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    Ash Verma • UBS

    Ash Verma's questions to Avadel Pharmaceuticals PLC (AVDL) leadership

    Ash Verma's questions to Avadel Pharmaceuticals PLC (AVDL) leadership • Q1 2025

    Question

    On behalf of Ash Verma at UBS, a question was asked about Avadel's confidence in preventing a competitor from blocking a future IH approval with another injunction. Further questions covered goals for the patient mix and the potential impact of generic entry in 2026 on market pricing.

    Answer

    CEO Gregory Divis expressed confidence, citing Avadel's track record of success in overcoming legal challenges and establishing LUMRYZ's clinical superiority. On patient mix, CFO Thomas McHugh reiterated the focus is on growing all patient segments. Regarding generics, Divis stated he expects minimal impact, similar to the current authorized generic, and believes LUMRYZ is well-positioned to capture patients who may be required to step-through a generic first.

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    Ash Verma's questions to Incyte Corp (INCY) leadership

    Ash Verma's questions to Incyte Corp (INCY) leadership • Q1 2025

    Question

    Ash Verma asked for Incyte's expectations regarding the efficacy outcomes for the Phase III inMIND and frontMIND studies of Monjuvi (tafasitamab) in lymphoma.

    Answer

    Executive Steven Stein expressed encouragement for tafasitamab's profile, citing strong existing data in other lymphoma settings. For the event-driven first-line DLBCL study, he noted data is expected soon and that the drug's mechanism, which preserves CD19 expression, is a key attribute. He indicated a submission would follow rapidly after a positive result.

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