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    Bill Maughan • Clear Street

    Bill Maughan's questions to Regenxbio Inc (RGNX) leadership

    Bill Maughan's questions to Regenxbio Inc (RGNX) leadership • Q2 2025

    Question

    Bill Maughan asked about the differentiation of RGX-202 from Sarepta's Elevidys, specifically questioning if the immune modulation regimen is the primary driver of differentiation and if its application to Elevidys could yield similar safety results.

    Answer

    President & CEO Curran Simpson responded that it is difficult to isolate the individual effects of product purity, manufacturing, and the immune regimen, as they all contribute to the overall profile. CMO Dr. Steve Pakola added that the components likely interact and that Regenxbio is the only company with clinical data on this specific combination, making it impossible to know how the regimen would perform with another product.

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    Bill Maughan's questions to Delcath Systems Inc (DCTH) leadership

    Bill Maughan's questions to Delcath Systems Inc (DCTH) leadership • Q2 2025

    Question

    Bill Maughan of Clear Street questioned the sustainability of the current treatment rate of two per month per center, asking if it could change and if the next cohort of centers would have lower utilization rates.

    Answer

    CEO Gerard Michel stated that while some high-volume centers face capacity constraints, the company is working to build referral networks and train second teams to potentially increase capacity. He does not believe the next 20 sites will necessarily be less attractive, as referral networks can be built to support them, suggesting average rates could be maintained or grow.

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    Bill Maughan's questions to Ocular Therapeutix Inc (OCUL) leadership

    Bill Maughan's questions to Ocular Therapeutix Inc (OCUL) leadership • Q2 2025

    Question

    Bill Maughan from Clear Street asked if excluding patients with high OCT fluctuations from the SOLAR trial to reduce noise could lead to a restrictive label or negative perception among prescribers.

    Answer

    Pravin Dugel, Executive Chairman, President & CEO, stated it would have the opposite effect. He argued that for clinicians, this de-risking provides more scientifically valid data. From a regulatory standpoint, he asserted that history shows this approach does not lead to label restrictions, citing his personal experience at Iveric Bio and other well-known retina trials like ANCHOR and MARINA as precedents.

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