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    Gena Huidong Wang • Barclays

    Gena Huidong Wang's questions to Legend Biotech Corp (LEGN) leadership

    Gena Huidong Wang's questions to Legend Biotech Corp (LEGN) leadership • Q2 2025

    Question

    Gena Huidong Wang asked about the financial impact of the community expansion effort, including its contribution to Q2 revenue, the percentage of treatment centers with outpatient capabilities, and the portion of Q2 revenue from outpatient settings.

    Answer

    Alan Bash, President of CARVYKTI, stated that while it is too early to quantify the revenue contribution from specific community expansion efforts, 70% of patients originate from the community setting. He also confirmed that over half of patients are administered CARVYKTI in an outpatient setting, which helps free up inpatient capacity and improve the experience for treatment centers.

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    Gena Huidong Wang's questions to Moderna Inc (MRNA) leadership

    Gena Huidong Wang's questions to Moderna Inc (MRNA) leadership • Q2 2025

    Question

    Gena Wang asked for the latest thinking on FDA submission requirements for the flu-COVID combo vaccine and for details on the statistical hierarchy for the CMV trial's new secondary endpoints.

    Answer

    President Stephen Hoge responded that consultations with the FDA on the flu-COVID combo are just beginning, so requirements are not yet finalized, but flu efficacy data is key. For CMV, he confirmed a hierarchical testing approach for the secondary endpoints but did not disclose specifics. He reiterated a 'fall' timeline for the data readout but declined to commit to a more precise two-month window.

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    Gena Huidong Wang's questions to Regenxbio Inc (RGNX) leadership

    Gena Huidong Wang's questions to Regenxbio Inc (RGNX) leadership • Q2 2025

    Question

    Gena Huidong Wang asked for clarification on the Suravec pivotal study, including the rationale for adding a fourth dose level, the primary endpoint timing, the reason for the amended AbbVie agreement, and the cost of the new Phase 2b study. She also inquired about recent FDA interactions for the DMD program.

    Answer

    President & CEO Curran Simpson noted consistent FDA interactions and no shifts in clinical trial design expectations for DMD. He and CFO Mitch Chan explained the AbbVie agreement was amended to accommodate the new Phase 2b trial, accelerating a $100 million milestone payment which will more than cover the study's cost. CMO Dr. Steve Pakola confirmed the primary endpoint is at one year and the fourth dose level was added to explore higher efficacy given the strong safety profile.

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    Gena Huidong Wang's questions to Vir Biotechnology Inc (VIR) leadership

    Gena Huidong Wang's questions to Vir Biotechnology Inc (VIR) leadership • Q2 2025

    Question

    Gena Huidong Wang from Barclays asked if the December 2026 primary completion date for the 48-week ECLIPSE-1 study implies that most patients are already enrolled. She also questioned the low starting dose for VIR-5525 and plans for testing different dosing frequencies.

    Answer

    EVP & Chief Medical Officer Dr. Mark Eisner clarified that trial enrollment typically ramps up over time and declined to give specific numbers but expressed satisfaction with the progress. EVP of Oncology Dr. Mika Derynck explained the VIR-5525 starting dose is standard per regulatory guidance (MABEL dose) but anticipates rapid dose escalation due to learnings from other programs. She confirmed that while weekly dosing is required initially, less frequent dosing schedules are planned.

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    Gena Huidong Wang's questions to Ionis Pharmaceuticals Inc (IONS) leadership

    Gena Huidong Wang's questions to Ionis Pharmaceuticals Inc (IONS) leadership • Q2 2025

    Question

    Gena Wang from Barclays questioned the TRINGOZA full-year guidance of $75-80 million, noting it implies a slowdown in quarterly growth for the second half of the year. She also sought more specific numbers on the anticipated acute pancreatitis (AP) events in the CORE studies.

    Answer

    CGO Kyle Jenne explained the launch's initial bolus included converting clinical trial participants and previously identified patients. He stated that future growth relies on identifying new patients, which takes more time and educational effort, justifying the guidance. CEO Brett Monia reiterated that while total AP events will exceed the FCS study, he would not provide a more specific number ahead of the September data release.

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