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    Ben Jackson • Jefferies

    Ben Jackson's questions to Sanofi SA (SNY) leadership

    Ben Jackson's questions to Sanofi SA (SNY) leadership • Q2 2025

    Question

    Ben Jackson of Jefferies asked which endpoints for amlotelimab are most important to physicians, particularly regarding itch, and if the OX40 mechanism itself could benefit itch.

    Answer

    EVP & Head of R&D Houman Ashrafian stated that the OX40 ligand's effect on the neuroinflammatory axis could positively impact itch. He emphasized that IGA 0/1 and EASI-75 are the key 'entry ticket' endpoints for both regulators and the clinical community in the underpenetrated atopic dermatitis market.

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    Ben Jackson's questions to Pharming Group NV (PHAR) leadership

    Ben Jackson's questions to Pharming Group NV (PHAR) leadership • Q2 2025

    Question

    Ben Jackson of Jefferies pressed for more specific details on the bottlenecks affecting the rate of VUS patient uptake for Joenja. He also asked for clarification on the potential for a broader clinical phenotype for APDS, including the regulatory pathway and timeline for expanding the addressable patient population based on these new findings.

    Answer

    CEO Fabrice Chouraqui identified the primary bottlenecks for VUS reclassification as the time required for genetic labs to process the new data and for physicians to reconnect with these patients. CMO Anurag Relan addressed the phenotype question, explaining that the newly identified patients are still considered to have APDS, as they have the genetic abnormality and hyperactivity in the pathway. Therefore, they would likely fall under the existing Joenja label, potentially not requiring new clinical trials for this expansion.

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    Ben Jackson's questions to Pharming Group NV (PHAR) leadership • Q4 2024

    Question

    Ben Jackson of Jefferies inquired about the breakdown of the $30 million in expected OpEx from the Abliva acquisition into recurring and non-recurring costs. He also asked about the company's potential exposure to U.S. drug tariffs and if any inventory stocking has been observed in anticipation.

    Answer

    CEO Fabrice Chouraqui explained that of the $30 million in Abliva-related OpEx, approximately $17 million is for R&D, with the remainder being non-recurring transaction and integration costs. He noted the company is monitoring the tariff situation, while CFO Jeroen Wakkerman confirmed no pre-emptive inventory buildup is planned.

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