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    Adam Ferrari • J.P. Morgan

    Adam Ferrari's questions to Immunocore Holdings PLC (IMCR) leadership

    Adam Ferrari's questions to Immunocore Holdings PLC (IMCR) leadership • Q2 2025

    Question

    Adam Ferrari, on behalf of Jessica Fye at J.P. Morgan, asked about the drivers of ChemTrak's U.S. growth and its sustainability, and requested an update on the timeline for the Phase III ADAM trial data.

    Answer

    Ralph Torbay, EVP of Commercial, attributed U.S. growth to deeper penetration into the community setting (from 65% to 68%) and an increased duration of therapy, but expects growth to moderate. Mohammed Dar, CMO, explained that the ADAM trial is in early site activation and accrual could take up to three years, making it too early to predict a precise data readout timeline.

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    Adam Ferrari's questions to Halozyme Therapeutics Inc (HALO) leadership

    Adam Ferrari's questions to Halozyme Therapeutics Inc (HALO) leadership • Q2 2025

    Question

    Adam Ferrari from JPMorgan Chase & Co. asked for clarity on the timeline for when Halozyme might expect to receive royalties related to its MDACE patents from Merck.

    Answer

    President and CEO Dr. Helen Torley explained there is no clear timeline for resolution. It could come from a settlement with Merck at any time, or upon a successful outcome in the district court case, which is expected to take a couple of years. She emphasized that the court case date has not yet been set.

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    Adam Ferrari's questions to BioMarin Pharmaceutical Inc (BMRN) leadership

    Adam Ferrari's questions to BioMarin Pharmaceutical Inc (BMRN) leadership • Q2 2025

    Question

    Adam Ferrari, asking for Jessica Fye at JPMorgan, requested an update on the timeline for the next developments in the ongoing ITC proceedings.

    Answer

    Alexander Hardy, President and CEO, provided the publicly communicated timeline from the ITC. He stated that the initial determination is expected on June 8, 2026, with a target completion date for the investigation set for October 8, 2026. He also mentioned the possibility of an earlier summary determination.

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    Adam Ferrari's questions to Alkermes Plc (ALKS) leadership

    Adam Ferrari's questions to Alkermes Plc (ALKS) leadership • Q2 2025

    Question

    Adam Ferrari of J.P. Morgan, on behalf of Jessica Fye, asked for the potency selectivity of elixorexant for the orexin-2 receptor (OX2R) over the orexin-1 receptor (OX1R).

    Answer

    Craig Hopkinson, EVP, R&D and Chief Medical Officer, provided a direct answer, stating that elixorexant is 5,000-fold more selective for the OX2R.

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