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    Danielle Brill • Raymond James

    Danielle Brill's questions to Harmony Biosciences Holdings Inc (HRMY) leadership

    Danielle Brill's questions to Harmony Biosciences Holdings Inc (HRMY) leadership • Q2 2025

    Question

    Danielle Brill from Truist Securities inquired about the potential market impact of new orexin-2 agonists on the Wakix franchise and sought clarification on Q2's sequential growth, questioning if it was solely due to an inventory drawdown given the high number of new patient adds.

    Answer

    EVP & CCO Adam Zaeske expressed confidence in Wakix's durability due to its differentiated non-scheduled profile and potential for synergistic use. CFO & CAO Sandip Kapadia confirmed that underlying demand was strong and that a typical Q2 trade inventory drawdown of a few days impacted reported net revenue. He reiterated confidence in the full-year guidance and expects strong quarter-over-quarter growth ahead.

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    Danielle Brill's questions to Harmony Biosciences Holdings Inc (HRMY) leadership • Q3 2024

    Question

    Danielle Brill questioned the implied slowdown in Q4 patient adds based on year-end guidance and asked for the rationale behind pursuing separate DEE indications for EPX-100 instead of a basket study.

    Answer

    CFO Sandip Kapadia and CCO Jeffrey Dierks clarified that the 'approximately 7,000' patient guidance is an approximation and that they expect Q4 growth momentum to be similar to prior quarters. Chief Medical and Scientific Officer Dr. Kumar Budur explained the DEE strategy is a measured approach, focusing on distinct Dravet and LGS populations first before exploring broader basket studies, with learnings to be applied to future programs.

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    Danielle Brill's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Danielle Brill's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q2 2025

    Question

    Danielle Brill from Truist Securities asked for feedback from the ENDO conference on Crinesity's one-year data, specifically regarding glucocorticoid dose changes and insulin resistance, and inquired about future data releases.

    Answer

    Strategic Advisor Eiry Roberts reported a very positive response from clinicians at ENDO. She explained that the one-year data showed a consistent, modest, but clinically beneficial effect across metabolic parameters like weight and HOMA-IR, which results from controlling androgens and enabling steroid reduction. She confirmed that Neurocrine intends to continue publishing long-term clinical data, including outcomes like bone age, from its ongoing open-label studies.

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    Danielle Brill's questions to Xenon Pharmaceuticals Inc (XENE) leadership

    Danielle Brill's questions to Xenon Pharmaceuticals Inc (XENE) leadership • Q3 2024

    Question

    Danielle Brill asked about the potential impact on azetukalner's value proposition if the efficacy effect size in the X-TOLE2 study is less robust than what was observed in the original X-TOLE trial.

    Answer

    CEO Ian Mortimer emphasized that the X-TOLE data has already set a very high efficacy bar and those results are fixed. CMO Dr. Christopher Kenney noted the primary goal is a positive confirmatory trial. CCO Christopher Von Seggern added that the drug's value proposition is based on the totality of its data, including durable open-label results, seizure freedom, rapid onset, and ease-of-use attributes, not just a single efficacy number.

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    Danielle Brill's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership

    Danielle Brill's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q3 2024

    Question

    An analyst on behalf of Danielle Brill of Raymond James inquired about the level of effort to get patients who previously discontinued Daybue back on treatment, given the ongoing learnings about mitigating adverse events.

    Answer

    Executive Brendan Teehan explained that the company stays in contact with every family. For those who discontinued early due to tolerability, the team works to educate them and their HCPs on GI management and alternative dosing strategies. However, he noted that to date, patient restarts represent significantly less than 10% of the overall patient base, though it remains an area of focus.

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    Danielle Brill's questions to Sarepta Therapeutics Inc (SRPT) leadership

    Danielle Brill's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q3 2024

    Question

    Danielle Brill of Raymond James questioned the rate of patient uptake for ELEVIDYS, noting her math suggested a smaller-than-expected increase in treated patients from Q2 to Q3, and asked about the primary bottlenecks in the launch.

    Answer

    President and CEO Doug Ingram responded that the company uses revenue as its key performance metric and that the launch is proceeding exactly as planned. He identified three main factors governing the growth trajectory: ensuring high-quality site capacity, managing manufacturing and batch releases, and productive payer interactions, all of which are progressing well.

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    Danielle Brill's questions to argenx SE (ARGX) leadership

    Danielle Brill's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Danielle Brill asked if the CIDP launch cadence is expected to be similar to gMG, citing physician checks suggesting a bolus of patients may be waiting for VYVGART.

    Answer

    COO Karen Massey acknowledged prescriber excitement but cautioned that a large bolus of waiting patients is not expected. She anticipates a potentially slower initial uptake than gMG due to the time required for payer policies to be established (approx. 2 quarters), patient reluctance to switch from stable IVIg therapy, and existing competition. She remains confident in the large, long-term opportunity.

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