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    Brian Kemp Dolliver

    Research Analyst at Brookline Capital Markets, LLC

    Kemp Dolliver, CFA, is the Director of Research and Senior Analyst at Brookline Capital Markets, focusing on the healthcare sector with deep expertise in U.S. and Asian markets. He covers more than 30 healthcare companies, including names like Bellerophon Therapeutics (BLPH), and is recognized for top-performing stock picks such as a 355.5% return on BLPH between April 2022 and April 2023, with four recognitions in The Wall Street Journal’s 'Best on the Street' survey. Beginning his career with portfolio management roles at Aetna and Bank of America, Dolliver later held Managing Director positions at Cowen Inc., Avondale Partners LLC, and Religare Capital Markets, and served as Founder and CIO of Cherrystone Hill Capital Management before joining Brookline. He holds a CFA charter, FINRA securities licenses, a B.S. in Commerce from the University of Virginia’s McIntire School (where he remains on the Advisory Board), and an MBA from UVA’s Darden School of Business.

    Brian Kemp Dolliver's questions to Bioceres Crop Solutions (BIOX) leadership

    Brian Kemp Dolliver's questions to Bioceres Crop Solutions (BIOX) leadership • Q3 2025

    Question

    Brian Kemp Dolliver sought clarification on a comment that RinoTec could 'double the growth' of the Crop Protection platform, asking for the baseline and timeframe for that projection.

    Answer

    CCO Milen Marinov clarified the comment was specific to the U.S. market and referred to doubling biocontrol revenue over the next 5-7 years. He projected a slower ramp-up for RinoTec in fiscal 2026 and 2027, adding approximately 10% to the steady growth of the flagship portfolio before accelerating. He also highlighted the untapped potential of the company's biostimulant, adjuvant, and inoculant portfolios in North America.

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    Brian Kemp Dolliver's questions to Bioceres Crop Solutions (BIOX) leadership • Q2 2025

    Question

    Brian Kemp Dolliver inquired about whether the new agreements would lead to a deconsolidation of revenue and asked for a breakdown of the recent inventory decline between HB4 grain sales and general inventory control measures.

    Answer

    CFO Enrique López Lecube clarified that revenue recognition will depend on partnership structures; JVs will be accounted for via the JV line, while other partnerships will generate high-margin royalty revenue on the top line, replacing bulkier, lower-margin direct sales. Regarding inventory, López Lecube stated that the reduction was driven by both the intentional divestment of HB4 grain inventories and a new, tighter just-in-time inventory management policy, with both factors contributing about equally during the quarter.

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    Brian Kemp Dolliver's questions to Bioceres Crop Solutions (BIOX) leadership • Q1 2025

    Question

    Brian Kemp Dolliver asked about the expected impact of the company's focus on cash flow, specifically on Days Sales Outstanding (DSO), and the year-over-year performance of HB4.

    Answer

    CFO Enrique López Lecube stated the goal is a structural and permanent improvement in working capital to generate positive cash flow, not just a temporary stabilization of DSO. CEO Federico Trucco clarified that for HB4, while low-margin downstream sales are decreasing, the focus is on growing the more profitable upstream side of the business, leading to higher gross profit contribution.

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

    Brian Kemp Dolliver's questions to Y-mAbs Therapeutics (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 (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 LISATA THERAPEUTICS (LSTA) leadership

    Brian Kemp Dolliver's questions to LISATA THERAPEUTICS (LSTA) leadership • Q1 2025

    Question

    Brian Kemp Dolliver of Brookline Capital Markets sought clarity on two topics: the depth of the upcoming ASCEND trial data presentation at ESMO GI and the seemingly accelerated timeline for Phase II data from the partnership with Qilu Pharmaceutical in China.

    Answer

    President and CEO Dr. David Mazzo explained that the ESMO GI presentation will provide definitive data on major endpoints for ASCEND's Cohort B, making the trial's main outcomes interpretable. Regarding Qilu, Dr. Mazzo suggested their accelerated timeline is likely driven by China's 'innovation pathway' regulations, which incentivize being the first country to approve the drug, implying Qilu may be proceeding to Phase III based on strong early data trends.

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

    Brian Kemp Dolliver's questions to Lantheus Holdings (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 (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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    Brian Kemp Dolliver's questions to IceCure Medical (ICCM) leadership

    Brian Kemp Dolliver's questions to IceCure Medical (ICCM) leadership • Q3 2024

    Question

    Brian Kemp Dolliver from Brookline Capital Markets, LLC asked about IceCure's U.S. sales force readiness and the planned pace of commercial team expansion through 2025 and 2026. He also inquired about the future trajectory of R&D expenses.

    Answer

    Executive Ronen Tsimerman explained that the company will start 2025 with its current U.S. team (a VP, two sales reps, and clinical support) and plans a phased expansion upon FDA clearance, aiming for 6 to 10 sales reps by the end of 2025. Regarding R&D, Tsimerman attributed the recent decrease to the finalization of a new system development and stated that while costs for new probes are lower, the company has begun work on a multi-probe system which will require continued investment in 2025.

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    Brian Kemp Dolliver's questions to Dare Bioscience (DARE) leadership

    Brian Kemp Dolliver's questions to Dare Bioscience (DARE) leadership • Q3 2024

    Question

    Inquired about the specific actions that might follow the Ovaprene trial's interim analysis, the number of new clinical sites to be added with recent funding, and the potential timeline for initiating the Sildenafil Phase III trial once FDA alignment and funding are secured.

    Answer

    The Ovaprene interim look is primarily for the Data Safety Monitoring Board to review safety; any other actions or disclosures are under discussion with Bayer. The new funding will allow them to add a 'handful' of additional clinical sites. For Sildenafil, once FDA alignment is achieved, standard study start-up activities would take a few months, making a trial start next year 'absolutely' possible.

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    Brian Kemp Dolliver's questions to Imunon (IMNN) leadership

    Brian Kemp Dolliver's questions to Imunon (IMNN) leadership • Q3 2024

    Question

    Brian Kemp Dolliver of Brookline Capital Markets questioned the progress of business development for the IMNN-101 vaccine platform and sought confirmation on plans for interim readouts and the cost estimate for the Phase III trial.

    Answer

    CEO Stacy Lindborg stated that while it's premature to detail IMNN-101 partnership discussions, they are actively pursuing opportunities and awaiting data to ensure any deal reflects the platform's value. She confirmed the Phase III trial is designed with interim readouts for potential early submission and that the company remains confident in its ~$50 million cost estimate.

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    Brian Kemp Dolliver's questions to Imunon (IMNN) leadership • Q2 2024

    Question

    Brian Kemp Dolliver asked about the enrollment pace for the IMNN-101 COVID vaccine study, questioning if it was steady or dependent on seasonal waves, and inquired about the status of the end-of-Phase II meeting request for IMNN-001.

    Answer

    CEO Stacy Lindborg confirmed the IMNN-101 study is enrolling healthy subjects, is over 70% complete, and is not dependent on COVID waves, with completion expected ahead of the flu season. Executive Chairman Michael H. Tardugno added the study serves as a crucial proof-of-concept for the DNA vaccine platform's potential in other indications. Regarding the FDA meeting, Stacy Lindborg stated they are "within days" of submitting the request, aligning with plans to start the Phase 3 trial in Q1 2025.

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    Brian Kemp Dolliver's questions to Outlook Therapeutics (OTLK) leadership

    Brian Kemp Dolliver's questions to Outlook Therapeutics (OTLK) leadership • Q2 2024

    Question

    Brian Kemp Dolliver asked how the EU market differs from the U.S. regarding health plan positioning of ONS-5010 against other options, particularly focusing on the practice of starting patients on off-label Avastin.

    Answer

    Executive C. Trenary explained that the EU market, while having some price compression, largely mirrors the U.S. with a two-tiered system of low-cost off-label bevacizumab and high-priced brands. He noted that the practice of starting with off-label Avastin and switching upon failure exists in most European markets, driving up the total cost of care. Outlook's strategy is to educate payers on this dynamic and position ONS-5010 as a high-quality, regulatory-approved, and fairly priced alternative.

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    Brian Kemp Dolliver's questions to ONCT leadership

    Brian Kemp Dolliver's questions to ONCT leadership • Q4 2023

    Question

    Asked for clarification on the ONCT-808 dosing plan, the rationale for potentially re-dosing at a previous level, the status of regulatory approvals for the trial amendments, and a minor question about zanubrutinib expenses.

    Answer

    For ONCT-808, the plan is to evaluate two new lower-dose cohorts before the Safety Review Committee decides on the next steps, which could include re-dosing at 1x10^6 or an intermediate dose. This decision will be data-driven. The company has FDA agreement and is awaiting site-level IRB approvals. The estimate for remaining zanubrutinib expenses is considered close.

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