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    Brian Marckx

    Research Analyst at Zacks Investment Research

    Brian Marckx's questions to SBOT leadership

    Brian Marckx's questions to SBOT leadership • Q4 2016

    Question

    Brian Marckx of Zacks Investment Research sought to clarify the KLH supply volume for Neovacs' Phase 2 trial, inquired about revenue expectations from Neovacs for 2017, and asked for details on the company's relationship with Eurogentec.

    Answer

    President and CEO Frank Oakes explained that scaling up for a Phase 2 trial requires significantly more KLH than simple patient-dose calculations suggest, due to process development. While declining to provide a specific 2017 sales forecast for Neovacs, he noted optimistic demand trends. Oakes also characterized the relationship with Eurogentec as a long-standing and positive partnership with a key contract manufacturer.

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    Brian Marckx's questions to SBOT leadership • Q2 2016

    Question

    Brian Marckx from Zacks Investment Research asked about the timing and impetus for the Neovacs joint venture while its lupus vaccine is still in Phase II, the expected capital budget for the build-out, and for an update on the relationship with OBI Pharma.

    Answer

    President and CEO Frank Oakes clarified that the initiation of major activities and significant capital commitment for the Neovacs JV are contingent on positive results from the Phase IIb trial, making Stellar's current financial commitment modest. He also noted a potential early commercial launch in South Korea. Regarding OBI Pharma, Oakes stated they continue to be a very good customer and remain optimistic about their drug platform.

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    Brian Marckx's questions to SBOT leadership • Q1 2016

    Question

    Brian Marckx of Zacks Investment Research asked for guidance on near-term product sales variability following Q1 results and inquired about the estimated timeline, contingencies, and initial capital costs for Stellar associated with the Neovacs joint venture.

    Answer

    President and CEO Frank Oakes expressed optimism for full-year revenue growth but stated the company would not provide quarter-to-quarter guidance due to customer-dependent order timing. Regarding the Neovacs JV, Oakes confirmed its progress is contingent on Neovacs's clinical results and is structured for a rapid launch. He described the potential upfront capital costs for Stellar as 'extremely modest' and manageable, with specific details to be finalized in definitive agreements.

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    Brian Marckx's questions to Edesa Biotech (EDSA) leadership

    Brian Marckx's questions to Edesa Biotech (EDSA) leadership • Q3 2016

    Question

    Brian Marckx asked for more details about the pipeline opportunities mentioned in the prepared remarks, specifically questioning if any were late-stage and could soon contribute to revenue.

    Answer

    President and CEO Frank Oakes explained that Stellar is in discussions with multiple companies to establish long-term supply agreements for mid-to-late-stage clinical trials and commercial launches. He noted these negotiations are broad, including support for regulatory review, and that he expects several of these significant agreements to be announced over the next 6 to 12 months, which would strengthen the core business and clarify future KLH demand.

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