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    Frances Dovell • TD Cowen

    Frances Dovell's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Frances Dovell's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen asked for an update on the timeline for the Investigational New Drug (IND) submissions for the company's TSH and SST3 agonist programs, confirming if they are still targeted for 2025.

    Answer

    Founder and Chief Scientific Officer Stephen Betz confirmed that the IND-enabling work for both the TSH and SST3 agonist programs is in progress and that the company is still targeting submission by the end of 2025 for both molecules.

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    Frances Dovell's questions to Travere Therapeutics Inc (TVTX) leadership

    Frances Dovell's questions to Travere Therapeutics Inc (TVTX) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen asked what steps would be necessary to get the Filspari REMS program removed entirely following the upcoming PDUFA date for its modification, and what the expected timeline for that would be.

    Answer

    Dr. William Rote, Chief Research Officer, explained that the ultimate goal is full REMS removal, which has always been planned as a two-step process. He noted that historically, the FDA has been anchored on completing the PMR study (3,000 patients for two years), but Travere will continue dialogue to evaluate opportunities for earlier removal after the August 28 PDUFA date.

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    Frances Dovell's questions to Lantheus Holdings Inc (LNTH) leadership

    Frances Dovell's questions to Lantheus Holdings Inc (LNTH) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen inquired about the market positioning and pricing strategy for the new PSMA imaging agent relative to the current Polarify, especially with new market entrants.

    Answer

    President Paul Blanchfield explained that the new formulation is expected to improve pricing dynamics. He stated that achieving its own 3-year TPT status would create a level reimbursement playing field and a reset of the 340B best price would be beneficial. This would allow the agent's clinical differentiation, rather than reimbursement inequities, to drive customer choice.

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