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    Christopher LoBianco • TD Cowen

    Christopher LoBianco's questions to Novavax Inc (NVAX) leadership

    Christopher LoBianco's questions to Novavax Inc (NVAX) leadership • Q1 2025

    Question

    Christopher LoBianco from TD Securities asked if the post-marketing trial requirement is specific to Novavax or expected for all COVID vaccines, and questioned if management's confidence in a 2025 BLA approval has changed since the last quarter.

    Answer

    CEO John Jacobs stated that Novavax cannot speculate on FDA requirements for other companies. He declined to quantify the company's confidence level but reiterated that they see a potential pathway to approval based on aligning with the FDA on the post-marketing commitment.

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    Christopher LoBianco's questions to Novavax Inc (NVAX) leadership • Q4 2024

    Question

    Christopher LoBianco questioned how the official FDA label for the COVID vaccine might differ from the EUA, particularly regarding myocarditis warnings, and asked if Sanofi had shared its internal 2025 sales estimates.

    Answer

    President and CEO John Jacobs stated that Sanofi is not publicly projecting sales. President and COO John Trizzino explained that he could not comment on the future label contents while in active discussions with the FDA, but did not anticipate significant changes beyond the required strain update.

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    Christopher LoBianco's questions to Zoetis Inc (ZTS) leadership

    Christopher LoBianco's questions to Zoetis Inc (ZTS) leadership • Q1 2025

    Question

    Christopher LoBianco, on for Steve Scala, asked about the likelihood of animal health products being deemed critical to U.S. national security under a Section 232 claim and whether pet products could be excluded from potential pharmaceutical tariffs.

    Answer

    CEO Kristin Peck detailed her team's advocacy in Washington, arguing that Zoetis's operational footprint—with 60% of manufacturing and 75% of U.S. sales produced domestically—makes it a 'poster child' for the desired outcome, not a problem to be solved by such tariffs. While the outcome is uncertain, she believes they have a very strong case.

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    Christopher LoBianco's questions to Zoetis Inc (ZTS) leadership • Q4 2024

    Question

    Christopher LoBianco, on for Steve Scala, asked if pipeline assets for renal and oncology have generated pivotal data, if there are multiple assets for each opportunity, and about their potential pricing relative to existing mAbs.

    Answer

    CEO Kristin Peck declined to provide specific details about pipeline development stages or pricing strategies for individual assets, stating that the company's public guidance on upcoming launches is the extent of the information being shared at this time.

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    Christopher LoBianco's questions to Zoetis Inc (ZTS) leadership • Q3 2024

    Question

    Christopher LoBianco of TD Cowen, on for Steve Scala, questioned the company's confidence in sustaining long-term, above-market growth using only its current on-market portfolio, and asked about the expected number of competitive launches in 2025 and their impact on guidance.

    Answer

    CFO Wetteny Joseph expressed high confidence in sustaining outperformance, explaining that growth is driven by both new innovations and continuous lifecycle management of existing products, which historically accounts for 50% of R&D spend. He emphasized that building and establishing a market creates sticky, long-term growth that is difficult for competitors to overtake without significant differentiation, which underpins their confidence.

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