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    Eric Joseph

    Wall Street Analyst at JPMorgan Chase & Co.

    Eric Joseph is a Wall Street Analyst at J.P. Morgan, focusing on a broad range of companies primarily within the general sector. Covering over 53 stocks, including PTCT, Joseph maintains a 50% success rate on recommendations with an average return per transaction of 6.40%, as tracked on TipRanks, though individual stocks have seen returns ranging from significant gains to notable losses. His analyst career is highlighted by his tenure at J.P. Morgan Chase & Co., with performance data tracked since at least 2021, though earlier roles or prior firms are not specified in available sources. Joseph holds relevant industry registrations typical for senior equity analysts, and his analysis is recognized on leading platforms for its breadth and consistent activity.

    Eric Joseph's questions to PTC THERAPEUTICS (PTCT) leadership

    Eric Joseph's questions to PTC THERAPEUTICS (PTCT) leadership • Q1 2025

    Question

    Eric Joseph asked about the likelihood of Sephience generating revenue in Europe in 2025 through named patient programs and inquired about the company's appetite for business development given its strong cash position.

    Answer

    CEO Dr. Matthew Klein affirmed that they expect Sephience revenue from Europe in 2025, starting with Germany and other early access programs. CFO Pierre Gravier stated that with over $2 billion in cash, PTC is actively evaluating business development opportunities for both commercial and pipeline assets.

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    Eric Joseph's questions to PTC THERAPEUTICS (PTCT) leadership • Q4 2024

    Question

    Eric Joseph asked for an update on the Translarna FDA review process, how top-line guidance accommodates EU Translarna sales, and what to expect from the upcoming PIVOT-HD data, including the potential for longer-term follow-up.

    Answer

    CEO Dr. Matthew Klein stated the Translarna review is active with an outcome expected in H1 2025, but no official PDUFA date is anticipated. He also confirmed longer-term PIVOT-HD data is possible. CFO Pierre Gravier clarified that 2025 guidance includes very limited EU Translarna sales, creating potential for upside.

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    Eric Joseph's questions to PTC THERAPEUTICS (PTCT) leadership • Q3 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked for the rationale behind changing the CardinALS trial's primary endpoint to a ranked assessment and whether the study's over-enrollment was intended to accommodate this change.

    Answer

    CEO Matthew Klein clarified that the two points were unrelated. The endpoint was changed to a Joint RANK test following FDA feedback to better incorporate mortality data into the analysis of the ALSFRS score. The over-enrollment was a separate measure to ensure the target number of patients for the primary analysis was achieved due to a lower-than-expected screening yield.

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    Eric Joseph's questions to NOVAVAX (NVAX) leadership

    Eric Joseph's questions to NOVAVAX (NVAX) leadership • Q1 2025

    Question

    Eric Joseph of J.P. Morgan sought to confirm if the FDA discussion is solely about a post-marketing commitment or if pre-approval clinical work could be required, and whether the Sanofi milestone payment is contingent on this commitment.

    Answer

    CEO John Jacobs reiterated that based on formal FDA communications, the request is for a post-marketing commitment, which occurs after approval. CFO James Kelly confirmed that the BLA approval milestone from Sanofi is not impacted by a post-marketing commitment requirement and remains at $175 million.

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    Eric Joseph's questions to NOVAVAX (NVAX) leadership • Q4 2024

    Question

    Eric Joseph asked about the latest outlook on regulatory requirements for the CIC program's approval, specifically whether immunogenicity data would be sufficient, and how the mid-year data would inform further regulatory interactions.

    Answer

    President and CEO John Jacobs stated that Novavax is still working with regulatory authorities on the approval pathway for the CIC program. He noted that the upcoming data from the initial cohort will be informative to that process and that the company will communicate the final path forward once it is determined.

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    Eric Joseph's questions to NOVAVAX (NVAX) leadership • Q3 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked if the mid-2025 timeline for the CIC Phase III trial readout is still expected. He also questioned if the recent clinical hold would expose the trial to longer-term follow-up requirements and sought to confirm if the stand-alone flu vaccine portion of the study is designed to support registration and whether it targets superiority or non-inferiority.

    Answer

    CEO John Jacobs deferred committing to a specific trial readout timeline until a start date is finalized. Chief Medical Officer Dr. Robert Walker clarified that safety follow-up will be the standard length for adjuvanted vaccines. He confirmed the Phase IIIa study is designed to support licensure for both the CIC and the stand-alone flu vaccine, powered for non-inferiority, with a post-approval efficacy trial likely required.

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    Eric Joseph's questions to Revolution Medicines (RVMD) leadership

    Eric Joseph's questions to Revolution Medicines (RVMD) leadership • Q1 2025

    Question

    Eric Joseph of JPMorgan Chase & Co. requested supporting evidence for the correlation between higher response rates and better PFS outcomes in NSCLC, asked if frontline lung cancer cohorts are still enrolling, and questioned the potential for the subclinical QT signal to become more significant in a triplet regimen.

    Answer

    Dr. Mark Goldsmith, CEO, affirmed that the response rate-PFS link is a well-known concept. Dr. Wei Lin, CMO, addressed the QT signal, stating it is on par with or lower than monotherapy observations and is not expected to be enhanced in the triplet, remaining within the range of other approved drugs. Dr. Goldsmith also confirmed that dose optimization is ongoing, implying continued enrollment in the cohorts.

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    Eric Joseph's questions to Revolution Medicines (RVMD) leadership • Q4 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked about the registrational study in adjuvant PDAC, questioning if the 15% resectable patient population could expand with earlier detection and what the regulatory endpoint for approval might be.

    Answer

    CEO Dr. Mark Goldsmith deferred commenting on the regulatory bar pending discussions with authorities. Chief Medical Officer Dr. Wei Lin stated that the proportion of resectable cases is unlikely to change in the short term due to a lack of standard screening tests. Dr. Goldsmith added that future screening tools, like ctDNA tests, could increase early diagnosis and expand this patient population over the long term.

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    Eric Joseph's questions to Revolution Medicines (RVMD) leadership • Q3 2024

    Question

    Eric Joseph asked if the RMC-6236 plus pembrolizumab combination work includes triplets with chemotherapy for frontline NSCLC. He also inquired about the significant jump in quarterly operating expenses and the expected spending ramp into 2025.

    Answer

    Dr. Wei Lin, CMO, confirmed that a quadruplet combination of RMC-6236, pembrolizumab, and platinum-doublet chemotherapy is planned, to be initiated after an appropriate dose for the doublet is established. Jack Anders, CFO, addressed the financials, stating there were no one-time items in the OpEx increase. He noted that expenses are expected to continue increasing in 2025 due to advancing Phase III trials and commercial readiness activities.

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    Eric Joseph's questions to TG THERAPEUTICS (TGTX) leadership

    Eric Joseph's questions to TG THERAPEUTICS (TGTX) leadership • Q1 2025

    Question

    An associate on behalf of Eric Joseph asked about product adherence, referencing a potential 70% figure for persistence between biannual infusions and inquiring about trends observed in Q1.

    Answer

    Chief Commercialization Officer Adam Waldman responded that he did not recall the specific 70% figure but emphasized that persistence trends for Briumvi remain 'very positive' and 'strong,' continuing to track above the company's internal expectations.

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    Eric Joseph's questions to TG THERAPEUTICS (TGTX) leadership • Q4 2024

    Question

    Eric Joseph inquired about the market reception to the ENHANCE trial data, its potential impact on current use, and the strategic thinking behind exploring myasthenia gravis as an expansion opportunity.

    Answer

    CEO Michael Weiss explained that many physicians were already switching patients from other anti-CD20s to BRIUMVI without the introductory dose, and the ENHANCE data provides safety reassurance for this practice. He believes a formal label update would be needed for broad adoption of the 30-minute infusion. Regarding myasthenia gravis, Weiss noted that while the market is not as underserved as it once was, BRIUMVI could offer a highly active, convenient, and cost-effective option compared to existing expensive treatments.

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    Eric Joseph's questions to TG THERAPEUTICS (TGTX) leadership • Q3 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked for details on the clinical requirements to support a label update for a faster infusion time or skipping the loading dose, and what is being tracked for the subcutaneous version to determine the dosing interval.

    Answer

    CEO Michael Weiss explained that randomized, safety-focused trials would be needed for a faster infusion label update. For the subcutaneous program, he stated the primary focus is on bioequivalence to match the PK profile, which then determines the volume and tolerability. He also noted that B-cell decline is not an issue at any dose level being studied.

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    Eric Joseph's questions to NEKTAR THERAPEUTICS (NKTR) leadership

    Eric Joseph's questions to NEKTAR THERAPEUTICS (NKTR) leadership • Q4 2024

    Question

    Eric Joseph, on behalf of Chris Shibutani from Goldman Sachs, asked about the translatability of biomarker-to-clinical outcome correlations from the Phase Ib to the larger Phase IIb trial and whether biomarkers would be incorporated into future trial designs.

    Answer

    Chief Research and Development Officer Dr. Jonathan Zalevsky acknowledged that the small Phase Ib study only allowed for descriptive biomarker analysis. He stated that the larger, well-designed Phase IIb study is powered to explore these correlations more deeply, using serum biomarkers, flow cytometry, and local lesion data from tape strips. A key objective is to determine if these biomarkers can be predictive or prognostic, which would directly inform the design of future registrational trials.

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    Eric Joseph's questions to Wave Life Sciences (WVE) leadership

    Eric Joseph's questions to Wave Life Sciences (WVE) leadership • Q3 2024

    Question

    Ron, on behalf of Eric Joseph from JPMorgan Chase & Co., asked for clarification on what 'supportive' FDA feedback for the WVE-003 Huntington's program means, whether additional data was requested, and the reason for the IND submission timeline being in the second half of 2025.

    Answer

    Chief Development Officer Anne-Marie Li-Kwai-Cheung explained that 'supportive' means the FDA is open to and engaged on a potential accelerated approval pathway for Huntington's disease using biomarkers like caudate atrophy. CEO Paul Bolno added that the second half of 2025 IND timeline accounts for both detailed study planning and the necessary CMC and manufacturing work required to support a potentially registrational trial. He also noted that external research on caudate atrophy is providing supportive data the FDA has been looking for.

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    Eric Joseph's questions to Beam Therapeutics (BEAM) leadership

    Eric Joseph's questions to Beam Therapeutics (BEAM) leadership • Q3 2024

    Question

    Eric Joseph from JPMorgan Chase & Co. questioned the high total hemoglobin counts in the first two patients and asked if there were concerns about long-term persistence. He also followed up on whether any changes were made to the trial's screening or conditioning regimen following the patient death.

    Answer

    Chief Medical Officer Dr. Amy Simon stated that the mild hemoglobin elevations were considered lab abnormalities without clinical symptoms and were not a concern to investigators, given the overall improvement in blood health. Regarding the safety event, she confirmed no changes were made to eligibility criteria per DMC and FDA review, and that the patient's busulfan levels were within the target range as measured by the existing therapeutic drug monitoring protocol.

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    Eric Joseph's questions to Beam Therapeutics (BEAM) leadership • Q3 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked about the high total hemoglobin counts in the first two patients and whether this poses a long-term concern. He also followed up on whether any changes were made to the trial's screening criteria or conditioning regimen following the patient death.

    Answer

    Chief Medical Officer Dr. Amy Simon clarified that the elevated hemoglobin is considered a lab abnormality without clinical symptoms and is not viewed as a concern by investigators, given the overall improvement in blood health. She also confirmed no changes were made to eligibility criteria or the conditioning regimen, as the event was deemed within the known risk profile of busulfan.

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    Eric Joseph's questions to Beam Therapeutics (BEAM) leadership • Q3 2024

    Question

    Eric Joseph from JPMorgan Chase & Co. asked about the high total hemoglobin counts in the first two patients and whether there were long-term concerns. He also asked if the conditioning regimen was modified following the patient death.

    Answer

    Chief Medical Officer Dr. Amy Simon stated the elevated hemoglobin was a mild, asymptomatic lab abnormality not requiring intervention, and the overall improved blood health profile mitigates concern. She confirmed no changes were made to the protocol, as the DMC and FDA agreed the safety profile was unchanged, and noted that therapeutic drug monitoring for busulfan was already in place.

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    Eric Joseph's questions to Vir Biotechnology (VIR) leadership

    Eric Joseph's questions to Vir Biotechnology (VIR) leadership • Q3 2024

    Question

    Eric Joseph asked for clarification on the pivotal trial design for the hepatitis delta (HDV) program, specifically whether a randomized study with Hepcludex as a comparator is still planned and if the trial will continue to evaluate both combination and monotherapy with tobevibart.

    Answer

    Dr. Mark Eisner, Chief Medical Officer, reiterated Vir's commitment to advancing the combination of tobevibart and elebsiran, which has received Fast Track Designation from the FDA. He noted that further details on the registrational program design will be disclosed at the company's investor event in November.

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    Eric Joseph's questions to Kymera Therapeutics (KYMR) leadership

    Eric Joseph's questions to Kymera Therapeutics (KYMR) leadership • Q3 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. requested details on the KT-621 Phase 1 trial design, the scope of the H1 2025 data readout, and whether new immunology targets would be disclosed soon.

    Answer

    CMO Jared Gollob confirmed the H1 2025 data release will include the full SAD/MAD dataset, with a design comparable to the prior IRAK4 study. CEO Nello Mainolfi added that the trial will enroll up to 120 subjects and that at least one new immunology program will be unveiled next year, though likely closer to clinical entry for competitive reasons.

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    Eric Joseph's questions to Kymera Therapeutics (KYMR) leadership • Q1 2024

    Question

    Eric Joseph questioned the potential infection risk with the IRF5 degrader given its broad anti-inflammatory profile and asked if Kymera had preclinically compared its efficacy in lupus models to B-cell depleting therapies.

    Answer

    Senior Director of Immunology Veronica Campbell and CMO Jared Gollob responded. Veronica Campbell clarified that they don't expect broad immunosuppression because IRF5 is selectively expressed and key antiviral transcription factors like IRF3 and IRF7 are left intact. Jared Gollob noted they have shown superior or comparable activity to other agents like TYK2 inhibitors in lupus models and that IRF5's broader mechanism may be more active than B-cell depleters alone.

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    Eric Joseph's questions to Kyverna Therapeutics (KYTX) leadership

    Eric Joseph's questions to Kyverna Therapeutics (KYTX) leadership • Q3 2024

    Question

    Eric Joseph requested specifics on the STAT6 Phase 1 trial design, including the number of dose cohorts and participants, and asked if the readout in the first half of 2025 would be complete for both SAD and MAD components.

    Answer

    Chief Medical Officer Jared Gullop confirmed the readout will be a complete dataset from both the single and multiple ascending dose components. He noted the prior IRAK4 Phase 1 study is a reasonable guide. CEO Nellie Monofi added that the trial will include approximately 120 participants and details will be available on clinicaltrials.gov.

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    Eric Joseph's questions to Kyverna Therapeutics (KYTX) leadership • Q2 2024

    Question

    Eric Joseph from JPMorgan asked for more details on the data reviewed by Chimera and Sanofi that led to the expansion of the KT474 Phase 2 program, questioning if it included efficacy data and when new data might be released.

    Answer

    President and CEO Nello Manalfi confirmed the decision was based on an interim analysis of both safety and efficacy data reviewed by an independent data monitoring committee. He stated the review supported further investment but could not share specifics. Manalfi noted that updated trial timelines, expected to be beyond H1 2025, will be posted on clinicaltrials.gov.

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    Eric Joseph's questions to BLUE leadership

    Eric Joseph's questions to BLUE leadership • Q2 2024

    Question

    Inquired about the revenue recognition timeline for the three most recent LYFGENIA patient starts and asked for more detail on the Medicaid prior authorization metric, specifically the number of states it covers.

    Answer

    Revenue for the new LYFGENIA patients is expected within two quarters (6 months) of cell collection. The company clarified that the first LYFGENIA patient's manufacturing was completed on time. Regarding Medicaid access, they expect the number of states and covered patients to grow but did not provide a specific state count.

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    Eric Joseph's questions to BLUE leadership • Q1 2024

    Question

    Asked about what differentiates the most active QTCs, the representativeness of a reported QTC's treatment capacity, and whether a specific center has treated patients with ZYNTEGLO.

    Answer

    The initial QTCs had a time advantage and were early adopters. QTC capacity varies significantly across the network. The company declined to provide treatment details for specific QTCs.

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    Eric Joseph's questions to BLUE leadership • Q4 2023

    Question

    Asked for specifics on 2023 performance, including how many of the 26 cell collections resulted in revenue, how the time-to-treatment has trended, and how long a patient can remain 'in process' before treatment.

    Answer

    The company stated that every patient from the 26 collections in 2023 is still in the process (either infused or with product in manufacturing/delivered). They did not provide an exact number of infusions but noted the time from collection to infusion is generally one to two quarters. A patient can remain 'in process' until the drug product expires, which is about one year after manufacturing.

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    Eric Joseph's questions to ENANTA PHARMACEUTICALS (ENTA) leadership

    Eric Joseph's questions to ENANTA PHARMACEUTICALS (ENTA) leadership • Q2 2024

    Question

    Eric Joseph of JPMorgan Chase & Co. asked about the strategic clinical development plans for the KIT inhibitor program, including the potential for partnerships, and sought a preview of the company's second immunology program.

    Answer

    Dr. Jay Luly, President and CEO, stated that the plan for the KIT inhibitor is to identify a candidate in Q4 2024, advance it into the clinic, and conduct a straightforward proof-of-concept study in CSU, leveraging tryptase as a biomarker. He noted it was too early to detail the second immunology program but confirmed it would broaden the pipeline beyond KIT. Dr. Tara Kieffer, Chief Product Strategy Officer, added that the biomarker can help de-risk the program early in Phase I.

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    Eric Joseph's questions to ENANTA PHARMACEUTICALS (ENTA) leadership • Q2 2024

    Question

    The analyst inquired about the strategic clinical development plans for the KIT inhibitor program, including potential partnerships and milestones. They also asked for a preview of the company's second planned immunology program.

    Answer

    The company stated it's too early to discuss the second immunology program in detail but confirmed they are looking to broaden beyond their current KIT program. For the first KIT program, the plan is to identify a candidate in Q4, move it into the clinic, and conduct a straightforward Phase I study using serum tryptase as a biomarker for target engagement. This biomarker has shown a strong correlation with clinical outcomes in other studies, which helps derisk the program early. They plan to progress to a proof-of-concept study in CSU.

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    Eric Joseph's questions to ENANTA PHARMACEUTICALS (ENTA) leadership • Q1 2024

    Question

    Asked about enrollment targets for the RSVPEDs study, the timeline for the RSV high-risk study relative to RSVPEDs, and whether a pediatric efficacy study is contingent on the high-risk adult study results.

    Answer

    The company plans to hit the full enrollment target for RSVPEDs for the Q3 readout. The RSVHR study is tracking behind RSVPEDs and will require continued enrollment. A decision to advance the pediatric program is not dependent on the high-risk adult study results.

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    Eric Joseph's questions to ENANTA PHARMACEUTICALS (ENTA) leadership • Q4 2023

    Question

    Asked about the inclusion of vaccinated patients in the EDP-938 high-risk study, the impact of vaccination on enrollment and future trial design, and what development activities are assumed in the cash runway guidance through 2027.

    Answer

    The current Phase II study for EDP-938 does not include vaccinated patients, and vaccine uptake is currently too low to be a factor. Future Phase III design will consider the vaccination landscape at that time. The cash runway guidance assumes advancement of both EDP-938 and EDP-323 into registrational studies.

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    Eric Joseph's questions to ROCKET PHARMACEUTICALS (RCKT) leadership

    Eric Joseph's questions to ROCKET PHARMACEUTICALS (RCKT) leadership • Q2 2021

    Question

    Eric Joseph sought clarification on the potential pivotal Phase 2 trial for Danon, asking if it would be a single program for adolescents and pediatrics and what the gating factors are for an end-of-Phase 1 meeting with the FDA.

    Answer

    CEO Gaurav Shah confirmed the plan is for a single trial covering both pediatrics and adolescents. He identified the key gating factors as obtaining initial data in pediatric patients and finalizing the natural history study output to help define the protocol and endpoints with the FDA. He also noted that fewer patients are needed to reach this meeting now that the high dose has been removed.

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