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    Brian Kemp Dolliver • Brookline Capital Markets

    Brian Kemp Dolliver's questions to Y-mAbs Therapeutics Inc (YMAB) leadership

    Brian Kemp Dolliver's questions to Y-mAbs Therapeutics Inc (YMAB) leadership • Q1 2025

    Question

    Brian Kemp Dolliver asked about the stabilization of treatment cycles per patient for DANYELZA and inquired about the initiation status and site involvement for the new investigator-sponsored trial within the COG network.

    Answer

    DANYELZA Business Unit Head Doug Gentilcore noted year-over-year growth in vials per patient but emphasized the focus is on penetrating large accounts. Regarding the trial, he stated it will involve multiple key COG facilities and anticipates a 'very near-term start,' with the setup being managed by the lead investigator.

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    Brian Kemp Dolliver's questions to Y-mAbs Therapeutics Inc (YMAB) leadership • Q4 2024

    Question

    Brian Kemp Dolliver from Brookline Capital Markets asked about the dynamics of patients cycling off DFMO, recent changes in payer mix, DANYELZA's WACC increases relative to competitors, and the company's efforts to engage with Children's Oncology Group (COG) sites.

    Answer

    CEO Michael Rossi stated that patient cycling is factored into their models. CFO Peter Pfreundschuh confirmed a 7% WACC increase for DANYELZA in 2025, noting it was less aggressive than competitors. He also mentioned the payer mix has shifted more towards Medicaid institutions over the last 1.5-2 years but is expected to stabilize. Rossi added that Y-mAbs is actively working with leading COG sites, with clinical trials ongoing and planned, to increase penetration and experience with DANYELZA.

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    Brian Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership

    Brian Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership • Q4 2024

    Question

    Brian Kemp Dolliver asked about the prospects for PNT2002, suggesting they may look more appealing given the final hazard ratio from the competitor's PSMAfore trial.

    Answer

    CEO Brian Markison expressed low confidence in securing FDA approval for PNT2002. He noted that the trial was underdosed, and the suboptimal overall survival hazard ratio may not improve. The company will wait for the final study readout to determine the next steps but is not expecting an approval in the near future.

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    Brian Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership • Q3 2024

    Question

    Brian Kemp Dolliver posed a hypothetical question about PNT2002, asking for the expected timeframe to complete the trial if the FDA requires waiting for 100% of overall survival events.

    Answer

    Executive Mark Kinarney clarified the question pertained to the FDA, not CMS. He stated that while it's not unreasonable to think the trial could conclude in the first quarter of the next year based on event rates, he preferred not to speculate on a definitive timeline. He emphasized the next steps are to confer with their partner, Eli Lilly, and engage with the agency on a path forward.

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