Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS) Q4 2022 Earnings Call Transcript

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Operator: Please stand by for our next question. Next question comes from Judah Frommer with Credit Suisse. Your line is now open.

Judah Frommer: Yes, hi. Good morning, guys. Thanks for taking the question. Just getting back to the protocol amendment and probably the key question we got around that. How are you thinking about potential impact to a commercial profile? And I guess the reimbursement profile for 193, does this change the story in some way in that you might need MRI monitoring when you thought you might not have needed that prior? And have you had any preliminary discussions with payers on sort of acceptable levels of ARIA-E how that might compare to lecanemab or anything else that comes between now and then?

Daniel O’Connell: Yes. Judah, thanks for the good question. So I think in terms of not a lot wrapped into that. I think in terms of the safety profile, we continue to believe that oligomer targeting antibodies such as 193 may offer an attractive safety profile relative to plaque targeting antibodies. And lecanemab has a – lecanemab does have a rate of ARIA-E in 12.5%. So that’s sort of a safety benchmark that we use internally. In terms of the dropping the 25 mgs per kg, that becomes a dose level, but that may be more amenable to a subcutaneous formulation. So that was actually part of the consideration in early February as we contemplated what to do really with Cohort set equip made the most sense from a programmatic standpoint.

So that was – and we’ll see. We’ve – as I mentioned earlier on the call, we’ve looked at a couple of different options as to moving 193 at some point into a subcutaneous format, and that modified dose for Cohort 7 does provide important PK information that will help inform the prospects of that. We haven’t had any payer interactions per se. I do think that as we’ve envisioned the next study, we’ve always anticipated routine MRI scans for safety and other – for general development purposes. I think that study is much more likely to be instructive as to what would be required commercially. So we just won’t have enough chronic exposure in this – in the INTERCEPT-AD study to definitively say what’s required from a safety and really what’s required from the overall – this is a Phase I study in terms of the overall ARIA-E rates.

Judah Frommer: Got it. Thank you.

Operator: I show no further questions. At this time, I would now like to turn the conference back to Alex for closing remarks.

Alex Braun: Thanks, Michelle. Thanks, everyone, for joining us today. As always, we’re available for follow-ups if you have any additional questions. So please reach out to us at the company, and have a great Monday.

Operator: This concludes today’s conference call. Thank you for participating. You may now disconnect.

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