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    Andy Chan

    Managing Director and Senior Equity Research Analyst at Wolfe Research

    Andy Chan is a Managing Director and Senior Equity Research Analyst at Wolfe Research, specializing in coverage of the U.S. restaurant and foodservice sector. He covers publicly traded companies including McDonald's, Domino's Pizza, Starbucks, Yum! Brands, Wendy's, Chipotle, and Restaurant Brands International, and has established a strong reputation for timely earnings forecasts and actionable insights. Since joining Wolfe Research in 2019 following prior experience at firms such as RBC Capital Markets, Chan has consistently ranked highly on TipRanks for accuracy and investor returns, maintaining a success rate above 70% and notable double-digit annualized returns on his recommendations. He holds a Series 7 and Series 63 FINRA registration, reflecting strong professional credentials and commitment to industry standards.

    Andy Chan's questions to INSMED (INSM) leadership

    Andy Chan's questions to INSMED (INSM) leadership • Q4 2024

    Question

    Andy Chan asked about the patient selection strategy for the chronic rhinosinusitis (CRS) without nasal polyps trial to ensure the correct patient population was being enrolled.

    Answer

    CEO Will Lewis explained that the trial focuses on the most severe patients to maximize the potential to show benefit. This includes patients who are eligible for or have already had sinus surgery, and all enrolled patients are non-responders to steroid treatment. He compared this strategy to the successful approach used for ARIKAYCE in refractory patients, targeting a population with a clear and significant unmet medical need.

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    Andy Chan's questions to Immunovant (IMVT) leadership

    Andy Chan's questions to Immunovant (IMVT) leadership • Q3 2024

    Question

    Andy Chan from Wolfe Research asked if autoantibodies are the primary driver of disease in ACPA-positive RA patients and questioned whether the 70,000 U.S. prevalence for difficult-to-treat RA is a diagnosed figure or an estimate.

    Answer

    Dr. Peter Taylor explained that while the exact contribution is unknown, FcRn is a validated target in a subgroup of RA patients, and studies with potent drugs like IMVT-1402 will clarify the role of autoantibodies. Executive Peter Salzmann confirmed the 70,000 figure is the current estimate of the diagnosed population meeting the difficult-to-treat criteria in clinical practice, and noted the number may be growing.

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    Andy Chan's questions to Immunovant (IMVT) leadership • Q3 2024

    Question

    Andy Chan asked Dr. Taylor if autoantibodies are the primary driver of disease in ACPA-positive RA patients compared to other pathways. He also asked the Immunovant team to clarify if the 70,000 U.S. prevalence for difficult-to-treat RA is a diagnosed figure or an estimate.

    Answer

    Dr. Peter Taylor explained that the exact contribution of autoantibodies is unknown, as RA is a complex disease with multiple pathways, but FcRn is a validated target in a subgroup. Executive Peter Salzmann confirmed the 70,000 figure represents the current population of diagnosed patients in clinics who meet the difficult-to-treat criteria, noting the number could grow.

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