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    Dae Gon

    former Vice President in biotechnology equity research at SVB Leerink

    Dae Gon Ha, Ph.D., is a former Vice President in biotechnology equity research at SVB Leerink, where he specialized in covering rare disease companies and provided actionable sector insights through rigorous analysis. During his tenure at SVB Leerink, he covered companies in the rare diseases segment within biotech, contributing to several high-conviction Buy ratings and building a strong reputation for sector expertise and thorough research. He later moved to BTIG as a Vice President, then joined Stifel as Director and Equity Research Analyst before becoming Senior Vice President, Head of Strategy and Business Development at Fulcrum Therapeutics in 2025. Dr. Ha holds a Ph.D. in Microbiology and Immunology from Dartmouth College, completed postdoctoral research at Harvard Medical School, and has a B.A. in Biology from Grinnell College.

    Dae Gon's questions to Boundless Bio (BOLD) leadership

    Dae Gon's questions to Boundless Bio (BOLD) leadership • Q3 2019

    Question

    Dae Gon of SVB Leerink inquired about the specifics of the FDA discussion on the Duchenne Muscular Dystrophy (DMD) platform strategy, the competitive landscape for the AT845 Pompe program, and potential dose-limiting toxicities in preclinical studies for DMD.

    Answer

    CEO Matt Patterson and COO Natalie Holles responded. Patterson highlighted the company's muscle-directed approach for Pompe as superior and confirmed preclinical data would be shared in February. Holles detailed the productive FDA meeting on DMD, which covered streamlined nonclinical, manufacturing, and clinical development pathways. She also explained that their DMD approach of repairing endogenous transcripts, rather than over-expressing a synthetic protein, may offer a better safety profile.

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