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    James Condulis • Stifel Nicolaus

    James Condulis's questions to Cytokinetics Inc (CYTK) leadership

    James Condulis's questions to Cytokinetics Inc (CYTK) leadership • Q2 2025

    Question

    James Condulis from Stifel Nicolaus asked about the upcoming HFpEF data for ulicamten, what constitutes a successful outcome, and the importance of the nHCM trial results for confirming its mechanism.

    Answer

    Stuart Kupfer, SVP & Chief Medical Officer, outlined that a 'win' for the Phase 2 AMBER HFpEF trial would include symptomatic improvement (KCCQ, NYHA), better biomarkers, and improved diastolic function. He and Fady Malik, EVP of R&D, confirmed that positive data from nHCM studies inform the potential benefit in HFpEF due to the shared pathophysiology.

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    James Condulis's questions to Cytokinetics Inc (CYTK) leadership • Q1 2025

    Question

    James Condulis of Stifel asked if the FDA's request for a REMS came after the mid-cycle review and requested more color on that meeting.

    Answer

    Robert I. Blum, President and CEO, confirmed the timing was around the mid-cycle review, as indicated in a prior 8-K filing. He stated that the company has provided all the detail it can on the matter and will maintain consistency with its previous disclosures.

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    James Condulis's questions to Cytokinetics Inc (CYTK) leadership • Q4 2024

    Question

    James Condulis of Stifel asked about the potential for the REMS program for mavacamten (Camzyos) to be eased and how that might impact the competitive differentiation for aficamten's own potential REMS.

    Answer

    President & CEO Robert I. Blum acknowledged BMS's application to ease the Camzyos REMS and stated that market research indicates several meaningful points of differentiation for aficamten beyond echo frequency. EVP & CCO Andrew Callos added that if the entire CMI category sees relaxed monitoring, it would be a positive for market growth, as it could encourage more physicians to treat patients. Blum reiterated the goal is to expand CMI use and expressed confidence in aficamten's differentiated profile.

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    James Condulis's questions to Soleno Therapeutics Inc (SLNO) leadership

    James Condulis's questions to Soleno Therapeutics Inc (SLNO) leadership • Q2 2025

    Question

    James Condulis of Stifel Nicolaus asked if the initial patient starts were driven by normal physician visit cadences or by proactive, off-cycle patient requests, and also inquired about the primary rate-limiting factor for uptake going forward.

    Answer

    CCO Meredith Manning responded that they are seeing both proactive patients scheduling early and patients coming in during normal cycles. She noted that many clinics are now establishing dedicated PWS clinic days, which should help create a steadier patient flow and manage the high demand, which appears to be the main logistical factor.

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    James Condulis's questions to Soleno Therapeutics Inc (SLNO) leadership • Q1 2025

    Question

    James Condulis asked about the typical conversion rate from patient start forms to paid prescriptions in rare disease launches and whether the pace of new start forms is expected to accelerate.

    Answer

    CCO Meredith Manning responded that it is too early to provide a specific conversion percentage but that the company expects results comparable to other strong rare disease launches. Executive James MacKaness added that the significant unmet need in PWS should support a conversion rate that is at least comparable to peers.

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