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    Daniel Smith • H.C. Wainwright & Co.

    Daniel Smith's questions to Aquestive Therapeutics Inc (AQST) leadership

    Daniel Smith's questions to Aquestive Therapeutics Inc (AQST) leadership • Q2 2025

    Question

    Daniel Smith of H.C. Wainwright & Co. asked about the business development strategy for Anafilm in ex-U.S. territories and the company's view on ex-U.S. pricing and most favored nation clauses.

    Answer

    CEO Daniel Barber stated that the company's goal is broad patient access, so all ex-U.S. options, including partnerships, remain under consideration. He expressed that most favored nation pricing is unlikely to be a major factor for a rescue product like Anafilm, which is not a high-priced chronic medication.

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    Daniel Smith's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership

    Daniel Smith's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership • Q2 2025

    Question

    Representing Raghuram Selvaraju of H.C. Wainwright & Co., Daniel Smith asked for a rationalization of the significant Q2 year-over-year increase in U.S. and Canadian Crysvita royalties and whether this growth is sustainable.

    Answer

    Erik Harris, EVP & CCO, and Emil Kakkis, CEO, both attributed the fluctuation to lumpy ordering patterns in those regions rather than a fundamental shift in demand. Harris noted that the underlying demand and patient pull-through remain consistent, suggesting quarter-to-quarter variability is expected.

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    Daniel Smith's questions to Halozyme Therapeutics Inc (HALO) leadership

    Daniel Smith's questions to Halozyme Therapeutics Inc (HALO) leadership • Q4 2024

    Question

    Daniel Smith, on for Mitch Kapoor, asked about Halozyme's business development focus between large versus smaller deals and whether contractual obligations prohibit partnering on PD-1/VEGF bispecific programs.

    Answer

    President and CEO Dr. Helen Torley stated that the company pursues a mix of large and small deals, using the successful Argenx partnership as an example of a smaller deal becoming a major opportunity. She confirmed that due to the exclusive agreement with Bristol-Myers Squibb, Halozyme would not be able to partner on a PD-1 bispecific product.

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    Daniel Smith's questions to Sarepta Therapeutics Inc (SRPT) leadership

    Daniel Smith's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q4 2024

    Question

    Daniel Smith, on for Mitchell Kapoor at H.C. Wainwright, challenged the company's claim of no permanent denials for ELEVIDYS, citing conversations with payers who mentioned denials after two rounds of appeals, and asked for the definition of a 'permanent denial'.

    Answer

    CEO Douglas Ingram firmly reiterated that no patient has been permanently denied therapy to date, stating their win rate in appeals is currently 100% for ELEVIDYS. Chief Customer Officer Dallan Murray added that they have successfully dosed patients within the specific health plan the question alluded to, implying that initial denials do not equate to a permanent lack of access.

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