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    David Huang • Deutsche Bank

    David Huang's questions to Neurocrine Biosciences Inc (NBIX) leadership

    David Huang's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q2 2025

    Question

    David Huang of Deutsche Bank asked about the competitive implications of a competitor raising its guidance for its VMAT2 inhibitor and also inquired about the percentage of CAH patients who are regularly seen in clinics.

    Answer

    CEO Kyle Gano addressed the competitive question by focusing on INGREZZA's performance, highlighting its strong volume growth and market share gains in total prescriptions. On the CAH market, CCO Eric Benevich reiterated the estimate of over 20,000 prevalent patients in the U.S. and explained that a firm number is difficult to ascertain, as some patients are not managed by endocrinologists and the diagnosis code is not specific to classic CAH.

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    David Huang's questions to Linde PLC (LIN) leadership

    David Huang's questions to Linde PLC (LIN) leadership • Q4 2024

    Question

    Speaking for David Begleiter, David Huang from Deutsche Bank asked about concerns that a competitor might adopt the 'Linde playbook' following a management change and whether this could impact industry pricing.

    Answer

    CEO Sanjiv Lamba asserted that Linde's leadership is built on a decades-long culture and dense operational networks that cannot be easily duplicated. He emphasized that this network density is the key driver of margin improvement and pricing power. Without commenting on specific competitors, he stated that Linde will continue to act as the market leader.

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    David Huang's questions to Air Products and Chemicals Inc (APD) leadership

    David Huang's questions to Air Products and Chemicals Inc (APD) leadership • Q4 2024

    Question

    On behalf of David Begleiter, David Huang asked about the significant headcount increase in recent years, its relation to clean hydrogen projects, and potential for cost reductions given that some projects are now on hold. He also asked if the Alberta project contributes to the FY2025 guidance.

    Answer

    Chairman, President and CEO Seifi Ghasemi clarified that the headcount increase was primarily for engineering on major projects and is largely capitalized, not directly impacting EPS. He noted that development costs are decreasing and SG&A is down year-over-year. He also confirmed that no significant income from the Alberta project is included in the fiscal 2025 guidance.

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