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    Andrea Tan • Goldman Sachs

    Andrea Tan's questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership

    Andrea Tan's questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership • Q2 2025

    Question

    Andrea Tan from Goldman Sachs, on behalf of Andrea Newkirk, inquired about Arrowhead's strategy for advancing its two obesity candidates, ARO-ALK7 and ARO-INHBE, and whether the company plans to develop both or select one after initial data.

    Answer

    An executive explained the plan is to advance both candidates through Phase I to assess data before choosing one to move forward. He noted ARO-INHBE uses a well-vetted platform, while ARO-ALK7 uses a novel one, justifying the parallel approach to de-risk the programs. He also mentioned potential for partnerships and that more obesity assets are in the pipeline.

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    Andrea Tan's questions to Insmed Inc (INSM) leadership

    Andrea Tan's questions to Insmed Inc (INSM) leadership • Q1 2025

    Question

    Andrea Tan asked about the potential impact of Most Favored Nation (MFN) legislation on Brensocatib's global pricing strategy and what trends are emerging from the patient disease awareness website ahead of the launch.

    Answer

    CEO William Lewis explained that Insmed is in a strong position as it will set U.S. pricing for Brensocatib first, providing flexibility to adapt to any new legislation. He noted the high engagement on the awareness website from over 53,000 self-identified patients indicates a favorable launch environment, though it's difficult to predict if this will result in an initial patient bolus.

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    Andrea Tan's questions to Insmed Inc (INSM) leadership • Q1 2025

    Question

    Andrea Tan asked about the potential impact of MFN legislation on Brensocatib's global pricing strategy and what trends are emerging from the patient disease awareness website ahead of the launch.

    Answer

    CEO William Lewis stated that Insmed is in a strong position to adapt to any pricing legislation as it will set U.S. prices first, giving it flexibility. He noted the company's history of pricing ARIKAYCE at parity across regions. Regarding the launch, he highlighted favorable engagement from both patients and physicians, with over 53,000 self-identified patients on its website, but noted it's hard to predict if there will be an initial patient bolus.

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    Andrea Tan's questions to Day One Biopharmaceuticals Inc (DAWN) leadership

    Andrea Tan's questions to Day One Biopharmaceuticals Inc (DAWN) leadership • Q1 2025

    Question

    Andrea Tan of Goldman Sachs asked about the European market for tovorafenib (OJEMDA) following its acceptance by the EMA, inquiring about market differences from the U.S., prescribing behaviors, and the receptiveness to ORR data versus outcomes endpoints.

    Answer

    CEO Dr. Jeremy Bender stated that the European patient population and overall market shape are quite similar to the U.S., with the main difference being significantly less off-label drug use in Europe. He confirmed that European physicians who treat pLGG also consider overall response rate (ORR) a key efficacy metric, similar to their U.S. counterparts.

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    Andrea Tan's questions to Krystal Biotech Inc (KRYS) leadership

    Andrea Tan's questions to Krystal Biotech Inc (KRYS) leadership • Q1 2025

    Question

    Andrea Tan asked how Krystal views VYJUVEK's utilization following a competitor's recent approval and what to expect from the upcoming ASCO data presentation for KB707.

    Answer

    Suma Krishnan, President of R&D, stated they do not consider the other product competitive, highlighting VYJUVEK's superior profile in terms of label breadth, safety, efficacy data, and convenience. Regarding ASCO, she announced the poster talk will feature updated data on KB707 in NSCLC patients, including several more months of follow-up, revised efficacy numbers, and tumor scan images.

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    Andrea Tan's questions to Tarsus Pharmaceuticals Inc (TARS) leadership

    Andrea Tan's questions to Tarsus Pharmaceuticals Inc (TARS) leadership • Q1 2025

    Question

    Andrea Tan asked about the primary drivers behind the increase in repeat prescribing frequency (from monthly to weekly/daily) and whether patient retreatments have become more significant.

    Answer

    CCO Aziz Mottiwala identified the expanded sales force and broad insurance coverage (over 90% of lives) as the key near-term drivers for increased prescribing frequency. CEO Bobak Azamian added that physicians are amazed by the drug's efficacy, which motivates them to prescribe more. Regarding retreatments, Mottiwala stated that while new patient acquisition is the core focus, they see a positive trend with a high single-digit refill rate in IQVIA data, supporting their estimate of a 20% annualized retreatment rate as a long-term growth driver.

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    Andrea Tan's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership

    Andrea Tan's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership • Q1 2025

    Question

    Andrea Tan asked about expectations for payer reauthorization requirements and the long-term persistency of patients on Rezdiffra.

    Answer

    CEO William Sibold explained that 12-month reauthorizations are standard and not a concern, as they typically require stabilization or improvement on non-invasive tests. He expressed confidence in high persistency rates, similar to other well-tolerated orals, driven by strong real-world efficacy feedback from physicians and patients.

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    Andrea Tan's questions to Abcellera Biologics Inc (ABCL) leadership

    Andrea Tan's questions to Abcellera Biologics Inc (ABCL) leadership • Q4 2024

    Question

    Andrea Tan from Goldman Sachs asked for more details on the attrition rate for partner-initiated programs and its expected trend. She also questioned the rationale for reducing new partnerships and the long-term impact on new program starts.

    Answer

    CFO Andrew Booth stated that the attrition rate for partnered programs is consistent with expectations, with over half of all programs still progressing. CEO Carl L. Hansen added that the reduction in partnerships stems from a strategic decision in late 2023 to focus on becoming a clinical-stage biotech. He clarified that AbCellera remains active in partnering on its T-cell engager (TCE) platform and for opportunistic technology collaborations that align with their strategic criteria.

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    Andrea Tan's questions to Abcellera Biologics Inc (ABCL) leadership • Q3 2024

    Question

    Andrea Tan from Goldman Sachs asked for more specific details about the data AbCellera planned to present for its T cell engager (TCE) platform at the upcoming SITC conference.

    Answer

    President and CEO Dr. Carl Hansen stated that the SITC presentation would feature updated platform data, highlighting programs that use their unique TAA and CD3 antibody panels. He added that they will also present early work on developing trispecific TCEs designed to provide co-stimulation for more sustained T cell killing, noting this research is still in progress.

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