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    Carvey Leung • Cantor Fitzgerald

    Carvey Leung is an Equity Research Associate specializing in healthcare and biopharmaceuticals at Cantor Fitzgerald, where he has provided research coverage on companies including Atossa Therapeutics, Ocuphire Pharma, and Aesthetic Medical International. His work on coverage teams has contributed to investment recommendations such as initiating Atossa Therapeutics with an Overweight rating, reflecting a focus on high-conviction stock ideas that can outperform sector peers. Leung began his financial analyst career at Cantor Fitzgerald in 2019 following experience as a management consultant at Infosys Consulting, and he served at Cantor Fitzgerald until 2025. He holds professional research credentials and operates under the compliance standards required of registered securities research associates in the industry.

    Carvey Leung's questions to Theratechnologies Inc (THTX) leadership

    Carvey Leung's questions to Theratechnologies Inc (THTX) leadership • Q3 2024

    Question

    Carvey Leung, on behalf of Louise Chen from Cantor Fitzgerald, asked about the strategy to ensure the sustainability of recent EBITDA and bottom-line performance, and how EGRIFTA sales growth might look in 2025 given the current supply situation.

    Answer

    CFO Philippe Dubuc responded that the company's cost structure is now rightsized, allowing future top-line growth to flow directly to the bottom line without significant new spending. Regarding 2025, Global Commercial Officer John Leasure and CEO Paul Lévesque clarified that while ex-factory sales will be impacted in Q4 2024, they anticipate a full recovery in Q1 2025. They expect an initial dip followed by large orders once supply is released, resulting in Q1 being 'basically a wash' overall.

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    Carvey Leung's questions to Theratechnologies Inc (THTX) leadership • Q2 2024

    Question

    Carvey Leung, on behalf of Louise Chen of Cantor Fitzgerald, asked if the tesamorelin sBLA is still on track for potential approval this year given the four-month review period, and requested more details on the three additional PDCs, including their targets and potential indications.

    Answer

    President and CEO Paul Lévesque confirmed the company's goal is to receive approval for the tesamorelin F8 formulation before the end of the current fiscal year. SVP and Chief Medical Officer Dr. Christian Marsolais explained that the new PDCs also target the SORT1 receptor but use different payloads, such as exatecan, which have shown excellent preclinical results, including synergistic activity in combination. Mr. Lévesque added that the platform is versatile and the company is open to partnerships.

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    Carvey Leung's questions to Theratechnologies Inc (THTX) leadership • Q2 2024

    Question

    Asked if the tesamorelin sBLA is on track for approval this year and requested more details about the targets and potential indications for the three additional PDCs under development.

    Answer

    The company's goal is to get the tesamorelin sBLA approved before the end of the current fiscal year. The additional PDCs all target the SORT1 receptor but use different payloads, such as exatecan, which is used in ADC technology and has shown excellent preclinical results. Combination studies of two PDCs have also shown synergistic activity, and the company is open to various partnerships to advance its versatile SORT1 platform.

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    Carvey Leung's questions to Oncolytics Biotech Inc (ONCY) leadership

    Carvey Leung's questions to Oncolytics Biotech Inc (ONCY) leadership • Q2 2024

    Question

    Carvey Leung of Cantor Fitzgerald inquired about the commercial opportunity for pelareorep (pela) in HR+/HER2- metastatic breast cancer and the anticipated design of the upcoming registration trial.

    Answer

    Christophe Degois, VP of Business Development, explained that while the market is evolving with new ADCs, a significant commercial opportunity remains for patients who fail or are ineligible for these therapies. Chief Medical Officer Dr. Tom Heineman added that the company plans a large Phase II registration-enabling study with progression-free survival (PFS) as the primary endpoint, targeting patients who have failed hormonal and ADC therapies, which could potentially lead to an accelerated approval.

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