Sign in

    Benjamin Burnett • Stifel

    Benjamin Burnett's questions to Iovance Biotherapeutics Inc (IOVA) leadership

    Benjamin Burnett's questions to Iovance Biotherapeutics Inc (IOVA) leadership • Q4 2024

    Question

    Benjamin Burnett asked for physician feedback on the evolving competitive landscape in advanced melanoma, particularly regarding a potential new entrant expected later in the year.

    Answer

    Interim CEO and President Frederick Vogt stated that Iovance views the potential new entrant as very similar to the currently marketed T-VEC, with clinical data from a much earlier-line patient population that is not comparable to Amtagvi's. He concluded that they do not anticipate a significant impact on the Amtagvi launch.

    Ask Fintool Equity Research AI

    Benjamin Burnett's questions to Iovance Biotherapeutics Inc (IOVA) leadership • Q3 2024

    Question

    Benjamin Burnett of Stifel asked about Iovance's path to achieving its 70% gross margin goal and the specific operational levers that will be utilized to reach that target.

    Answer

    Interim CEO Frederick Vogt and CFO Jean-Marc Bellemin responded. They explained that increased capacity utilization at the company's ICTC facility is a primary driver. They also cited ongoing operational excellence initiatives, process improvements, automation, and better raw material cost management as key levers to improve margins over time.

    Ask Fintool Equity Research AI

    Benjamin Burnett's questions to Revolution Medicines Inc (RVMD) leadership

    Benjamin Burnett's questions to Revolution Medicines Inc (RVMD) leadership • Q4 2024

    Question

    Benjamin Burnett of Stifel requested more details on the planned Q2 data update for zoldonrasib and asked about overlapping toxicities and the perceived debate around combining daraxonrasib with chemotherapy.

    Answer

    CEO Dr. Mark Goldsmith declined to provide more color on the upcoming zoldonrasib data. He clarified there is no 'debate' on combinability, but rather a fundamental challenge that standard-of-care chemotherapy alone is often poorly tolerated by PDAC patients. The focus is on managing the chemo backbone's toxicity to ensure continuous, effective dosing of daraxonrasib.

    Ask Fintool Equity Research AI

    Benjamin Burnett's questions to Precigen Inc (PGEN) leadership

    Benjamin Burnett's questions to Precigen Inc (PGEN) leadership • Q2 2024

    Question

    On behalf of Benjamin Burnett, Carolina Ibanez-Ventoso asked about the key factors for commencing the rolling BLA submission for PRGN-2012 and whether the company anticipates an AdCom meeting with the FDA.

    Answer

    Dr. Helen Sabzevari, President and CEO, confirmed that Precigen is on track to submit the BLA by the end of 2024, highlighting the drug's differentiated subcutaneous delivery and strong efficacy. Regarding a potential AdCom, she noted that while it is the FDA's decision, the remarkable consistency between the Phase I (50% complete response) and Phase II (52% complete response) pivotal trials suggests a strong, clear-cut data package that may not necessitate one.

    Ask Fintool Equity Research AI