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    Andres Maldonado • H.C. Wainwright & Co.

    Andres Maldonado's questions to Scholar Rock Holding Corp (SRRK) leadership

    Andres Maldonado's questions to Scholar Rock Holding Corp (SRRK) leadership • Q1 2025

    Question

    Andres Maldonado inquired about the potential for securing a commercial partner for Europe and how the company is prioritizing the development of apitegromab in additional indications.

    Answer

    CEO David Hallal firmly stated that securing a partner is not a priority, as the management team is highly experienced and fully capable of executing a global launch directly. He reiterated that decisions on expanding into new indications will be data-driven, with further updates to be provided by the R&D team later in the year.

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    Andres Maldonado's questions to Day One Biopharmaceuticals Inc (DAWN) leadership

    Andres Maldonado's questions to Day One Biopharmaceuticals Inc (DAWN) leadership • Q1 2025

    Question

    Andres Maldonado from H.C. Wainwright & Co. asked about OJEMDA's long-term positioning against other therapies like MEK inhibitors and the company's appetite for business development given its strong cash position.

    Answer

    CEO Dr. Jeremy Bender explained the goal is to establish OJEMDA as the second-line standard of care for BRAF fusion pLGG by demonstrating a superior profile to entrenched off-label therapies. COO & CFO Charles York added that business development is critical for long-term growth and the company is actively evaluating opportunities with a high bar for investment, noting that adding one more program to the pipeline would be a great start.

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    Andres Maldonado's questions to Day One Biopharmaceuticals Inc (DAWN) leadership • Q4 2024

    Question

    Andres Maldonado asked about the assumptions underlying the FIREFLY-2 enrollment guidance, particularly regarding potential off-label frontline use of OJEMDA. He also questioned the conviction behind using an ADC modality for the unique PTK7 target.

    Answer

    CEO Jeremy Bender stated the FIREFLY-2 enrollment projection is based on real-time site enrollment rates and is not influenced by the very modest off-label frontline use observed. Regarding DAY301, he explained that conviction in the PTK7 target was established by a prior ADC program (cofetuzumab pelidotin) that showed efficacy, and Day One's thesis is that DAY301's different payload and properties will yield a superior therapeutic index.

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    Andres Maldonado's questions to Day One Biopharmaceuticals Inc (DAWN) leadership • Q3 2024

    Question

    Andres Maldonado of H.C. Wainwright & Co. asked about the ex-U.S. launch strategy with Ipsen and the development plan for the PTK7 ADC (DAY301), specifically regarding potential combination therapies.

    Answer

    CEO Jeremy Bender highlighted the strategic alignment with Ipsen for ex-U.S. registration, noting OJEMDA's unique Type 2 RAF inhibitor mechanism. Both Bender and Dr. Samuel Blackman, Head of R&D, stated the immediate focus for DAY301 is on demonstrating monotherapy activity before exploring combinations.

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