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    Andy Hsieh • William Blair & Company

    Andy Hsieh's questions to Altimmune Inc (ALT) leadership

    Andy Hsieh's questions to Altimmune Inc (ALT) leadership • Q2 2025

    Question

    Andy Hsieh of William Blair & Company asked for details on the technology behind Altimmune's oral pemvidutide program and its strategic positioning within the company's portfolio.

    Answer

    Management revealed a recent 'big breakthrough' in the oral program, highlighting that their technology is designed to avoid food restrictions and be viable from a cost-of-goods perspective. CEO Dr. Vipin Garg positioned the oral formulation as a key life cycle management strategy to enhance the commercial value proposition of pemvidutide in a growing market.

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    Andy Hsieh's questions to Lantheus Holdings Inc (LNTH) leadership

    Andy Hsieh's questions to Lantheus Holdings Inc (LNTH) leadership • Q2 2025

    Question

    Andy Hsieh of William Blair & Company asked about Lantheus's strategy to increase the use of its agents in the prodromal Alzheimer's population, given the emergence of blood-based biomarkers for screening.

    Answer

    CEO Brian Markison positioned blood-based tests as a "market expansion opportunity" that helps identify patients and refer them to neurologists for a definitive PET scan. He emphasized that Lantheus's tracers are more sensitive and have better resolution than first-generation agents, making them crucial for early diagnosis and selecting patients for new therapies.

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    Andy Hsieh's questions to Exelixis Inc (EXEL) leadership

    Andy Hsieh's questions to Exelixis Inc (EXEL) leadership • Q2 2025

    Question

    Andy Hsieh from William Blair inquired about the percentage of CRC patients considered high-risk post-adjuvant and whether the STELLAR-303 safety profile could inform treatment duration in a potential adjuvant trial.

    Answer

    EVP & CMO Amy Peterson noted that high-risk patients face recurrence in months, not years. CEO Michael Morrissey added that while not providing a specific market size, the commercial opportunity in the post-adjuvant CRC and meningioma settings is estimated to be three times larger than the discontinued head and neck indication.

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    Andy Hsieh's questions to Viking Therapeutics Inc (VKTX) leadership

    Andy Hsieh's questions to Viking Therapeutics Inc (VKTX) leadership • Q2 2025

    Question

    Andy Hsieh from William Blair asked for clarification on the 26-week titration period in the 78-week Phase III trial. He also inquired if the staggered dosing scheme relative to competitor products was motivated by potential reimbursement advantages.

    Answer

    President & CEO Brian Lian confirmed the 26-week titration period followed by 52 weeks on the final dose. Regarding dosing, he explained that while having multiple approved dose options like 7.5mg could be attractive for maintenance and reimbursement, the primary driver for dose selection was the potential for good safety, tolerability, and efficacy based on prior data.

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    Andy Hsieh's questions to Insmed Inc (INSM) leadership

    Andy Hsieh's questions to Insmed Inc (INSM) leadership • Q1 2025

    Question

    An associate for Andy Hsieh asked if a recent patient death in a competitor's gene therapy trial has influenced Insmed's development strategy for its own gene therapy programs.

    Answer

    CEO William Lewis differentiated Insmed's approach, highlighting its use of an intrathecal delivery method that requires lower doses and bypasses the liver, a key site of immune reactions. He stressed that their strategy, which includes taking extra time on development and focusing on CMC, is designed to enhance safety in light of concerns across the field.

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