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    Chris Raymond

    Research Analyst at Piper Sandler

    Chris Raymond's questions to Biohaven (BHVN) leadership

    Chris Raymond's questions to Biohaven (BHVN) leadership • Q4 2021

    Question

    Chris Raymond of Piper Sandler asked for the rationale behind pursuing the anti-myostatin asset in SMA given its prior failure in DMD and inquired about the Phase 3 design. He also asked if the Kv7 asset is still being targeted for epileptic encephalopathy and questioned the company's philosophical reason for not providing financial guidance.

    Answer

    CEO Vlad Coric and President and GM of Biohaven Ireland Cliff Bechtold clarified that while the myostatin asset failed as a monotherapy in DMD, it established a strong pediatric safety profile, and recent competitor data provides clinical proof-of-concept in SMA as a combination therapy. President of Biohaven Labs Michael Bozik confirmed they will pursue adult focal epilepsy and are committed to exploring pediatric epilepsy, including KCNQ2. CFO Matthew Buten stated the company will be more comfortable guiding next year due to current variables like the Pfizer EU launch and competitive dynamics.

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    Chris Raymond's questions to Biohaven (BHVN) leadership • Q2 2021

    Question

    Chris Raymond from Piper Sandler questioned the prescriber mix for NURTEC ODT between primary care physicians (PCPs) and headache specialists, and asked about any differing access considerations for these groups.

    Answer

    CCO BJ Jones explained that while specialists are typically faster to adopt, Biohaven is seeing a strong and growing uptake among PCPs. He anticipates that primary care will eventually constitute the bulk of the category. He also stated that there are no significant or unique access issues for PCPs at this time.

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    Chris Raymond's questions to iTeos Therapeutics (ITOS) leadership

    Chris Raymond's questions to iTeos Therapeutics (ITOS) leadership • Q2 2021

    Question

    Chris Raymond from Piper Sandler & Co. inquired about the strategic assumptions behind the company's five-year cash runway guidance, particularly regarding business development, and asked for an update on the A2A biomarker for inupadenant.

    Answer

    President and CEO Michel Detheux explained that the cash runway accounts for the GSK partnership costs, advancing programs into Phase 3 studies, internal pipeline development, and opportunistic external innovation. Chief Medical Officer Joe Lager added that biomarker data for inupadenant is being further investigated to inform indication selection, with a more detailed data release anticipated next year.

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    Chris Raymond's questions to iTeos Therapeutics (ITOS) leadership • Q1 2021

    Question

    Chris Raymond of Piper Sandler inquired about the expected data for EOS-850 (inupadenant) at the upcoming ASCO conference, potential new indications for the drug beyond the current ones, and the decision timeline for pursuing gastric and pancreatic cancers for EOS-448.

    Answer

    President and CEO Michel Detheux clarified that the ASCO update for inupadenant will feature monotherapy expansion data and biopsy results linking a biomarker to clinical benefit. Chief Medical Officer Dr. Joe Lager identified non-small cell lung cancer and endometrial cancer as additional indications under consideration for inupadenant. For EOS-448, Dr. Lager stated that an update on the development plan for gastric and pancreatic cancer could be provided later in the year.

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    Chris Raymond's questions to Boundless Bio (BOLD) leadership

    Chris Raymond's questions to Boundless Bio (BOLD) leadership • Q3 2019

    Question

    Chris Raymond of Piper Jaffray asked about the company's comfort level with the AT132 pivotal trial endpoint given observed patient variability, the status of the Pompe IND review which appeared beyond the 30-day window, and the timeline for NCH's construct dosing.

    Answer

    CEO Matt Patterson explained that it was too early to draw conclusions from a single patient's data and expressed high confidence in the AT132 pivotal plan, especially after expanding enrollment. He clarified the Pompe IND delay was simply due to the FDA being busy, a situation they've encountered before. COO Natalie Holles added that timelines for the NCH and Audentes' AT702 constructs are converging, with the focus now on AT702 as the registration-directed candidate.

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