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    Amin Makarem • Jefferies

    Amin Makarem is Vice President of Biotech Equity Research at Jefferies, covering leading biotech companies including Zymeworks, Arcturus Therapeutics, ACADIA Pharmaceuticals, and Rigel Pharmaceuticals. He joined Jefferies in July 2024 after serving as an Equity Research Senior Associate at Citigroup Global Markets and previously as a Research Associate at Needham & Co. He holds a doctorate from The Pennsylvania State University and a graduate degree from the University of Missouri, with performance tracked through regular participation in earnings calls for high-growth biotech firms and reputable industry conferences. Makarem's credentials include a proven track record in equity research and professional recognition as a published analyst in the biotechnology sector.

    Amin Makarem's questions to Celcuity Inc (CELC) leadership

    Amin Makarem's questions to Celcuity Inc (CELC) leadership • Q2 2025

    Question

    Amin Makarem of Jefferies inquired about the specifics of the upcoming full data presentation for the VICTORIA-1 PIK3CA wild-type cohort and the benchmarks for success in the PIK3CA mutant population.

    Answer

    CEO Brian Sullivan explained that the initial data presentation will focus on the primary endpoints, with subgroup analyses to follow at subsequent medical meetings. For the PIK3CA mutant cohort, he outlined two key benchmarks: achieving a statistically significant and clinically meaningful result versus the alpelisib control arm, and also comparing favorably to data from Capivasertib, which he noted is a practical benchmark used by physicians.

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    Amin Makarem's questions to Compass Therapeutics Inc. (CMPX) leadership

    Amin Makarem's questions to Compass Therapeutics Inc. (CMPX) leadership • Q2 2025

    Question

    Amin Makarem, on behalf of Maury Raycroft at Jefferies, asked for clarification on the timing of the Tivesimig PFS/OS analysis and whether the data release would be a full dataset or a topline summary.

    Answer

    CEO Thomas Schuetz stated that projecting the exact timing for reaching the 80% event threshold is difficult, but the company anticipates the analysis will read out in Q1 2026. He clarified that the initial release will be a priority dataset including PFS, OS, demographics, and top-line safety, with the full data reserved for a subsequent medical meeting.

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    Amin Makarem's questions to Rigel Pharmaceuticals Inc (RIGL) leadership

    Amin Makarem's questions to Rigel Pharmaceuticals Inc (RIGL) leadership • Q2 2025

    Question

    Amin Makarem asked how Q3 trends are shaping guidance, about potential headwinds or tailwinds for TAVALISSE and GAVRETO, and about the gross-to-net impact from Medicare Part D changes.

    Answer

    EVP & Chief Commercial Officer David Santos projected continued double-digit revenue growth but noted the IRA's affordability impact might be less pronounced in the second half of the year. EVP & CFO Dean Schorno confirmed favorable gross-to-net impacts from distribution changes, product mix, and IRA adjustments, expecting some favorability to persist without providing specific figures.

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