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    Greg Harrison • Scotiabank

    Greg Harrison's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership

    Greg Harrison's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q2 2025

    Question

    Joe Thomas on behalf of Greg Harrison at Scotiabank asked about the competitive advantage EyePoint gains from being first to market, particularly now that a competitor's second trial readout is delayed to 2027.

    Answer

    CEO Jay Duker emphasized that while having multiple companies in the TKI space is additive for a large market, the first-mover advantage is 'really important.' He stressed that EyePoint's competitive edge is a full package, including not just timing but also a likely six-month dosing label, ease of use, and a strong safety profile, which together position the company to be the leader in sustained-release retinal therapies.

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    Greg Harrison's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q1 2025

    Question

    Joe, on behalf of Greg Harrison at Scotiabank, asked about the potential for a rolling NDA submission given the different enrollment rates of the two trials and how that might affect the data release strategy.

    Answer

    CEO Dr. Jay Duker explained that the NDA submission is limited by the last patient visit in the second trial (LUCIA). However, Chief Medical Officer Dr. Ramiro Ribeiro added that since the LUGANO trial is enrolling faster, they can accelerate the interpretation and analysis for that study. Because the trials are identical, this work will create efficiencies and speed up the process once the second study's data is available.

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    Greg Harrison's questions to BridgeBio Pharma Inc (BBIO) leadership

    Greg Harrison's questions to BridgeBio Pharma Inc (BBIO) leadership • Q2 2025

    Question

    Greg Harrison from Scotiabank asked about the key identified areas for growth for the Atruvio launch and the company's main execution priorities for the remainder of the year.

    Answer

    CEO Neil Kumar identified continued clinical differentiation through subpopulation data (e.g., AFib), emphasizing the drug's early impact, and improving patient access as primary growth drivers. CCO Matthew Outten added that a key priority is ensuring seamless access for any patient who wants Atruvio, especially as new-to-market insurance edits are resolved.

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    Greg Harrison's questions to BridgeBio Pharma Inc (BBIO) leadership • Q1 2025

    Question

    Greg Harrison from Scotiabank asked for clarification on the Attruby launch dynamics, questioning whether the strong revenue was driven by faster-than-expected market growth or a higher-than-anticipated percentage of patients switching from Tafamidis.

    Answer

    VP of Strategic Finance Chinmay Shukla clarified that while they saw more switches than expected initially, the company's focus remains on the treatment-naive market, where they see consistent growth. He attributed the strong quarter to a combination of market growth, high demand, and strong conversion. CCO Matt Outten added that the ATTR-CM market has been growing at a double-digit rate.

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    Greg Harrison's questions to Apellis Pharmaceuticals Inc (APLS) leadership

    Greg Harrison's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q1 2025

    Question

    Greg Harrison asked for the reasons behind the quarterly revenue decline for EMPAVELI in PNH, questioning if it was due to inventory issues or changes in demand.

    Answer

    Executive Cedric Francois expressed satisfaction with EMPAVELI's stable position in PNH despite an oral competitor, noting some patients have returned to EMPAVELI after trying the oral drug. Executive Timothy Sullivan attributed the revenue decline to a mix of factors: about one-third from inventory and pricing dynamics, and two-thirds from a small decrease in demand versus the prior year. Executive David Acheson added that patient compliance remains high.

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