臨時首席醫療官 Murray Stewart 博士也將加入我們的行列；首席商務官 Mark Baldry；首席科學官 Art Taveras 博士；和首席運營官 Mary DiBiase 博士。

As a reminder, on today's call, the company will be making forward-looking statements regarding regulatory and product development plans as well as research activities. These statements are subject to risks and uncertainties that may cause actual results to differ from those forecasted. Description of these risks can be found in X4's filings with the SEC, including the company's latest 10-K for the year 2022, and this quarter's Form 10-Q, which is expected to be filed today.

提醒一下，在今天的電話會議上，公司將就監管和產品開發計劃以及研究活動發表前瞻性陳述。這些陳述受風險和不確定因素的影響，可能導致實際結果與預測結果不同。這些風險的描述可以在 X4 提交給美國證券交易委員會的文件中找到，包括該公司最新的 2022 年 10-K 以及預計將於今天提交的本季度的 10-Q 表格。

I'd now like to turn the call over to Dr. Paula Ragan. Paula?

我現在想把電話轉給 Paula Ragan 博士。寶拉？

Thanks, Dan, and thank you, everyone, for joining us on the call this morning. We hope to make this an efficient call today and focus on what we hope will be value-building milestones throughout the rest of 2023. This is truly an exciting time at X4 as we continue to advance our lead investigational candidate, Mavorixafor, towards commercialization in the first potential chronic neutropenic disorder, WHIM syndrome.

謝謝丹，也謝謝大家今天早上加入我們的電話會議。我們希望今天能做出有效的呼籲，並專注於我們希望在 2023 年剩餘時間裡成為價值建設里程碑的事情。這對 X4 來說確實是一個激動人心的時刻，因為我們將繼續推進我們的主要研究候選人 Mavorixafor 走向商業化第一種潛在的慢性中性粒細胞減少症，WHIM 綜合徵。

As you know, in late 2022, we announced that our Phase 3 clinical trial evaluating once daily, oral Mavorixafor in people with WHIM syndrome had met its primary endpoint and first key secondary endpoints, but Mavorixafor achieving statistically significant and clinically relevant longer times above threshold levels for both absolute neutrophil and absolute lymphocyte counts versus placebo. And demonstrating good tolerability in the trial.

如您所知，在 2022 年底，我們宣布我們的 3 期臨床試驗每天一次評估 WHIM 綜合徵患者口服 Mavorixafor 已達到其主要終點和第一個關鍵次要終點，但 Mavorixafor 達到具有統計學意義和臨床相關性的更長時間超過閾值絕對中性粒細胞和絕對淋巴細胞計數與安慰劑相比的水平。並在試驗中表現出良好的耐受性。

Subsequently, we announced that our late-breaker abstract reporting additional data from the Phase 3 WHIM trial was accepted for oral presentation at this year's meeting of the Clinical Immunology Society taking place from May 18th through the 21st in St. Louis. Dr. Raffaele Badolato, who is professor of pediatrics at the University of Brescia in Italy and an investigator in the 4WHIM clinical trial will present at 11:30 AM Central Time on Sunday, May 21st. Although this session will only be accessible live to the conference attendees, we will be posting the slides on our website concurrent with the presentation.

隨後，我們宣布，在 5 月 18 日至 21 日於聖路易斯舉行的今年臨床免疫學會會議上，我們的最新摘要報告來自 3 期 WHIM 試驗的額外數據被接受進行口頭報告。 Raffaele Badolato 博士是意大利布雷西亞大學的兒科學教授，也是 4WHIM 臨床試驗的研究者，他將於 5 月 21 日星期日中部時間上午 11:30 出席。儘管只有與會者可以現場訪問此會議，但我們將在演示的同時將幻燈片發佈在我們的網站上。

Following the publication of conference abstracts by CIS on the morning of May 16th, we will be hosting an investor event later that day at 4:00 PM to present data on additional secondary endpoints from the trial, including results on infection burden among other outcome metrics. You can register for that event on our website or through the link provided in this morning's earnings press release.

在 CIS 於 5 月 16 日上午發布會議摘要後，我們將在當天晚些時候下午 4:00 舉辦一場投資者活動，展示試驗的其他次要終點數據，包括感染負擔結果以及其他結果指標.您可以在我們的網站上或通過今天上午的收益新聞稿中提供的鏈接註冊該活動。

Joining us for the event to comment on the Phase 3 results and the unmet medical needs of people with WHIM and chronic neutropenia will be a diverse panel of immunologists, hematologists, and rheumatologists, all of whom have expertise in treating immunodeficiencies and several of whom were investigators in the 4WHIM Phase 3 trial.

加入我們的活動，評論 3 期結果和 WHIM 和慢性中性粒細胞減少症患者未滿足的醫療需求將是一個由免疫學家、血液學家和風濕病學家組成的多元化小組，他們都具有治療免疫缺陷的專業知識，其中一些人是4WHIM 3 期試驗的研究人員。

During the May 16th event, we will be hearing commentary from Dr. Charlie Cunningham-Rundles, a professor and immunologist at the Icahn School of Medicine at Mount Sinai; Dr. Jean Donadieu, a pediatrician in the hemato-oncology department of Trousseau Hospital in Paris and importantly, coordinator of the French registry for chronic neutropenia; Dr. Peter Newburger, Professor of Pediatrics and Molecular Cell and Cancer Biology at UMass Chan Medical School; Dr. Akiko Shimamura, Professor of Pediatrics at Harvard Medical School and Director of the Bone Marrow Failure and Myelodysplastic Syndrome Program at Boston Children's Hospital; and Dr. Teresa Tarrant, Associate Professor and Director of the Clinical Immunology Laboratory at Duke University School of Medicine and Vice Chief of Translational Research for rheumatology and immunology.

在 5 月 16 日的活動中，我們將聽取西奈山伊坎醫學院教授兼免疫學家 Charlie Cunningham-Rundles 博士的評論； Jean Donadieu 博士，巴黎 Trousseau 醫院血液腫瘤科的兒科醫生，重要的是，他是法國慢性中性粒細胞減少症登記處的協調員；麻省大學陳醫學院兒科學和分子細胞與癌症生物學教授 Peter Newburger 博士； Akiko Shimamura博士，哈佛醫學院兒科學教授，波士頓兒童醫院骨髓衰竭和骨髓增生異常綜合徵項目主任；杜克大學醫學院副教授兼臨床免疫學實驗室主任兼風濕病學和免疫學轉化研究副主任 Teresa Tarrant 博士。

We will also be hearing unique perspective from three individuals who have been diagnosed with WHIM and have been experiencing WHIM syndrome symptom since birth. Finally, we are expecting doctors Shimamura and Tarrant to join us live for Q&A following the formal presentation.

我們還將聽到三個被診斷出患有 WHIM 並且自出生以來就一直在經歷 WHIM 綜合症症狀的人的獨特觀點。最後，我們期待 Shimamura 醫生和 Tarrant 醫生在正式報告後加入我們的現場問答環節。

During the event, we expect to be providing an update on our US regulatory activities for Mavorixafor for the treatment of WHIM syndrome as we continue to be on track to file a US new drug application, early in the second half of 2023 and prepare for a potential launch in the US in the first half of 2024.

在活動期間，我們預計將提供有關 Mavorixafor 治療 WHIM 綜合徵的美國監管活動的最新信息，因為我們將繼續按計劃在 2023 年下半年初提交美國新藥申請並準備可能於 2024 年上半年在美國推出。

Concurrent with all of this, we continue to enroll participants in our ongoing Phase 2 trial evaluating the safety and efficacy of Mavorixafor for the treatment of idiopathic, cyclic, and congenital chronic neutropenia, and we believe are on track to announce the clinical data and provide clarity on the scope and timing of the expected CN Phase 3 clinical program in the Q2/Q3 timeframe.

與此同時，我們繼續招募參與者參加我們正在進行的 2 期試驗，該試驗評估 Mavorixafor 治療特發性、週期性和先天性慢性中性粒細胞減少症的安全性和有效性，我們相信正在按計劃公佈臨床數據並提供明確第二季度/第三季度時間範圍內預期的 CN 3 期臨床計劃的範圍和時間安排。

In our release this morning, we also announced that we will be presenting a poster at CIF, highlighting the results of what we believe is the first research study to assess the correlation between the incidence of serious infection events, or SIEs, and the severity of chronic neutropenia. This abstract will also be published on May 16th. Concurrent with the poster presentation, which is on Saturday, May 20th at 1:30 PM Central Time, we will be adding the poster to our website.

在今天早上的新聞稿中，我們還宣布我們將在 CIF 上展示一張海報，強調我們認為這是第一項評估嚴重感染事件或 SIE 的發生率與感染嚴重程度之間相關性的研究結果。慢性中性粒細胞減少症。該摘要也將於 5 月 16 日發布。在中部時間 5 月 20 日星期六下午 1:30 展示海報的同時，我們將把海報添加到我們的網站上。

As a result of our development efforts and our published data to date, we continue to believe that due to its demonstrated ability to elevate levels of white blood cells, Mavorixafor has the potential to be a breakthrough for those with WHIM syndrome and other chronic neutropenic disorders. We look forward to updating you on our progress throughout the year as we advance our mission to bring innovation to these patient populations in need.

由於我們的開發努力和我們迄今為止公佈的數據，我們仍然相信，由於其提高白細胞水平的能力，Mavorixafor 有可能成為 WHIM 綜合徵和其他慢性中性粒細胞減少疾病患者的突破.我們期待著向您介紹我們全年的最新進展，因為我們推進了為這些有需要的患者群體帶來創新的使命。

I'll now turn it over to our CFO, Adam Mostafa to review the quarter financials. Adam?

我現在將它交給我們的首席財務官 Adam Mostafa 來審查季度財務。亞當？

Thanks, Paula, and thanks to all of you for being on the call with us today.

謝謝寶拉，也感謝大家今天與我們通電話。

At the end of the first quarter ended March 31, 2023, X4 had $94.4 million in cash, cash equivalents, and restricted cash. We believe that these funds are sufficient to support company operations into the second quarter of 2024.

截至 2023 年 3 月 31 日的第一季度末，X4 擁有 9440 萬美元現金、現金等價物和受限制現金。我們相信這些資金足以支持公司運營到 2024 年第二季度。

Our research and development expenses were $22.1 million for the first quarter, which compares to $14.1 million for the comparable period in 2022. R&D expenses for the first quarter included $0.8 million of certain non-cash expenses and a $5 million accrual for an in-licensing milestone payments that the company deems probable of occurring.

我們第一季度的研發費用為 2210 萬美元，而 2022 年同期為 1410 萬美元。第一季度的研發費用包括 80 萬美元的某些非現金費用和 500 萬美元的許可應計費用公司認為可能發生的里程碑付款。

Our selling, general, and administrative expenses were $7.2 million for the first quarter as compared to $7.7 million for the comparable period in 2022. SG&A expenses included $0.8 million of certain non-cash expenses for the quarter.

我們第一季度的銷售、一般和管理費用為 720 萬美元，而 2022 年同期為 770 萬美元。SG&A 費用包括本季度 80 萬美元的某些非現金費用。

And lastly, we reported a net loss of $24 million for the first quarter ended March 31, 2023, as compared to $22 million for the comparable period in 2022. Net loss included $1.6 million of stock-based compensation expense and a $5.4 million gain for the change in fair value of our Class C warrant liability for the first quarter.

最後，我們報告截至 2023 年 3 月 31 日的第一季度淨虧損 2400 萬美元，而 2022 年同期為 2200 萬美元。淨虧損包括 160 萬美元的股票補償費用和 540 萬美元的收益第一季度我們 C 類認股權證負債的公允價值變化。

And with that, why don't we open up the call for your questions. Operator?

有了這個，我們為什麼不打開你的問題的電話。操作員？

(Operator Instructions) Stephen Willey, Stifel.

（操作員說明）Stephen Willey，Stifel。

Good morning, guys. This is [Chun Yang] for Steve. I just have two quick questions on my end. So the first one is would it be possible, Adam, like would it be possible to give a little bit more detailed color on increased R&D expense? And secondly, can you guys also provide -- or like has there still been ongoing discussion with potential partnerships and when do you think we'll actually hear more updates on like partnering front? I think that's it on my end. Thank you very much.

早上好傢伙。這是史蒂夫的[春陽]。我這邊只有兩個簡單的問題。所以第一個是亞當，是否有可能對增加的研發費用給出更詳細的顏色？其次，你們是否也可以提供——或者是否仍在與潛在的合作夥伴進行討論，您認為我們什麼時候才能真正聽到更多關於合作前沿的更新？我想這就是我的目的。非常感謝。

Thanks for the question. And so the increase in the R&D line this quarter is related mostly to a $5-million accrual payment. That's for an in-licensing or regulatory-related milestone that we deemed probable of occurring. And so that's the change that you'll see there, which is a question on cash.

謝謝你的問題。因此，本季度研發線的增加主要與 500 萬美元的應計付款有關。這是我們認為可能發生的許可或監管相關里程碑。這就是您將在那裡看到的變化，這是關於現金的問題。

On the partnership front, we continue to look at beneficial ways to finance the company. And that could include, for example, geographic-rights types of partnerships. And when we have something material to report an update, we'll certainly do that.

在合作方面，我們繼續尋找有益的方式為公司融資。這可能包括，例如，地理權利類型的伙伴關係。當我們有重要的事情要報告更新時，我們一定會這樣做。

Mayank Mamtani, B. Riley Securities.

Mayank Mamtani，B. 萊利證券。

Hi, this is William on for Mayank today. Congratulations on your continued success. Two questions from us. One of them, a follow up. I'm just curious if you're as far as the infection data on infection rates that you'll be presenting at both the CIS and as well as your KOL, if you can provide any extra information or color on what we might see at these two presentations? And then are these going to be largely overlapping in new data or we should -- or should we be expecting different data cuts from each of these presentations? Thanks and then one follow up.

大家好，我是今天 Mayank 的 William。祝賀您繼續取得成功。我們有兩個問題。其中之一，跟進。我只是想知道您是否了解您將在 CIS 和您的 KOL 上展示的關於感染率的感染數據，如果您可以提供任何額外的信息或我們可能會看到的顏色這兩個介紹？那麼這些在新數據中是否會在很大程度上重疊，或者我們應該 - 或者我們應該期待從這些演示文稿中的每一個中截取不同的數據？謝謝，然後跟進。

Thanks for the question. So as we highlighted in our press release, we're looking forward to sharing more data around the burden of infection, which can relate to frequency, severity, and duration among other metrics. And those are all relevant and important to clinicians, and you'll actually get to hear their perspective directly from the ones that we've outlined on today's call.

謝謝你的問題。因此，正如我們在新聞稿中強調的那樣，我們期待分享更多關於感染負擔的數據，這些數據可能與頻率、嚴重程度和持續時間等指標相關。這些對臨床醫生來說都是相關且重要的，您實際上可以直接從我們在今天的電話會議上概述的觀點中聽到他們的觀點。

And then in terms of -- and I apologize, I lost the train on the second part of that question -- the different -- thanks, Mark. The different data and different venue. So the data sets will be primarily the same. Obviously, one's more sort of oriented to the clinical communities. And then one is for a broader audience -- audience within investor community. But effectively, the data sets are going to be quite similar.

然後就 - 我道歉，我在那個問題的第二部分失去了火車 - 不同的 - 謝謝，馬克。不同的數據和不同的場地。所以數據集將基本相同。顯然，一個人更傾向於臨床社區。然後一個是針對更廣泛的受眾——投資者群體中的受眾。但實際上，數據集將非常相似。

Got it. That's very helpful. And then in terms of your upcoming Phase 3 as well as, I guess, Phase 2 study execution, maybe if you could provide any insight that you gained when during your FDA discussions and what you're thinking about following Phase 2 data release, how are your plans going forward?

知道了。這很有幫助。然後就您即將進行的第 3 階段以及我猜的第 2 階段研究執行而言，也許如果您能提供您在 FDA 討論期間獲得的任何見解以及您在第 2 階段數據發布後的想法，如何你的計劃有進展嗎？

For clarity, this is around the chronic neutropenia study?

為了清楚起見，這是圍繞慢性中性粒細胞減少症的研究？

Yes, sorry about that.

是的，對此感到抱歉。

No worries. Thank you. So for chronic neutropenia, we continue to guide that, we'll provide additional data in Q2 or Q3 as well as we'll have completed interactions with the agency so that we can have clarity on a Phase 3 registration program. So those are in progress right now. We're looking forward to sharing that both the additional data, which will primarily be focused on durability of neutrophil count. The crosswalk in all of these neutropenic patients, including WHIM, is looking for durable elevations and white blood cell counts, including neutrophil, and then the correlation with infection. We thought had very nice data with chronic neutropenia, the Phase 1b, the after a single dose, given that resoundingly positive result.

不用擔心。謝謝。因此，對於慢性中性粒細胞減少症，我們將繼續指導，我們將在第二季度或第三季度提供更多數據，並且我們將完成與該機構的互動，以便我們可以明確第三階段的註冊計劃。所以這些現在正在進行中。我們期待分享這兩個額外的數據，這些數據將主要關注中性粒細胞計數的持久性。所有這些中性粒細胞減少症患者（包括 WHIM）的人行橫道正在尋找持久的升高和白細胞計數，包括中性粒細胞，然後是與感染的相關性。我們認為有非常好的慢性中性粒細胞減少症的數據，1b 期，在單次劑量後，給出了非常積極的結果。

Now looking forward to sharing future data, that will hopefully be consistent with WHIM, which is nicely durable and elevated from [CN] and then, of course, the registration trial in more of the value that we'll look for infection changes in benefit. And in similar size likely to that, that you're testing with WHIM.

現在期待分享未來的數據，希望與 WHIM 保持一致，WHIM 非常耐用並且從 [CN] 提升，然後，當然，註冊試驗具有更多的價值，我們將尋找感染變化的好處.並且可能與您正在使用 WHIM 進行測試的尺寸相似。

Thanks. I appreciate all that, and congratulations again. Thank you for taking our questions.

謝謝。我很感激這一切，再次祝賀。感謝您接受我們的提問。

Eva Privitera, TD Cowen.

伊娃·普里維特拉，TD 考恩。

Hi, good morning and thanks for taking our questions. For the Phase 2 chronic neutropenia update, what can we expect in terms of how many patients and how long the duration of follow-up --

嗨，早上好，感謝您提出我們的問題。對於 2 期慢性中性粒細胞減少症更新，我們可以期待多少患者和多長時間的隨訪——

So we're actively enrolling -- I'm sorry. I'm sorry, Eva. Go ahead.

所以我們正在積極報名——對不起。對不起，伊娃。前進。

Yeah and what's the split of the congenital, idiopathic, and cyclic patients roughly? And also the split of patients dosed with monotherapy versus combo with G-CSF?

是的，先天性、特發性和周期性患者的大致劃分是什麼？還有接受單一療法與 G-CSF 聯合療法的患者的差異？

Yeah. I mean so we're still actively enrolling. So I can't answer any of the split questions because we've --similar to the Phase 1b,we have a nice wide funnel. And of course, we're just trying to be as broad of a population as we can. So more to come on that when we have the data. And then in terms of the number of patients, I think we're aiming for somewhere between 15 and 25. We're trying to get as robust of a count as possible. We really thought the data set from the Phase 1b was valuable because you had enough across a couple of buckets to be able to make some generalizations.

是的。我的意思是，我們仍在積極報名。所以我無法回答任何拆分問題，因為我們已經——類似於第 1b 階段，我們有一個很好的寬漏斗。當然，我們只是想盡可能廣泛地覆蓋人群。當我們有了數據時，還有更多事情要做。然後就患者數量而言，我認為我們的目標是在 15 到 25 之間。我們正在努力獲得盡可能可靠的數字。我們真的認為第 1b 階段的數據集很有價值，因為你有足夠的跨越幾個桶的數據來進行一些概括。

And that's what we're aiming for. But of course, it's always about recruitment and timing. But we look forward to sharing that. Certainly meaningful update around durability and meet patients as soon as we can in Q2 or Q3.

這就是我們的目標。但當然，這始終與招聘和時機有關。但我們期待分享這一點。圍繞耐用性進行有意義的更新，並儘快在第二季度或第三季度與患者見面。

Great. Thanks for that. And on the Phase 3 WHIM presentation, secondary endpoints that will be presented at CIS, what level of reduction in infection rates and what burden do you think are clinically meaningful?

偉大的。感謝那。在第 3 階段 WHIM 演示中，將在 CIS 上演示的次要終點、感染率的降低程度以及您認為有臨床意義的負擔是什麼？

Yes. I mean, I can share with you what we -- what the agency and what we saw in the Phase 2. The agency granted us breakthrough therapy designation on the Phase 2 WHIM data, which I believe after a year showed about a 40% to 50% reduction in infection rates. It was a little bit of a different benchmark. Of course, because we were using patients historicals of their control. So certainly that sets the mark from the agency perspective, and they certainly view that as clinically relevant and meaningful to grant us breakthrough therapy designation. So we'll look forward to providing the totality of data, including all the infection information in just a couple of weeks.

是的。我的意思是，我可以與您分享我們 - 該機構以及我們在第 2 階段看到的情況。該機構授予我們關於第 2 階段 WHIM 數據的突破性治療指定，我相信一年後顯示大約 40% 到感染率降低 50%。這是一個有點不同的基準。當然，因為我們使用的是患者的控制歷史。因此，從機構的角度來看，這無疑是一個標誌，他們當然認為這具有臨床相關性和意義，可以授予我們突破性治療指定。因此，我們期待在短短幾週內提供全部數據，包括所有感染信息。

RK, H.C. Wainwright.

RK, H.C.溫賴特。

Thank you. Good morning, Paula and Adam. This is RK from H.C. Wainwright. I think if I do my job right on May 16th and 21st, I should know all about them and that Mavorixafor. But at the same time, you're putting five KOLs together on the 16th. So should we expect these folks to be talking about additional neutropenic conditions where Mavorixafor could be used? And also, would this help you to initiate conversations regarding subtypes of SCN in the sense where SCN gets generated by -- due to various causes? Will some color around that come up in these conversations, for us to think about potential expansion -- indication expansions for Mavorixafor?

謝謝。早上好，寶拉和亞當。這是 H.C. 的 RK。溫賴特。我想如果我在 5 月 16 日和 21 日做好我的工作，我應該了解他們和那個 Mavorixafor 的一切。但與此同時，您將在 16 號將五個 KOL 放在一起。那麼我們是否應該期望這些人談論可以使用 Mavorixafor 的其他中性粒細胞減少病症？而且，這是否會幫助您發起關於 SCN 子類型的對話，因為 SCN 是由於各種原因生成的？這些對話中是否會出現一些顏色，讓我們考慮潛在的擴張——Mavorixafor 的適應症擴張？

Thanks so much, RK. Great questions. So I think the KOLs on the call, our breadth of KOLs, US and Europe, and then across the hematology, immunology, and in some cases, rheumatology, which is where some of these patients are managed. So we felt we wanted to have that nice universe of experiences commenting not only on our own data on WHIM, but some of them certainly have relevance in treating a larger number of chronic neutropenia patients.

非常感謝，RK。很好的問題。所以我認為 KOLs 在電話會議上，我們 KOLs 的廣度，美國和歐洲，然後跨越血液學、免疫學，在某些情況下，還有風濕病學，這是管理這些患者的地方。因此，我們覺得我們希望擁有這樣一個美好的體驗世界，不僅可以評論我們自己關於 WHIM 的數據，而且其中一些肯定與治療大量慢性中性粒細胞減少症患者有關。

So for those folks that have an experience, they will be able to bring in their experiences into the conversations. And we have a few of them live on the events at the end, so they'll be able to speak from their perspective. Certainly we'll look forward to the Q&A around that topic, around future indications.

因此，對於那些有經驗的人來說，他們將能夠將他們的經驗帶入對話中。我們讓他們中的一些人在最後的事件中直播，所以他們將能夠從他們的角度發言。當然，我們會期待圍繞該主題和未來跡象的問答。

Thank you. Looking forward to these two events.

謝謝。期待這兩個事件。

Thank you so much, RK.

非常感謝，RK。

Kristen Kluska, Cantor Fitzgerald.

克里斯汀·克魯斯卡，坎托·菲茨杰拉德。

Good morning. This is Rick on for Kristen. Thank you for taking our questions. To kind of set the stage ahead of the CIS conference and WHIM, could you talk a little bit about the setting, the audience you're expecting at CIS, and how getting in front of this audience could help inform what you understand could be the prescriber community you could be focusing on in WHIM?

早上好。這是克里斯汀的瑞克。感謝您接受我們的提問。為了在 CIS 會議和 WHIM 之前做好準備，你能談談背景、你在 CIS 上期待的觀眾，以及在這些觀眾面前如何幫助告知你所理解的可能是您可以在 WHIM 中關注的處方者社區？

Sure. So I think at CIS is primarily immunologists. I know Mark has a team of his -- participating in this conference. I will turn it over to him to provide additional color. Mark?

當然。所以我認為 CIS 主要是免疫學家。我知道 Mark 有他的一個團隊——參加了這次會議。我會把它交給他來提供額外的顏色。標記？

Thanks, Paula. Hi, Rick. Yeah, we're looking forward to being at CIS where a lot of our customers are planning to be. We have a number of meetings set up with key customers, and we'll have a company boost there as well, which is focused on raising disease awareness of WHIM. So we think it's going to be a very valuable conference for us as the excitement builds around the release of that Phase 3 data.

謝謝，寶拉。嗨，里克。是的，我們期待著參加許多客戶計劃參加的 CIS。我們與主要客戶舉行了多次會議，我們也將在那裡舉辦公司宣傳活動，重點是提高 WHIM 的疾病意識。因此，我們認為這對我們來說將是一次非常有價值的會議，因為人們對第 3 階段數據的發布感到興奮。

Great. And maybe just one more on the CN poster presentation you announced for CIS. Could you also kind of set the stage here, what we could expect potentially from this real-world patient data that you talked about? Should we be expecting mostly patients managed on G-CSF? And do you plan on going into any information on genetic background for the patients in this study? Thanks.

偉大的。也許還有您為 CIS 宣布的 CN 海報展示。您是否也可以在這裡設置舞台，我們可以從您談到的這些真實世界的患者數據中潛在地期待什麼？我們是否應該期待主要接受 G-CSF 治療的患者？您是否打算為本研究中的患者提供有關遺傳背景的任何信息？謝謝。

So it's a higher-level study than that. We don't get into -- obviously genetics or sometimes not even captured in electronic medical records. So it is a higher-level study on the populations that are diagnosed with different types of chronic neutropenia. There's different ICD-10 codes. And then there's a different ability to drill down on their clinical histories in terms of their severe infection events. So the poster really connect those dots, is that real-world evidence connecting degrees of neutropenia with severity around morbidity and potentially in some cases, mortality. So we look forward to sharing that poster and certainly have a follow-up question to that as the community digest.

所以這是一個更高層次的研究。我們不涉及——顯然是遺傳學，有時甚至沒有記錄在電子病歷中。因此，這是對被診斷患有不同類型慢性中性粒細胞減少症的人群進行的更高層次的研究。有不同的 ICD-10 代碼。然後有一種不同的能力，可以根據他們的嚴重感染事件深入了解他們的臨床病史。所以海報真正將這些點聯繫起來，是真實世界的證據將中性粒細胞減少症的程度與發病率以及在某些情況下可能與死亡率的嚴重程度聯繫起來。因此，我們期待分享那張海報，並且肯定會在社區摘要中提出後續問題。

Excellent. Thank you very much.

出色的。非常感謝。

This concludes the question-and-answer session. I would like to turn the conference back over to Dr. Ragan for any closing remarks.

問答環節到此結束。我想將會議轉回給 Ragan 博士作任何閉幕詞。

Thank you so much. We appreciate everyone attending today, and we certainly look forward to having everyone and hopefully your interest on our big May 16th event. Have a great rest of your day. Take care.

太感謝了。我們感謝今天參加的每一個人，我們當然期待著每一個人，並希望您對我們 5 月 16 日的盛大活動感興趣。祝您度過愉快的一天。小心。

This concludes today's conference call. You may disconnect your lines. Thank you for participating and have a pleasant day.

今天的電話會議到此結束。您可以斷開線路。感謝您的參與，祝您度過愉快的一天。