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    Ernesto Rodriguez-Dumont • TD Cowen

    Ernesto Rodriguez-Dumont's questions to Kura Oncology Inc (KURA) leadership

    Ernesto Rodriguez-Dumont's questions to Kura Oncology Inc (KURA) leadership • Q4 2024

    Question

    Ernesto Rodriguez-Dumont, for Phil Nadeau at TD Cowen, asked how ziftomenib is expected to be differentiated in a competitive menin inhibitor landscape. He also asked what clinical endpoints would be most relevant for the KOMET-015 trial in GIST.

    Answer

    CEO Troy Wilson highlighted ziftomenib's differentiation through its superior safety, tolerability, and convenience profile, which is key for long-term combination therapy in the frontline setting. For GIST, CMO Dr. Mollie Leoni explained they are looking for three key signals: saving or deepening responses to imatinib and prolonging the duration of response.

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    Ernesto Rodriguez-Dumont's questions to Dynavax Technologies Corp (DVAX) leadership

    Ernesto Rodriguez-Dumont's questions to Dynavax Technologies Corp (DVAX) leadership • Q3 2024

    Question

    Ernesto Rodriguez-Dumont from TD Cowen questioned if the widely reported lower RSV vaccination rates could create a positive upside for HEPLISAV-B sales by freeing up capacity in the retail channel. He also asked if there were any learnings from the discontinued Tdap vaccine program that could be applied to other pipeline programs or potential new indications.

    Answer

    Chief Commercial Officer Donn Casale responded that while lower RSV rates present an opportunity for a "plus 1" vaccination campaign with HEPLISAV-B, this dynamic was already factored into their Q4 and 2025 guidance and does not necessarily represent an upside. CEO Ryan Spencer stated there is no negative scientific read-through from the Tdap program to other assets, emphasizing that the key takeaway is the company's disciplined R&D approach of setting high thresholds for advancing commercially competitive products.

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