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    Corinne Johnson • Goldman Sachs

    Corinne Johnson's questions to Altimmune Inc (ALT) leadership

    Corinne Johnson's questions to Altimmune Inc (ALT) leadership • Q2 2025

    Question

    Corinne Johnson from Goldman Sachs inquired about the expected cadence of research and development (R&D) spending as the Phase 2 trials in Alcohol Use Disorder (AUD) and Alcohol-Associated Liver Disease (ALD) increase enrollment.

    Answer

    CFO Greg Weaver clarified that the costs for the AUD and ALD trials are modest, already incorporated into the current budget and cash runway, and are not expected to cause any unusual changes to the company's burn rate in the near term.

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    Corinne Johnson's questions to Roivant Sciences Ltd (ROIV) leadership

    Corinne Johnson's questions to Roivant Sciences Ltd (ROIV) leadership • Q1 2026

    Question

    Corinne Johnson requested context on the upcoming Graves' disease remission data for batoclimab, asking what would constitute a clinically meaningful outcome. She also inquired about Roivant's business development outlook, including the types and sizes of deals being considered given its significant cash balance.

    Answer

    CEO Matt Gline explained that physicians consider any level of remission in this refractory Graves' patient population to be practice-changing, suggesting even a 10% rate would be an 'extraordinary outcome.' On business development, Gline stated that the current market is attractive for an 'asset hunter' and that Roivant will remain opportunistic, looking at potentially transformational late-stage assets.

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    Corinne Johnson's questions to Amylyx Pharmaceuticals Inc (AMLX) leadership

    Corinne Johnson's questions to Amylyx Pharmaceuticals Inc (AMLX) leadership • Q2 2025

    Question

    Corinne Johnson inquired about the implications of Roux-en-Y surgery's prevalence on Avexatide's potential label and market, and how recent trends in bariatric surgery types might affect the PBH incidence rate.

    Answer

    Co-CEO & Co-Founder Josh Cohen explained that while the Phase III trial focuses on Roux-en-Y for consistency, the drug's mechanism should work across surgical types, supported by Phase IIb data. He noted that after a period of decline, Roux-en-Y is regaining popularity versus sleeve gastrectomy due to better long-term weight loss outcomes.

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    Corinne Johnson's questions to Halozyme Therapeutics Inc (HALO) leadership

    Corinne Johnson's questions to Halozyme Therapeutics Inc (HALO) leadership • Q2 2025

    Question

    Corinne Johnson of Goldman Sachs inquired about the expected pace and peak potential for subcutaneous conversion in neurology launches compared to oncology. She also asked for details on the high-volume auto-injector human factor study and if such studies will become a standard prerequisite for future partnerships.

    Answer

    President and CEO Dr. Helen Torley expressed expectations for a robust conversion for drugs like OCREVUS in neurology, driven by the strong value proposition of a 10-minute injection versus a multi-hour IV infusion. Regarding the auto-injector, Dr. Torley explained that human factor studies are straightforward usability tests that may be used by some partners to optimize device design before clinical trials, but it will be a mix depending on the partner's needs.

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    Corinne Johnson's questions to Harmony Biosciences Holdings Inc (HRMY) leadership

    Corinne Johnson's questions to Harmony Biosciences Holdings Inc (HRMY) leadership • Q2 2025

    Question

    Eric on behalf of Corinne Johnson at Goldman Sachs asked about the net price evolution for Wakix during the quarter and for the remainder of the year, and whether price is being used as a lever to drive volume.

    Answer

    CFO & CAO Sandip Kapadia explained that net price follows a predictable annual pattern, being lowest in Q1 due to insurance resets and then improving throughout the year. He confirmed that Q2 saw this expected improvement and that the trend should continue, allowing the company to realize a good portion of the list price increase taken earlier in the year.

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    Corinne Johnson's questions to Rhythm Pharmaceuticals Inc (RYTM) leadership

    Corinne Johnson's questions to Rhythm Pharmaceuticals Inc (RYTM) leadership • Q2 2025

    Question

    Corinne Johnson of Goldman Sachs asked for clarity on the nature of the clinical data that might be shared for the RM-718 weekly formulation later this year. She also inquired about any visibility into off-label use of setmelanotide for younger patients in the U.S.

    Answer

    David Meeker, Chairman, President & CEO, clarified that due to enrollment timelines for the RM-718 study now extending into Q1 2026, it is 'extremely unlikely' any data will be shared by the end of this year. Jennifer Lee, EVP & Head of North America, responded that off-label use for HO in the U.S. is currently minimal, with only a handful of prescriptions received to date.

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    Corinne Johnson's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Corinne Johnson's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q2 2025

    Question

    Corinne Johnson of Goldman Sachs inquired about the reimbursement process for Crinesity, asking when it might become more formulary-driven and how that could affect net pricing.

    Answer

    CCO Eric Benevich explained that since Crinesity is a 'class of one,' many health plans may continue to cover it as a non-formulary product rather than conduct a formal review. He highlighted that reimbursement has been surprisingly fast, with over 75% of dispensed prescriptions being paid for, minimizing the need for the free goods program. Consequently, he does not expect to provide formulary coverage statistics as a key metric.

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