下面是小编为大家整理的美国生物技术和欧洲制药公司专家会议纪要（全文完整）,供大家参考。
Equit y
R es ea r ch A mer ic a s
|
U nit ed
S ta tes
We
hos ted
a n
ex per t
phy s ic ian
c a ll
with
r heum a tol og ist
Dr .
S teven
Gol om bek of
A ll e r g y A s thma
&
A r thr iti s
A ss oci a tes
ba s ed
i n
N ew
J er s ey
t o
di s cuss
t he
t r ea tment
l ands ca pe (cur r ent
a nd
emer g in g )
f or
r heum a toi d
a r thr it is,
psor ia ti c
a r thr it is,
a nd
ot her
r heum a ti c disea s es .
A
r epla y
of
t he
c a ll
is a va il a ble:
( 855 )
859 - 2056
//
( 404 )
537 - 3406 ;
ID: 1656826 .
W e
have
i n c l u d e d
th e
fu ll
tra n sc r i p t
o f
th e
c all
i n
th i s
d oc u me n t.
A
r e p l ay
o f
th e
c all
i s
a v ail ab l e :
( 855 )
859 - 2056
//
( 404 )
537 - 3406 ;
ID :
1656826 .
Rese ar c h
An aly sts
Ev a n
S e i g e r ma n
212
325
4463
evan. s eigerm an@ c redi t - s uis s e. c om
Eur o p e a n
Pha r ma T e am 44
207
888
0304
c redit s uis s e. pha rm a t ea m @ c redi t - s uis s e. c om
D IS CLOSU RE
AP P END IX
AT
TH E
B ACK
O F
TH IS
REP O RT
CONTAIN S
IMP O RTANT
D IS CLOSU RE S ,
ANALYST CE RT IFICATIONS, LE G AL
E NTITY
D IS CLOSU RE
AND
TH E
S TA TU S
O F
NON - U S
ANALYSTS.
U S
Discl os ur e :
C r edit
S uisse does a nd
s eek s
to
do
business w it h
companies
covered
in
it s
r e s ea r ch
r epor ts.
A s
a
r es ult ,
inve s tor s
s hould
be
a w a r e
tha t
the
F ir m
m a y
ha ve
a
conf li ct
of
i nte r es t
tha t
coul d
U.S.
Bi otechnology and Eur op ean Pharma
Rhe umatol ogy Exper t C all T rans c ript
Pha r m a ceut ic als &
B iot echnol og y
|
C onf e r ence C a ll
CRE D IT
S U IS S E
S ECU RITIE S ,
LLC
M o d e r at o r :
E v an
S e i g e r man M ay
21 ,
2020
10 :0 0
a.m.
E T
O per a tor :
T his
is C onfer ence # :
1656826
O per a tor :
L a dies
a nd
g entl em en, tha nk you
f or
sta nding
by
a nd
welcome
to
the R heum a tol og ist
Ex pe r t
C a ll
t o
Di s cuss
C ur r ent
a nd
Emer g ing T her a peuti cs.
A t
thi s
t ime,
a ll
pa r ti ci pants
a r e i n
a l isten - only
mode.
A f ter
t he
sp ea k er pr es enta ti on,
ther e will
be
a question
a nd
a ns wer
ses s ion.
T o
a s k
a ques ti on
dur ing
t h is s es s ion,
you
w ill
need
t o
pr es s
"sta r "
"one"
on
y our tel ephone.
Plea s e b e a dvised
th a t
today "s
conf er en ce
is bein g
r e cor ded. If
you
r equ ir e f ur the r
a ss ista nce, pl ea s e pr es s
"sta r "
"zer o."
I
would
now
l ik e t o
ha nd
t he
c onfer ence over
t o
y our
spea k er
t oda y , Eva n
S eig erm an.
Thank y ou.
Pl ea s e g o
a hea d, s ir .
Eva n
S eig erm a n :
T ha nk y ou,
O per a tor .
A nd
t ha nk y ou,
every one,
f o r
j oini n g
us
tod a y . O n
t he
l ine,
I
ha ve
my
collea g ues i n
Eur ope,
El iz a beth
Wa lt on
a nd
J o Wa lt on ,
a nd
my
t ea m ,
A dr ian
Ga r ci a a nd
M a tt
Ter w elp.
A nd
we
a lso ha ve
Dr .
S teve
G olombek ,
our
e x pert.
Dr .
Golombek ,
a r e you
t he r e?
S teven
G olombek :
Y es .
Eva n
S eig erm a n :
Grea t.
A nd
bef or e we
jump
in,
i f
a ny one
ha s
a ny
questions
plea s e feel f r ee t o
e - m a il
me
a t
eva n.seig erm an@ csg .c om ,
or
J o, or
El iz a beth
a nd w e"l l
be
sur e t o
g e t
you r
question s
r ea d
on
the
a ir .
A nd
i f
y ou"d
li k e t o a s k
a que s ti on
on
the
li ne, w e"l l
be
queui ng up
f o r
questions
a t
a bout 10 :4 5 .
S o
Dr .
Go lombek ,
bef or e we
g et
sta r ted,
I
ha ve
a qui ck
di s cl os ur e s tatement
I
wa nt
to
r ead.
W e a r e publ ishing
equi ty
r es ea r ch a na ly s ts, w e ma y
use the
inf or m a ti on
you
pr ovide
i n
r es ea r ch .
W it h
me
on
the phone
a r e mem ber s
of
t he
i nves t or
c omm unit y .
They
ma y
use the
inf or m a ti on
you
p r ovide
when
de ci ding
whether
to
buy
o r
sell
s toc k s
or other
i nves tments .
We
do
not
wa nt
m a ter ia l
non - publi c
inf o r m a ti on
or
i n f or m a ti on
t h a t
is s ubjec t
to
a c onf ident ia lit y
obl iga t ion.
We
do
not
wa nt
to
s pea k
with
you if
t his
conve r s a ti on
will
viol a te
yo ur
employer "s
poli ci es
or
conf ide nti a li ty obli g a ti ons you
owe
to
a ny one
el s e.
Do
you
wa nt
to
pr oceed
w it h
t he
consulta ti on
on
tha t
ba s is?
S teven
G olombek :
Y es .
Eva n
S eig erm a n :
O K,
per f ect .
Thank y ou.
S o
Dr .
Gol om bek ,
just
a qui ck
bi o
on
y ou. A nd
Dr .
Go lombek
i s
t he
f oundin g
pa r tner
o f
t he
A ll er g y
A s thma
a nd A r th r it is A ss oci ates, P.A.
in
N ew
J er s ey .
He"s
a r heum a tol og ist
a nd
ha s
r ecei ved
his
medica l
deg r ee f r om
J ohn Hopk ins
U niver s it y .
He"s
been
i n
pr a ct ic e f o r
20
y ea r s ,
is cu rr ent ly
i n priva te
pr a ct ic e.
A nd
you
ha ve
one
of
t he
l a r g es t
R. A .
popula ti on s
i n N ew
J er s ey .
Y ou
of f e r
i n f us ions,
r a diog r a phy ,
l a bor a tor y
dia g nos t ic s , a nd
y ou"ve
c ons ult ed
f o r
sever a l
pha r m a ceut ic a l
companies
a nd
wer e the
lea d
on
va r ious
cl ini ca l
tr ia ls f or
a nti - a r thr it ic
medica ti ons .
A nd
you a lso
s erved
on
t he
pha r m acy c omm it tee
f or
C ig na ,
s o
qui te
a va r i ed ex per ienc e a nd
we
tha nk you
f o r
joi ning
us .
S o
bef o r e we
jump
in,
c a n
you
j u s t
g ive
us
a littl e mor e det a il s
on
y our pr a ct ic e,
how
ma ny
pa ti ents
you
s ee per
month?
A nd
t hen,
w e w a nt
to jump
in
a s
t o
k ind
of
wha t" s
ha pp ened
dur ing
t he
c ur r ent
pandem ic
a nd how
t ha t
ha s
c ha ng ed
t he
wa y
you
pr a ct ic e r heum a tol og y .
S teven
G olombek :
A ll
r i g ht,
well,
I"m
in
nor the r n
N ew
J er s ey ,
w hic h
obviously
i s
i n
o ne
of the
epic enter s
o f
C O VID - 19 .
It "s
a priva te
pr a ct ic e.
It" s
a sever a l
m a n r heum a tol og y
g r oup,
m os tl y
a dult
r heum a tol og y .
I
would
ty pic a ll y
s ee, p r e -C O VID - 19
da y s ,
a bout
800
a week
– a month. I
would
ty pic a ll y
see
r heum a toi d
a bout
250
a month.
W e do
in f us ions, a g a in,
bi olog ic s
on
a bout
60 %
of
t hem .
A nd
so every thi ng wa s
g oing a long
fine.
O nce C O VID - 19
hit ,
obviously
t h ing s
c ha ng ed
dr a m a ti ca ll y .
Eve r y thi ng went
to
tel em edic ine
ex cept
f o r
e mer g enci es ,
a lt houg h
inf us ions
a nd
inj ect ions
continued.
P a ti ent
vol um e f or ,
s a y ,
biol o g ic
d r ug s
a nd inf us ions
s tay ed
pr oba bly
a bout
80 % .
Pa ti ent
volume
f or
v isits
g oing
t o tel em edic ine
pr oba bly
d r opped
to
a bout
50 % ,
m a y be
60 % .
That" ll
pi ck up
a g a in
once
thi ng s
sta r t
to
no r m a li ze.
A ny
m or e speci f ic s
you
need?
Eva n
S eig erm a n :
T ha t" s
per f ect .
S or r y ,
I
w a s
on
m ute.
Y ou
ha d
mentioned
of
t he
800
o r s o
pa ti ents
you
t r ea t
per
month,
how
ma ny
a r e R .A .,
ps or ia ti c
a r th r it is, a nd
k ind
of
ot her
i ndic a ti ons g en er a ll y
spea k ing ?
S teven
G olombek :
Well,
t y pic a ll y
i t" s
a bout
250
R. A .
I
m ean, tha t" s
not
i ncluding
t he inf us ion
pa ti ents.
T ha t
would
a dd
a nother
40
a month
– 40
a week , r a ther .
Eva n
S eig erm a n :
O K.
St even
Gol om bek :
Ps or ia ti c
a r thr it is,
I
p r oba bly
do
a bout
100 ,
150
a month.
The r es t
a r e a s m a tt er ing
of
l upus ,
a nd
osteoa r t hr it is,
a nd
f ib r omy alg ia ,
othe r
g en er a l
– g out,
g ene r a l
r heum a tol og y
i ss ues .
Eva n
S eig erm a n :
A nd
g ene r a ll y
spea k ing ,
w ha t" s
t he
br ea k down
of
c ommer ci a l
insur ed ver s us
M edic a r e i n
you r
pr a ct i ce?
S teven
G olombek :
T wenty
f ive
per cen t
Medi ca r e,
75 %
comm er ci a l
… Eva n
S eig erm a n :
O K,
so …
S teven
G olombek :
…
a nd
no
Medi ca id.
Eva n
S eig erm a n :
S o
di ving
i n
a littl e bi t
mo r e on
C O VID - 19 ,
how
ha ve
you
been
a ble
to s tay
i n
t ouch
w it h
you r
pa ti ents?
Y ou
mentioned
tel em edic ine.
Is
t ha t
– a r e you
using t ha t
f or
t he
ma jor it y
of
pa ti ents?
A r e you
stil l
a ble
a nd comf or table
w r it in g
r epea t
pr es cr i pti on s ?
A nd
when
do
you
ex pec t thi ng s
will
g et
mo r e ba ck
t o
nor m a l?
S teven
G olombek :
S o
I
ha ve
not
been
t o
t he
o ff ic e since the
f ou r th
w eek of
– s inc e t he thi r d
week
of
M a r ch a nd
I
a m
g oi ng ba ck
J une
1 s t,
f ull y
g ow ned
a nd m a s k ed
a nd
every thi ng with
som e a nx ie ty .
B ut
w e stil l
ha ve
people
– w e stil l
ha d
sta ff
g oing
int o
t he
o ff ic e .
I
di d ha ve
one
ot her
pa r tner
g o
t o
t he
of f ic e a nd
a P.A.
g o
t o
t he
of f ic e t o
cover ,
a g a in,
t he
emer g enci es ,
w hic h
wer e – w hic h
a r e few
f o r r heum a tol og y
but
mos tl y
f o r
i nf us ions
a nd
t o
ha ve
a doc tor
pr es ent dur ing
i n f us ions.
A s
f a r
a s
how
did
we
k eep
i n
t ouch
w it h
pa ti ents
w it h
t elevisits,
I
m ean, pa ti ents
wer e a lr ea dy
scheduled.
S o
we
just
c a ll ed
t hem
a nd
sa id
w e"re not
in
the
of f ic e.
We" r e g oing
to
do
a tel evisit
if
you
– if
you
wa nt
to
do that.
Most
peopl e wer e O K
w it h
t ha t.
A
l ot
s a id
w ha t" s
t he
poi nt.
T her e"s
cer ta in
thi n g s
you
ca n
do
by
t elevisits.
O bviously ,
the r e"s
cer ta in
thi ng s
– in jec ti ons ,
joi nt
e valua ti ons – tha t
you
c a n"t
do
by tel evis i ts.
B ut
pa ti ents
didn" t
w a nt
to
come
int o
t he
o ff i ce
a nyw a y .
They wer e a s
ner vous
a s
we
wer e a bo ...
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