Sign in

    Alex Thompson • Stifel Financial Corp.

    Alex Thompson's questions to Kymera Therapeutics Inc (KYMR) leadership

    Alex Thompson's questions to Kymera Therapeutics Inc (KYMR) leadership • Q2 2025

    Question

    Alex Thompson of Stifel asked about the chemical scaffold of the next-generation STAT6 degrader compared to KT-621 and inquired about the timing for a potential decision to split indications between the two assets.

    Answer

    CEO Nello Mainolfi described their chemistry platform as having a "plethora" of different scaffolds and binding moieties, providing significant IP protection. He explained that it is too early to define a strategy for splitting indications, and the company is focused on maintaining maximum optionality, especially now that its recent financing enables the initiation of multiple Phase 3 studies.

    Ask Fintool Equity Research AI

    Alex Thompson's questions to Ascendis Pharma A/S (ASND) leadership

    Alex Thompson's questions to Ascendis Pharma A/S (ASND) leadership • Q2 2025

    Question

    Alex Thompson from Stifel asked about the proportion of Yorvipath prescribers who have multiple patients on therapy and how that trend might be evolving.

    Answer

    President & CEO Jan Møller Mikkelsen stated that the company does not yet have sufficient data to comment on the trend of prescribers treating multiple patients.

    Ask Fintool Equity Research AI

    Alex Thompson's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Alex Thompson's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q2 2025

    Question

    An analyst on behalf of Alex Thompson from Stifel Financial Corp. asked how many patients are currently in the open-label extension (OLE) for paltusotine and how quickly they are expected to transition to commercial drug post-launch.

    Answer

    CEO R. Scott Struthers noted that OLE patients are located globally. Chief Medical & Development Officer Dana Pizzuti clarified that a decision on the transition will be made after the PDUFA date and that only a small number of the total OLE patients are in the U.S. and would be eligible to switch to the commercial supply.

    Ask Fintool Equity Research AI

    Alex Thompson's questions to Travere Therapeutics Inc (TVTX) leadership

    Alex Thompson's questions to Travere Therapeutics Inc (TVTX) leadership • Q2 2025

    Question

    Alex Thompson from Stifel inquired about the launch progress by partner CSL Vifor in Europe and when Travere might expect to see meaningful royalty revenue from ex-U.S. sales.

    Answer

    President & CEO Dr. Eric Dube deferred to CSL Vifor for specific performance commentary. CFO Chris Cline added that as CSL Vifor progresses through the country-by-country reimbursement process, revenues and subsequent royalties are expected to pick up, and the company will share more information as it becomes available.

    Ask Fintool Equity Research AI

    Alex Thompson's questions to argenx SE (ARGX) leadership

    Alex Thompson's questions to argenx SE (ARGX) leadership • Q2 2025

    Question

    Alex Thompson from Stifel Institutional inquired about the evolution of Vyvgart cycles per year in Myasthenia Gravis (MG) and whether a higher gross price per patient was a key driver of the increased gross-to-net ratio.

    Answer

    CFO Karl Gubitz clarified that net revenue per patient for MG and CIDP remains consistent, with variables like product mix and utilization offsetting the gross-to-net impact, and confirmed no US price increases in 2025. COO Karen Massey added that while the company guides to five cycles per year for MG, the convenience of the prefilled syringe (PFS) could drive higher utilization as patients aim to maintain Minimum Symptom Expression (MSE).

    Ask Fintool Equity Research AI