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    Avi Novak

    Research Analyst at Morgan Stanley

    Avi Novak is an analyst at Morgan Stanley, specializing in financial analysis and investment strategies for high-net-worth individuals and institutional clients. He is responsible for providing actionable insights on market trends and has contributed to client portfolio construction with evidence-based recommendations. Avi began his career with experience in wealth management and financial advisory and joined Morgan Stanley to further deepen his expertise in alternative investments. He holds FINRA securities licenses and maintains registration as a General Securities Representative, reflecting his professional credentials and commitment to industry standards.

    Avi Novak's questions to Vir Biotechnology (VIR) leadership

    Avi Novak's questions to Vir Biotechnology (VIR) leadership • Q1 2025

    Question

    Avi Novak, on behalf of Mike Ulz, asked for VIR's perspective on the competitive positioning of its PSMA-targeting T-cell engager, VIR-5500, following updated data from a competitor. He also questioned whether a median PFS of around 7.5 months is considered an achievable benchmark.

    Answer

    Marianne De Backer (Executive) expressed encouragement about the progress of masked T-cell engagers in general. She differentiated VIR's PRO-XTEN platform by highlighting its dual-mask technology, favorable safety profile with low CRS rates without prophylactic steroids, and a longer half-life enabling a more convenient Q3-week dosing schedule, which she noted is critical for tolerability and use in earlier lines of therapy.

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