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    Catherine Okoukoni • Citizens JMP

    Catherine Okoukoni's questions to Altimmune Inc (ALT) leadership

    Catherine Okoukoni's questions to Altimmune Inc (ALT) leadership • Q2 2025

    Question

    Catherine Okoukoni of Citizens JMP requested a comparison of the cT1 imaging results from the IMPACT trial with those from competitor programs, asking for specific data ranges to contextualize Altimmune's 'best-in-class' claim.

    Answer

    Chief Medical Officer Dr. M. Scott Harris provided specific figures, stating pemvidutide showed a cT1 reduction of approximately 145-148 milliseconds. He contrasted this with publicly available data for Resmetirom (around 50-60ms) and Tirzepatide (up to 107ms), reinforcing that this result is another strong indicator of the drug's anti-inflammatory and anti-fibrotic activity.

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    Catherine Okoukoni's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Catherine Okoukoni's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q1 2025

    Question

    Catherine Okoukoni, on for John Wolleben, requested details on the trial design for the 9682 program, the first candidate from the NDC platform, and asked about any specific safety concerns being monitored.

    Answer

    Dr. Dana Pizzuti, Chief Medical and Development Officer, indicated that more details would be provided at the upcoming R&D Day in June. She described the initial study as a standard dose-escalation design for oncology, with additional safety parameters since it will enroll patients directly.

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    Catherine Okoukoni's questions to Mirum Pharmaceuticals Inc (MIRM) leadership

    Catherine Okoukoni's questions to Mirum Pharmaceuticals Inc (MIRM) leadership • Q1 2025

    Question

    On behalf of Jon Walden, Catherine Okoukoni asked how the PFIC launch in the U.S. and ex-U.S. is performing against expectations. She also inquired about the sustainability of the company's profitability into 2026.

    Answer

    CEO Christopher Peetz described the PFIC launch as 'quite a bit better than expectations,' crediting the team's execution and compelling Phase III data. CFO Eric Bjerkholt clarified that while the company was cash flow positive in Q1 and expects to be for the full year, GAAP profitability is not expected 'anytime soon' due to significant noncash charges.

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    Catherine Okoukoni's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership

    Catherine Okoukoni's questions to Madrigal Pharmaceuticals Inc (MDGL) leadership • Q4 2024

    Question

    Catherine Okoukoni from Citizens JMP asked for specifics on the 2-year open-label F4 data, including whether patients required dose adjustments and what the patient retention rate was over the two-year period.

    Answer

    Dr. Michael Charlton, Head of Clinical Development, clarified that 122 patients entered the second year of the study, with the presented data coming from 101 patients who completed a second VCTE scan. He also confirmed patients were on the 80-milligram dose.

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