Douglas Macpherson • H.C. Wainwright & Co.

Question 1

Douglas Macpherson's questions to X4 Pharmaceuticals Inc (XFOR) leadership • Q4 2024

Mar 25, 2025

Question

Douglas Macpherson from H.C. Wainwright asked for commentary on commercialization learnings, whether new patients beyond the trial cohort are on therapy, details on ex-U.S. partnership milestones, and current patient population estimates for WHIM and chronic neutropenia.

Answer

Mark Baldry (Executive) confirmed that all U.S. trial patients are on commercial product and new demand is building through physician engagement. Paula Ragan (Executive) noted the next key ex-U.S. milestone is a potential EU approval in H1 2026 and reiterated patient estimates of ~1,000 diagnosed WHIM patients and a target of 15,000 severe CN patients in the U.S.

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Question 2

Douglas Macpherson's questions to Quantum-Si Inc (QSI) leadership • Q4 2024

Mar 3, 2025

Question

Douglas Macpherson asked if the sales cycle cadence is becoming more predictable with experience. He also inquired about the largest target markets, potential untapped opportunities, and the progress of the internal commercial team expansion, including their training status and expected impact.

Answer

President and CEO Jeffrey Hawkins acknowledged that the sales cycle is now more consistent and predictable, though it remains elongated compared to historical industry norms for similar instruments. He highlighted that the customer base is now evenly split between academic and other segments (pharma, biotech, government) and identified the international market as the most significant untapped opportunity. Hawkins confirmed the internal commercial team is staffed as planned, with most reps now active in their territories, and expects their impact, synergistic with the Avantor partnership, to become more apparent in the second half of 2025.