Brandon Frith is an Equity Research Associate at Wolfe Research, LLC, specializing in providing in-depth analysis for institutional clients across targeted market sectors. He began his career after graduating in 2024 with a finance degree from Loyola Marymount University and joined Wolfe Research directly out of college. While performance metrics and specific company coverage are not yet publicly reported due to his recent entry into the industry, his academic and early professional background indicate foundational expertise in financial research and valuation. Frith is expected to pursue professional securities licenses such as the FINRA Series 7 and 63 as part of his role at Wolfe Research.
Brandon Frith asked if Roivant has provided any analogs for the DM launch and what to expect for its cadence out of the gates and longer term.
CEO Matthew Gline stated there are no direct analogs for DM due to high unmet need but few recent novel therapies. He guided cautiously on launch speed, emphasizing the large overall market opportunity and high unmet patient need for peak penetration.
Brandon Frith asked for analogs for the DM launch and expectations for its cadence, both initially and long-term.
CEO Matt Gline stated there are no great analogs for DM due to its high unmet need and lack of recent novel therapies. He indicated a cautious approach to launch speed guidance but expressed confidence in the large overall market opportunity and the focus on achieving a strong long-term trajectory.
Brandon Frith asked if HS data would include high score data at the top-line readout and how BRINSUPRI might fit into the HS landscape.
Martina Flammer, Chief Medical Officer, confirmed that secondary endpoints of HiSCR 50 and HiSCR 75 would be assessed at the 16-week top-line readout. She anticipated that the full impact on HiSCR would be clearer at 52 weeks, which will be a key focus for the Phase III program.
On behalf of Andy Chen at Wolfe Research, Brandon Frith asked what specific data Intellia aims to generate with the expanded MAGNITUDE study to be compelling to payers and physicians.
EVP & CMO David Lebwohl explained that as tafamidis becomes the standard of care, it is critical to demonstrate a statistically significant and clinically meaningful benefit on top of it. CEO John Leonard added that the goal is to generate "absolutely unambiguous" data across the entire treatment spectrum—monotherapy, combination therapy, and standard of care—to clearly differentiate the product in the market.
Performance on expert-authored financial analysis tasks
