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    Esther Rajavelu

    Research Analyst at UBS

    Esther Rajavelu's questions to Biohaven (BHVN) leadership

    Esther Rajavelu's questions to Biohaven (BHVN) leadership • Q3 2021

    Question

    Esther Rajavelu from UBS asked for clarification on whether the Pfizer deal includes Asian markets. She also asked about the planned use of the capital infusion from the deal over the next 12 to 18 months.

    Answer

    CEO Dr. Vlad Coric confirmed that Pfizer secured rights for all ex-U.S. markets, including the substantial Asian markets like China. CFO Jim Engelhart explained that a key strategic use of the funds is to accelerate the company's path to profitability and enable the self-funding of its pipeline programs, thereby limiting future shareholder dilution.

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    Esther Rajavelu's questions to Biohaven (BHVN) leadership • Q2 2021

    Question

    Esther Rajavelu of UBS asked for clarification on whether prescribing PCPs are generalists or headache specialists and inquired about the expected market dynamics and commercial strategy for the upcoming EU launch.

    Answer

    CCO BJ Jones clarified that the vast majority of prescribing PCPs are general practitioners, which represents a significant area for future growth. CMO Dr. Elyse Stock noted that European physicians are very excited for a potential approval and expects market dynamics to be comparable to the U.S. CEO Vlad Coric added that the positive health economic benefits seen in the U.S. are expected to translate to Europe as well.

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    Esther Rajavelu's questions to Biohaven (BHVN) leadership • Q1 2021

    Question

    Esther Rajavelu of UBS asked about the commercial strategy for the MPO inhibitor in MSA, including prescriber education and regulatory timelines. She also inquired about the proportion of patients on mAb preventives who also use NURTEC ODT.

    Answer

    CEO Vladimir Coric stated that the commercial plan for MSA involves educating community neurologists to differentiate it from Parkinson's, as specialty centers already diagnose it effectively. Regarding the second question, he noted that while they hear anecdotally that NURTEC is used for breakthrough migraines by patients on mAbs, they do not have a quantifiable number.

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    Esther Rajavelu's questions to Innoviva (INVA) leadership

    Esther Rajavelu's questions to Innoviva (INVA) leadership • Q4 2017

    Question

    Esther Rajavelu from Deutsche Bank inquired about Innoviva's G&A costs, specifically the timing of the D&O insurance recovery, and the marketing strategy for the entire respiratory portfolio following the launch of TRELEGY.

    Answer

    Eric d'Esparbes, Interim Principal Executive Officer and CFO, clarified that the $2.7 million D&O recovery was for the full year, not just Q4, and that Q4 G&A had minimal litigation costs. He explained that TRELEGY's addition to the ELLIPTA portfolio is a strategic advantage, allowing patients to use the same device as their disease progresses, and that the overall commercial strategy remains unchanged, aiming to provide appropriate treatments for a diverse set of COPD symptoms.

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