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    Arthur He • H.C. Wainwright & Co.

    Arthur He is a Senior Equity Analyst at H.C. Wainwright & Co., specializing in the biotechnology and therapeutics sectors with coverage on companies such as LAVA Therapeutics, Aurinia Pharmaceuticals, Adaptimmune Therapeutics, Nektar Therapeutics, Solid Biosciences, Vera Therapeutics, Prime Medicine, Adagene, and BioAtla. He has issued more than 140 ratings, maintaining a 50% success rate and generating an average return of 17.6% per recommendation over a one-year period, achieving a top-1,000 analyst ranking on TipRanks and notable outcomes like a +269% return on Poseida Therapeutics. Active since at least 2023 at H.C. Wainwright, details on prior firms are limited, but he holds the Chartered Financial Analyst (CFA) designation and is recognized for his quantitative research. His professional credentials include the CFA and likely FINRA securities licenses required for his role.

    Arthur He's questions to Nektar Therapeutics (NKTR) leadership

    Arthur He's questions to Nektar Therapeutics (NKTR) leadership • Q1 2025

    Question

    Arthur He from H.C. Wainwright inquired about the potential design of a maintenance phase for the alopecia areata (AA) study, should the current Phase IIb trial prove successful. He also asked for a technical clarification on the follow-up period for patients receiving extended treatment.

    Answer

    Executive Jonathan Zalevsky explained that a future Phase III AA study would likely mirror the atopic dermatitis approach, with a higher-frequency induction period followed by a lower-frequency maintenance regimen. He clarified that all patients in the current study, including those with treatment extensions, have a 24-week off-drug follow-up period.

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    Arthur He's questions to Nektar Therapeutics (NKTR) leadership • Q3 2024

    Question

    Arthur He from H.C. Wainwright & Co. asked for clarification on the atopic dermatitis study design, specifically whether patients could receive continuous treatment during the 52-week follow-up period.

    Answer

    Chief R&D Officer Dr. Jonathan Zalevsky clarified that after the 52-week treatment period (16-week induction plus 36-week maintenance), patients will be followed for an additional 52 weeks with no further treatment. He stated the objective is to assess the potential remittive effect of REZPEG one year after therapy has concluded.

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    Arthur He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership

    Arthur He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership • Q3 2024

    Question

    Arthur He asked about the real-world screening rates for MAGE-A4 and HLA compared to previous guidance and questioned the reason for lete-cel's longer duration of response (DoR) in synovial sarcoma versus afami-cel (Tecelra).

    Answer

    CEO Adrian Rawcliffe explained it's too early to confirm real-world screening rates but sees no reason to deviate from estimates derived from large clinical trial populations. Regarding the DoR, he and executive Dennis Williams noted the data is still maturing and that median DoR can be volatile with small patient numbers. They emphasized that both therapies show impressive durability and comparing across different trials and subpopulations is complex.

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