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    Ernesto Rodriguez-Dumont

    Vice President of Biotech Equity Research at TD Cowen

    Ernesto Rodriguez-Dumont is a Vice President of Biotech Equity Research at TD Cowen, specializing in coverage of the biotechnology sector with a focus on companies such as Dynavax Technologies. Having started his career in equity research less than a year ago, Rodriguez-Dumont previously held associate roles at Cowen & Co. and TD Securities. He is a previously registered broker with experience spanning four years and two firms, according to FINRA BrokerCheck, though he currently holds no active state licenses. Rodriguez-Dumont's academic background and licensing details, along with notable performance metrics or industry recognitions, are not publicly available at this time.

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

    Ernesto Rodriguez-Dumont's questions to Kura Oncology (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 Theravance Biopharma (TBPH) leadership

    Ernesto Rodriguez-Dumont's questions to Theravance Biopharma (TBPH) leadership • Q3 2024

    Question

    Ernesto Rodriguez-Dumont from TD Cowen asked for more detail on the drivers behind YUPELRI's 40% year-over-year growth in hospital doses and questioned the timing and ideal outcome of the newly formed Strategic Review Committee.

    Answer

    Chief Business Officer Rhonda Farnum attributed YUPELRI's hospital growth to securing more formulary approvals and implementing therapeutic interchange protocols, which significantly boost market share. CEO Rick Winningham explained that the Board formed the Strategic Review Committee now to proactively unlock the value of the company's assets—including TRELEGY, YUPELRI, ampreloxetine, and tax attributes—which they believe are not reflected in the current share price.

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    Ernesto Rodriguez-Dumont's questions to DYNAVAX TECHNOLOGIES (DVAX) leadership

    Ernesto Rodriguez-Dumont's questions to DYNAVAX TECHNOLOGIES (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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