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    Debanjana Chatterjee • JonesTrading Institutional Services

    Debanjana Chatterjee's questions to Trevi Therapeutics Inc (TRVI) leadership

    Debanjana Chatterjee's questions to Trevi Therapeutics Inc (TRVI) leadership • Q2 2025

    Question

    Debanjana Chatterjee from JonesTrading asked about potential implications of competitor trial delays in refractory chronic cough (RCC) for Trevi's plans and inquired if drug-drug interaction studies were planned with drugs other than nintedanib and pirfenidone.

    Answer

    Management, including CEO Jennifer Good and CCO Farrell Simon, stated that competitor timelines will not impact their own RCC trial initiation, citing confidence in their data and strategy. Chief Development Officer James Cassella confirmed that while other standard DDI studies are planned, the immediate focus is on the two key anti-fibrotics.

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    Debanjana Chatterjee's questions to Trevi Therapeutics Inc (TRVI) leadership • Q1 2025

    Question

    Debanjana Chatterjee requested additional color on the new data points from the full RIVER trial dataset that will be presented at the upcoming American Thoracic Society (ATS) conference.

    Answer

    Executive Jennifer Good detailed that the ATS presentation will include deeper analysis on the timing of adverse events and discontinuations, patient vignettes, quality-of-life data from the Leicester Cough Questionnaire, and potentially an analysis of the treatment period effect from the crossover design.

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    Debanjana Chatterjee's questions to Trevi Therapeutics Inc (TRVI) leadership • Q3 2024

    Question

    Debanjana Chatterjee from JonesTrading asked for confirmation on whether the patient stratification arms (moderate vs. high coughers) in the Phase IIa RIVER trial for RCC were balanced upon completion of enrollment.

    Answer

    Chief Development Officer Dr. James Cassella stated that the arms are not perfectly balanced. The company extended enrollment to get more subjects in the moderate arm but ultimately decided to stop enrollment without achieving complete balance. He noted this does not impact the primary analysis, which is based on the total trial population, and that there will be sufficient numbers for future planning.

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    Debanjana Chatterjee's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership

    Debanjana Chatterjee's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q2 2025

    Question

    Debanjana Chatterjee from Jones Trading asked for more color on regulatory plans, the timeline for an NDA submission after top-line data, and the scope of the safety package required by the FDA.

    Answer

    CMO Ramiro Ribeiro noted that having two identical studies allows for learnings from the first readout (Lugano) to accelerate the analysis of the second (Lucia), enabling a rapid NDA submission. CEO Jay Duker added that the FDA requires 300 evaluable patients at the desired dose and interval for the safety database. He confirmed EyePoint will have 'well over 400 patients' at the six-month interval, comfortably meeting this requirement.

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    Debanjana Chatterjee's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q1 2025

    Question

    Debanjana Chatterjee of JonesTrading asked about the potential impact of biosimilars, like Amgen's PAVBLU, on the wet AMD commercial landscape and any implications for DURAVYU's pricing.

    Answer

    CEO Dr. Jay Duker stated that biosimilars will not impact DURAVYU's acceptance due to its different mechanism of action (MOA) and 6-month durability. CFO George Elston added that DURAVYU is not another anti-VEGF and its value proposition is based on sustained delivery and a new MOA. He suggested that a good starting point for pricing models is that one DURAVYU injection replaces three standard anti-VEGF injections.

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    Debanjana Chatterjee's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q4 2024

    Question

    Debanjana Chatterjee asked how DURAVYU's potential 6-month label would position it against competitors and how the company plans to leverage a potential first-to-market advantage.

    Answer

    President and CEO Dr. Jay Duker asserted that a 6-month label is preferred by physicians for its flexibility. He expressed confidence in being first-to-market and noted that the company has been conducting early commercial preparation for two years, engaging with KOLs, payers, and retina groups to position DURAVYU for a successful launch.

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