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    Ike Lee [Analyst] • Citigroup Inc.

    Ike Lee [Analyst]'s questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership

    Ike Lee [Analyst]'s questions to Arrowhead Pharmaceuticals Inc (ARWR) leadership • Q2 2025

    Question

    Ike Lee from Citigroup, on behalf of David Lebowitz, asked about Arrowhead's pricing strategy for plozasiran, specifically navigating the transition from an ultra-rare FCS indication to a more prevalent SHTG indication.

    Answer

    President and CEO Dr. Christopher Anzalone confirmed the strategy is to launch with a price commensurate with an ultra-orphan indication for FCS. He stated that if the drug is later approved for the broader SHTG population, the company would bring the price down accordingly, though specific price points are not yet determined.

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    Ike Lee [Analyst]'s questions to Cytokinetics Inc (CYTK) leadership

    Ike Lee [Analyst]'s questions to Cytokinetics Inc (CYTK) leadership • Q4 2024

    Question

    Ike Lee, on for David Lebowitz at Citigroup, asked for expectations on the exercise capacity primary endpoint for the MAPLE-HCM readout, specifically the expected level of benefit versus beta-blockers and the definition of clinical meaningfulness.

    Answer

    EVP of R&D Fady Malik stated that the MAPLE trial was powered to show a 2.0 mL/kg/min difference in peak VO2 between aficamten and metoprolol, which is a reasonable expectation given the 1.75 achieved in SEQUOIA. He noted that any improvement above 1.0 is considered clinically meaningful and that the overall assessment will also include consistency across other endpoints, safety, and tolerability.

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    Ike Lee [Analyst]'s questions to Ionis Pharmaceuticals Inc (IONS) leadership

    Ike Lee [Analyst]'s questions to Ionis Pharmaceuticals Inc (IONS) leadership • Q4 2024

    Question

    Ike Lee from Citigroup, on for David Lebowitz, asked about the sHTG trial readout, questioning the rationale for the 12-month timeline and the general understanding of the clinical needs of this patient population.

    Answer

    CEO Brett Monia, CDO Richard Geary, and CGSPO Kyle Jenne provided a multi-faceted answer. Monia clarified the primary endpoint is triglyceride lowering at 6 months, not 12. Geary emphasized that regulatory agencies view levels above 500 mg/dL as a significant risk, making any reduction beneficial. Jenne added a commercial perspective, stating a clear unmet need exists as current therapies fail to get patients to guideline-recommended levels. Monia also stressed that sHTG is a highly symptomatic disease beyond just pancreatitis risk.

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    Ike Lee [Analyst]'s questions to Schrodinger Inc (SDGR) leadership

    Ike Lee [Analyst]'s questions to Schrodinger Inc (SDGR) leadership • Q4 2024

    Question

    Ike Lee, on behalf of David Lebowitz, asked about the key safety signals being monitored for the Wee1/Myt1 inhibitor (SGR-3515) given historical challenges in the class, and which solid tumor types are of particular interest.

    Answer

    President of R&D, Therapeutics, Karen Akinsanya, emphasized that their dual-inhibitor approach and intermittent dosing schedule are designed to maintain efficacy while mitigating toxicity, a key focus of the ongoing trial. She noted that while tumor types like ovarian and uterine cancer have shown sensitivity to Wee1 inhibition, the initial goal is to fully characterize the drug's safety and activity profile before defining a broader tumor strategy.

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