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Cassie Chen

Principal at RBC Capital Markets, LLC

Cassie Chen is a Principal at Searchlight Capital, with prior experience as an investment banking analyst at RBC Capital Markets in New York. Her background includes analytical coverage in corporate finance and investment banking, contributing to multiple deal executions and market research projects. Cassie joined Searchlight after her tenure at RBC, marking a progressive career pipeline from analyst to principal. She holds strong academic credentials and has developed a reputation for rigorous financial analysis and transaction support, though specific performance metrics, securities licenses, or detailed company coverage are not publicly available.

Cassie Chen's questions to ARROWHEAD PHARMACEUTICALS (ARWR) leadership

Question · Q1 2026

Cassie inquired about the potential pricing strategy for ARO-INHBE and ARO-ALK7, considering the competitive landscape and recent pricing announcements from other companies like Lilly.

Answer

James Hamilton, Chief Medical Officer and Head of R&D, stated that it is too early to speculate on potential pricing for these drug candidates. He emphasized that the company is still in the process of understanding the biology and how these drugs could work in various patient populations.

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Question · Q1 2026

Cassie (on behalf of Luca Issi) asked about the potential pricing strategy for ARO-INHBE and ARO-ALK7, considering the competitive landscape with drugs like Zepbound and Wegovy. She also inquired about the anticipated costs for these obesity candidates.

Answer

James Hamilton, Chief Medical Officer and Head of R&D, stated that it is too early to speculate on potential pricing for ARO-INHBE and ARO-ALK7, as the company is still evaluating the biology and how these candidates will work in various patient populations.

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Cassie Chen's questions to IONIS PHARMACEUTICALS (IONS) leadership

Question · Q1 2025

Cassie, on for Luca Issi, asked about the TTR cardiomyopathy market, questioning if Ionis was surprised by a competitor not lowering price after a label expansion and whether WAINUA would compete on price.

Answer

Chief Global Product Strategy Officer Kyle Jenne responded that he was not surprised by the competitor's pricing strategy, suggesting it was likely to balance their existing patient mix. He clarified that the pricing strategy for WAINUA is ultimately partner AstraZeneca's decision and will be based on market dynamics and the drug's value proposition.

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