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    Asim Rana • Truist Securities

    Asim Rana's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership

    Asim Rana's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q2 2025

    Question

    Asim Rana, on for Joon Lee, inquired about the impact of the increased sales force size on Firdapse and Agamry uptake since April and asked for guidance on the expected growth trajectory for Firdapse over the next few quarters.

    Answer

    EVP & Chief Commercial Officer Jeff Del Carmen stated that while it's still early, the dedicated sales forces have led to increased physician engagement, deeper account relationships, and more frequent interactions. He highlighted strong leading indicators, such as new patient enrollments in July, and reaffirmed full-year guidance, expressing confidence in Firdapse's continued growth.

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    Asim Rana's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q1 2025

    Question

    Asim Rana of Truist Securities inquired about the drivers of FIRDAPSE's 25% year-over-year growth, asking to distinguish between organic strength and the impact of the prior year's Change Healthcare disruption. He also requested the formulation split for FYCOMPA between tablets and oral suspension.

    Answer

    President and CEO Richard Daly and Chief Commercial Officer Jeffrey Del Carmen clarified that even after normalizing for the Q1 2024 Change Healthcare incident, FIRDAPSE's organic growth remained within their target 15-20% range, driven by strong new patient enrollments. Mr. Daly later corrected his initial response on FYCOMPA, stating that tablets constitute 85% of use, with the oral solution at 15%.

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    Asim Rana's questions to Axsome Therapeutics Inc (AXSM) leadership

    Asim Rana's questions to Axsome Therapeutics Inc (AXSM) leadership • Q2 2025

    Question

    Asim Rana, on for Joon Lee, asked if Axsome plans a head-to-head study of AXS-05 against Wellbutrin for smoking cessation and requested a breakdown of the sales force.

    Answer

    Chief Executive Officer Dr. Herriot Tabuteau confirmed that a registration study for smoking cessation would, by definition, require a bupropion arm to demonstrate component contribution. Chief Commercial Officer Ari Maizel provided the sales force split: approximately 300 reps for Auvelity and 100 each for Sunosi and Cimbravo.

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    Asim Rana's questions to Axsome Therapeutics Inc (AXSM) leadership • Q4 2024

    Question

    Asim Rana, on for Joon Lee, asked whether the Alzheimer's disease agitation filing for AXS-05 would be a new drug application (NDA) or a supplemental NDA (sNDA), and inquired about the status of the pre-NDA meeting for AXS-12 in narcolepsy.

    Answer

    Chief Operating Officer Mark Jacobson stated that the filing approach for Alzheimer's disease agitation has not yet been communicated but will be soon. Regarding AXS-12, he confirmed the timing for the pre-NDA meeting has not been set, and the company will share specifics on the strategy once available.

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    Asim Rana's questions to Verona Pharma PLC (VRNA) leadership

    Asim Rana's questions to Verona Pharma PLC (VRNA) leadership • Q1 2025

    Question

    Asim Rana, on for Joon Lee, asked what the company is hearing from Tier 1 physicians who have not yet prescribed Ohtuvayre and requested details on the newly granted Orange Book-listed patent.

    Answer

    CEO David Zaccardelli explained the new patent, expiring in 2044, relates to the purity aspects and unique chemical 'fingerprint' of ensifentrine. Chief Commercial Officer Christopher Martin addressed the Tier 1 prescribers, stating that market research shows non-prescribers have similar positive sentiment to prescribers. He noted that adoption can be slower for some physicians who wait for peer discussions or guideline updates, and expects the number of Tier 1 prescribers to continue increasing as these events occur.

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    Asim Rana's questions to Verona Pharma PLC (VRNA) leadership • Q1 2025

    Question

    Asim Rana, on for Joon Lee at Truist Securities, asked for the reasons why some Tier 1 physicians have not yet prescribed Ohtuvayre and requested details on the newly granted Orange Book-listed patent.

    Answer

    CEO David Zaccardelli explained the new patent, expiring in 2044, covers the unique purity aspects and chemical 'fingerprint' of ensifentrine. CCO Christopher Martin added that with ~60% of Tier 1 physicians already prescribing, the remainder are likely slower adopters waiting for more peer discussion or time with new guidelines. He emphasized that market research shows their future intent to prescribe is just as high.

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    Asim Rana's questions to Viking Therapeutics Inc (VKTX) leadership

    Asim Rana's questions to Viking Therapeutics Inc (VKTX) leadership • Q1 2025

    Question

    Asim Rana inquired about the data release timeline for the Phase II VENTURE-Oral trial, specifically whether the 4-week follow-up data would be included in the top-line results. He also asked about the planned timing for introducing the auto-injector into the Phase III program and the associated bridging study.

    Answer

    Brian Lian, President and CEO, clarified that the top-line data for the oral study would likely be released before the 4-week follow-up data is available. He projected that the auto-injector would be introduced into the Phase III program early next year, with an interim bridging study comparing it to the current vial and syringe formulation.

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    Asim Rana's questions to Viking Therapeutics Inc (VKTX) leadership • Q4 2024

    Question

    Asim Rana, on for Joon Lee, asked if the Phase III studies would include differentiating elements beyond standard weight loss, the expected patient recruitment timeline, whether the trials would start concurrently, and if the API has been secured.

    Answer

    CEO Brian Lian stated the primary endpoint will be body weight change, with the diabetes study also including glycemic endpoints. He could not provide guidance on recruitment timelines yet but confirmed that Viking has secured the necessary API for both studies and aims to start them as concurrently as possible.

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    Asim Rana's questions to Corcept Therapeutics Inc (CORT) leadership

    Asim Rana's questions to Corcept Therapeutics Inc (CORT) leadership • Q4 2024

    Question

    Asim Rana of Truist Securities asked for the specific reason behind the change in the ROSELLA study's endpoint and whether the FDA had formally agreed to it. He also inquired about the factors baked into the 2025 revenue guidance, particularly in light of the flat quarter-over-quarter revenue.

    Answer

    Chief Development Officer William Guyer confirmed the endpoint change resulted from collaborative discussions with the FDA and EMA, and the FDA is in agreement. President of Endocrinology Sean Maduck attributed the flat Q4 revenue to temporary operational challenges at a pharmacy partner, which are being resolved. He stated the guidance reflects confidence in overcoming these issues and capitalizing on an expanding market, with a long-term goal of $3-$5 billion in annual revenue. CEO Joseph K. Belanoff added that CATALYST data validates the larger market opportunity.

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