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    Antonio Arce • H.C. Wainwright & Co.

    Antonio Eduardo Arce is a Managing Director of Equity Research and Senior Healthcare Analyst at H.C. Wainwright & Co., specializing in coverage of innovative biopharmaceutical and life sciences companies. He covers firms such as Aurinia Pharmaceuticals and DURECT Corporation, and is noted for his long-standing coverage—such as over 12 years with Trevena—reflecting a depth of industry insight and continuity in his analysis. With more than 15 years in finance, Arce is registered with H.C. Wainwright & Co., LLC and has established a reputation for detailed, sector-focused research analysis. He maintains professional credentials with industry-standard registrations and licenses, supporting a strong client and market credibility.

    Antonio Arce's questions to Clearside Biomedical Inc (CLSD) leadership

    Antonio Arce's questions to Clearside Biomedical Inc (CLSD) leadership • Q3 2024

    Question

    Speaking for Yi Chen, Antonio Arce asked about potential FDA concerns with redosing a TKI within six months, the estimated cost of the Phase III wet AMD program, the scientific rationale for treating geographic atrophy as a choroidal disease, and the timeline for an IND submission for the GA program.

    Answer

    Chief Medical Officer Dr. Victor Chong stated the company has no concerns about the FDA's view on redosing, citing positive safety data from multiple doses in the Phase II study. CEO George Lasezkay said it is premature to discuss Phase III costs. Dr. Chong explained that GA is considered a choroidal disease because choroidal damage precedes RPE cell death, and it is too early to provide a specific IND timeline, though they are advancing toward a lead candidate.

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    Antonio Arce's questions to Akebia Therapeutics Inc (AKBA) leadership

    Antonio Arce's questions to Akebia Therapeutics Inc (AKBA) leadership • Q3 2024

    Question

    Antonio Arce asked about Akebia's goal for dialysis center supply contract coverage by the January launch, given the current 60% level. He also inquired about the VOICE trial's timeline and its potential impact on prescribing. In a follow-up, he asked about the strategy to maintain Auryxia revenue amid upcoming generic competition, noting that all current contracts bundle both drugs.

    Answer

    Chief Commercial Officer Nick Grund stated the goal for Vafseo supply contracts is 100% coverage by launch, driven by favorable TDAPA reimbursement, a compelling pricing strategy, and strong clinical need. CEO John Butler explained the VOICE trial will enroll its first patient soon and is designed to generate outcomes data to drive utilization post-TDAPA, but is not required for regulatory approval. Regarding Auryxia, Butler positioned it as a key tool for enabling Vafseo contracts and expects to maintain revenue in 2025 due to limited initial generic entry and the value of a branded partner for dialysis organizations.

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    Antonio Arce's questions to Enanta Pharmaceuticals Inc (ENTA) leadership

    Antonio Arce's questions to Enanta Pharmaceuticals Inc (ENTA) leadership • Q4 2023

    Question

    Asked about the success criteria for the EDP-323 challenge study in terms of AUC reduction, the rationale for testing two doses, and the timing and nature (small molecule) of the upcoming nonvirology program announcements.

    Answer

    The company aims for EDP-323's efficacy to be in the ballpark of EDP-938's strong challenge study results. The two-dose regimen test is to explore a potentially more cost-effective dosing strategy. They confirmed the new programs will be primarily small molecules and will be announced early in 2024.

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