SANGAMO THERAPEUTICS, INC Q2 FY2024 earnings call

• Announced a license agreement with Genentech for neurology epigenetic regulators and capsid delivery platform, expecting $50M upfront and up to $1.9B in milestones.
• Phase 3 AFFINE trial for hemophilia A gene therapy with Pfizer showed positive results, achieving non-inferiority and superiority in bleeding rates.
• Fabry disease program: 17 patients off enzyme replacement therapy (ERT), improved kidney function, ongoing discussions with EMA and FDA, and ongoing partnership talks.
• Advancements in neurology pipeline, including IND enabling for chronic neuropathic pain and CTA enabling for prion disease using STACK BBB capsid.

No detailed breakdown of product segments with revenue contribution percentages provided. Key programs discussed include neurology epigenetic regulators and delivery capsid deal with Genentech, Phase 3 AFFINE trial for hemophilia A gene therapy with Pfizer, and Fabry disease program advancements.

• Genentech deal extends cash runway into early 2025, with hopes for additional transactions in the second half of 2024.
• Pfizer's AFFINE trial results bring them closer to potential commercialization and milestones.
• Fabry program's clinical data driving interest from potential partners.

Forward-looking statements subject to risks outlined in SEC filings, including funding adequacy, clinical trial outcomes, and regulatory approvals.

Q: Elaboration on STAC BBB manufacturability and cost of goods.

A: Amy Pooler stated STAC BBB capsid behaves similarly to its parent capsid, leveraging existing manufacturing expertise for previous AAV programs.

Q: Partnership with Genentech on additional indications and Fabry program path forward.

A: Genentech's deal is for specific indications, Fabry program is being explored for partnership due to clinical benefits like improved kidney function and patients off ERT.

Q: Hemophilia A with Pfizer and STAC BBB out licensing.

A: STAC BBB out licensing involved deep diligence from Genentech, and Pfizer's BLA filing progress is supported by positive trial results.

Q: Fabry partner progress and hemophilia A BLA filing.

A: Fabry data maturing, Pfizer's marketing plans not commented on, focus on right partnership for Fabry; no comment on Pfizer's specific BLA filing regions.