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    Farzin Haque • Jefferies

    Farzin Haque's questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership

    Farzin Haque's questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership • Q3 2025

    Question

    Farzin Haque, on behalf of Maury Raycroft, inquired about Arrowhead's perspective on an upcoming competitor data release for severe hypertriglyceridemia (SHTG) and how it might compare to their own plozasiran studies.

    Answer

    CEO Christopher Anzalone stated that it's difficult to compare drugs across different studies and that Arrowhead is focused on its own data, where they expect plozasiran to be a best-in-class triglyceride reducer. Interim Chief Medical Scientist Bruce Given added that while the competitor's patient population appears similar, the ultimate impact of their data remains to be seen.

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    Farzin Haque's questions to Intellia Therapeutics Inc (NTLA) leadership

    Farzin Haque's questions to Intellia Therapeutics Inc (NTLA) leadership • Q2 2025

    Question

    Representing Maury Raycroft at Jefferies, Farzin Haque questioned the latest assumptions on the Phase 3 event accrual rate for Nexi and whether this influenced the decision to expand the MAGNITUDE study.

    Answer

    President and CEO John Leonard explained that while specific event rates are not disclosed, their calculations are informed by competitor data, other databases, and their own maturing Phase 1 data. He noted that the deep and sustained TTR reduction seen with Nexi is expected to result in a lower event rate, and the study expansion is intended to ensure a more robust outcome while staying within original timelines.

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    Farzin Haque's questions to Travere Therapeutics Inc (TVTX) leadership

    Farzin Haque's questions to Travere Therapeutics Inc (TVTX) leadership • Q2 2025

    Question

    Farzin Haque from Jefferies requested more perspective on the dynamics and breakdown of Q2 growth, specifically contributions from stocking, new patients, and persistence rates, and how this might look for the rest of the year.

    Answer

    Peter Heerma, Chief Commercial Officer, stated that there was no stocking and the growth was performance-driven. President & CEO Dr. Eric Dube added that persistence rates remain very high and that all lead indicators are strong. He noted the dynamic of growth from new patients on top of a growing base of continuing patients is precisely what they expect to be sustainable.

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    Farzin Haque's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership

    Farzin Haque's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership • Q2 2025

    Question

    Representing Maury Raycroft of Jefferies, Farzin Haque asked for more granular timing on the cetrusumab data disclosure, details on the Angelman Phase 3 patient baseline profile versus Phase 1/2, and whether more durability data from the Phase 1/2 cohort could be expected this year.

    Answer

    Emil Kakkis, Founder, President & CEO, indicated the cetrusumab data would be available 'around the end of the year,' declining to be more specific to ensure a high-quality study closeout. He confirmed the Angelman patient profiles are identical between phases and stated there are no current plans to release more Phase 1/2 data as the team is focused on the Phase 3 program.

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    Farzin Haque's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership

    Farzin Haque's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership • Q4 2024

    Question

    A representative for Farzin Haque asked if the 2025 revenue guidance of $240M-$250M is conservative given the Q4 run rate, and questioned the company's strategy regarding LUPKYNIS patent exclusivity in light of a recent ANDA filing.

    Answer

    President and CEO Peter Greenleaf stated the guidance is not conservative but is based on historical financial results from five years on the market. He reaffirmed the company's robust patent portfolio, which could provide protection until 2037, and stated Aurinia's full intention to vigorously defend its intellectual property against any ANDA filings.

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    Farzin Haque's questions to Abeona Therapeutics Inc (ABEO) leadership

    Farzin Haque's questions to Abeona Therapeutics Inc (ABEO) leadership • Q2 2024

    Question

    Farzin Haque of Jefferies inquired about the specifics of the FDA's feedback on the two outstanding CMC items, the sterility and identity assays, and whether new experiments were required. He also asked for confirmation on the status of the retroviral replication assay and for more granularity on the BLA resubmission timing.

    Answer

    CEO Vishwas Seshadri clarified that the FDA's feedback on the rapid sterility test pertained to the statistical approach for validation, not a request for a new experimental method. He noted alignment on the identity assay approach and confirmed the retroviral replication assay is now considered resolved. Seshadri reiterated that the company remains on track for a BLA resubmission in the second half of 2024 but declined to provide a more specific timeline.

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