PresentationI would now like to turn the conference over to Louis Tamayo, Chief Financial Officer of Lexeo Therapeutics. Louis, please go ahead.Good morning, and welcome to the Lexeo Therapeutics webcast presentation on LX2006 for the treatment of Friedreich's ataxia cardiomyopathy. As a reminder, this call is being recorded today, October 7, 2025.Louis TamayoCFO & Principal Accounting Officer Earlier today, we released the regulatory update on our discussions to date with the FDA regarding a potential acce ...

Core Insights - Replimune Group's share price has decreased by 54.2% over the past three months following the FDA's complete response letter (CRL) regarding its biologics license application (BLA) for RP1 in combination with Opdivo for advanced melanoma treatment [1][5] - The FDA's CRL was based on the inadequacy of data from the IGNYTE study, which did not meet the standards for a well-controlled clinical investigation, although no safety concerns were raised [2][5] - The setback has created significant uncertainty regarding the regulatory path for RP1, delaying Replimune's prospects of launching its first approved product and establishing a revenue stream [3][4] Company Developments - Replimune has completed a Type A meeting with the FDA to discuss the CRL and is currently reviewing the agency's feedback to determine next steps, although a clear regulatory path remains uncertain [6][7] - The BLA for RP1 in combination with Opdivo was initially accepted for review under the FDA's Priority Review pathway in January 2025, based on the IGNYTE study's primary analysis data [8] - Replimune is also exploring RP1 for other indications, including non-melanoma skin cancers and as a monotherapy for solid organ transplant recipients with skin cancers [11] Market Context - Year-to-date, Replimune's shares have fallen by 64.2%, contrasting with a 3.6% growth in the broader industry [4] - The company is facing challenges in delivering on its lead program, which has raised broader investor concerns about its future performance [3]

Core Viewpoint - Replimune's stock experienced a nearly 40% loss following a meeting with FDA officials regarding its cancer drug RP1, leaving the drug's future uncertain [1][4]. Group 1: Meeting Details - The meeting with the U.S. Food and Drug Administration (FDA) focused on Replimune's RP1, which is being tested as a combination therapy with Bristol Myers Squibb's Opdivo for advanced melanoma [2]. - The FDA had previously sent a complete response letter to Replimune in June, indicating that RP1 would not be approved, which surprised the company and its shareholders due to the drug's promising clinical results [3]. Group 2: Investor Reaction - Investors interpreted the neutral statement from Replimune regarding the future of RP1 as a sign that the program might be discontinued, leading to a significant sell-off of the stock [4].

Core Viewpoint - Disc Medicine, Inc. received positive feedback from the FDA regarding its planned New Drug Application (NDA) submission for bitopertin, aimed at treating Erythropoietic Protoporphyria (EPP) [1][2] Group 1: NDA Submission Details - The pre-NDA meeting confirmed alignment with the FDA on the timing and content of the NDA submission, which is scheduled for October 2025 [2] - The NDA will be submitted under the FDA's accelerated approval pathway based on existing data [2] Group 2: About Bitopertin - Bitopertin is an investigational, orally administered inhibitor of glycine transporter 1 (GlyT1), designed to modulate heme biosynthesis [3] - It has potential as a first disease-modifying therapy for various hematologic diseases, including EPP [3] - Bitopertin has undergone multiple clinical trials, including the Phase 2 BEACON trial and the Phase 2 AURORA trial [3] Group 3: About Erythropoietic Protoporphyria (EPP) - EPP is a rare and potentially life-threatening disease caused by mutations affecting heme biosynthesis, leading to the accumulation of protoporphyrin IX (PPIX) [5] - Symptoms include severe pain and complications such as gallstones and liver damage, with current treatment options being limited [5] - There is currently only one FDA-approved therapy for EPP, Scenesse® (afamelanotide) [5] Group 4: About Disc Medicine - Disc Medicine is focused on discovering and developing novel treatments for serious hematologic diseases, targeting heme biosynthesis and iron homeostasis [6] - The company aims to build a portfolio of innovative therapeutic candidates to address a wide spectrum of hematologic diseases [6]