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    Cheng Li • Oppenheimer & Co. Inc.

    Cheng Li's questions to Intellia Therapeutics Inc (NTLA) leadership

    Cheng Li's questions to Intellia Therapeutics Inc (NTLA) leadership • Q2 2025

    Question

    On behalf of Jay Olson at Oppenheimer, Cheng Li asked for the rationale behind choosing 1,200 patients as the optimal number for the MAGNITUDE study and whether this number is considered final.

    Answer

    EVP & CMO David Lebwohl explained that the 1,200-patient size is optimal for demonstrating a statistically and clinically meaningful benefit in the stabilizer subpopulation. He noted this number allows for completion within the guided timeframe, accelerates event accrual for analyses, and maintains the company's cash runway. He confirmed that Intellia is not planning further adjustments to the trial size.

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    Cheng Li's questions to WAVE Life Sciences Ltd (WVE) leadership

    Cheng Li's questions to WAVE Life Sciences Ltd (WVE) leadership • Q2 2025

    Question

    Cheng Li from Oppenheimer & Co. Inc. asked about the baseline characteristics of patients enrolled in cohort two of the WVE-007 study and what key metrics to watch. He also inquired if the Q4 data would provide clarity on the ultimate dosing frequency.

    Answer

    President & CEO Paul Bolno confirmed that patients are healthy overweight or obese individuals meeting specific BMI criteria (20-35), and full baseline characteristics will be shared with the data. Regarding dosing frequency, he explained that the data from the 75 mg and 240 mg cohorts, followed by the 400 mg cohort, will provide a good sense of the dosing kinetics using Activin E as a key biomarker to track the PK relationship over time.

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    Cheng Li's questions to Exelixis Inc (EXEL) leadership

    Cheng Li's questions to Exelixis Inc (EXEL) leadership • Q1 2025

    Question

    Cheng Li asked about the characteristics of early CABOMETYX adopters in the NET setting and whether upcoming data for the pipeline drug XL309 would include both monotherapy and combination results.

    Answer

    EVP of Commercial P.J. Haley noted that commercially, they do not receive detailed patient data but that qualitative feedback suggests broad utilization across NET patient types, consistent with the label. Chief Medical Officer Amy Peterson confirmed that the XL309 program is evaluating both monotherapy and combination therapies and data will be shared when a complete set is available.

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