美股-生物制药行业-全球生物制药：肿瘤专家与投资者会议纪要

DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES, ANALYST CERTIFICATIONS, LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS. US Disclosure: Credit Suisse does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. 12 June 2019Americas/United StatesEquity ResearchPharmaceuticals & Biotechnology Global Biopharmaceuticals CONFERENCE CALLResearch AnalystsVamil Divan, MD212 538 5394vamil.divan@credit-suisse.comEvan Seigerman212 325 4463evan.seigerman@credit-suisse.comMichael V. Morabito Ph.D.212 325 7298michael.morabito@credit-suisse.comEuropean Pharma Team44 207 888 0304creditsuisse.pharmateam@credit-suisse.comUy Ear212 325 1729uy.ear@credit-suisse.comInanc Caner212 325 5051inanc.caner@credit-suisse.comTranscript from Oncology Expert Call With Investors Post ASCOFollowing ASCO, we hosted an investor call with Dr. Jared Weiss, an Associate Professor of Medicine and the section chief of thoracic and head/neck oncology and research POD leader for thoracic oncology at the University of North Carolina Chapel Hill. We provide the transcript from the call herein.12 June 2019Global Biopharmaceuticals2TranscriptCredit Suisse Securities, LLCModerator: Dr. Jared WeissJune 07, 201910:00 a.m. ETOperator:Good day ladies and gentleman, and welcome to the ASCO Wrap Up conference call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session and instructions will follow at that time. If you require operator assistance during the program, please press star then zero on your touchtone telephone. I would now like to introduce the host for today’s conference call, Mr. Vamil Divan, you may begin. Vamil Divan:Great, thank you operator and thanks everyone for joining us, I am Vamil Divan, the pharma -- U.S. Pharma Analyst here at Credit Suisse. Joined on the line by a number of my colleagues here at Credit Suisse, we’ve got Evan Seigerman, our Large Cap Biotech Analyst, Michael Morabito from the SMid-Cap Biotech side, also Jo Walton and Matthew Weston from our London European Pharma team. Thanks again for joining us, and we’re also joined by Dr. Jared Weiss, the star of the show, our expert joining us to talk about takeaways from the ASCO meeting from last weekend. Dr. Weiss, some of you may have spoken to him before or saw him at our therapeutics day last year, he’s an Associate Professor of Medicine and the section chief at the University of North Carolina Chapel Hill. Dr. Weiss, how are you doing today? Jared Weiss:Doing very well, good morning or I guess for London, afternoon, everyone. 12 June 2019Global Biopharmaceuticals3Vamil Divan:Great thanks again for joining us. So, just to give everyone a sense of the flow of th