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    Jason (Last Name Unknown) • Unknown Organization

    Jason (Last Name Unknown)'s questions to XPO Inc (XPO) leadership

    Jason (Last Name Unknown)'s questions to XPO Inc (XPO) leadership • Q1 2025

    Question

    An analyst identified as Jason asked how contractual renewals would look without the mix-shift benefit from local and premium services, and questioned the competitive threat from Amazon and UPS entering the heavy freight space.

    Answer

    CFO Kyle Wismans stated that contract renewals accelerated to the mid-to-high single-digit range, reflecting confidence in above-market yield performance. Executive Mario Harik addressed competitive threats, viewing them as not material. He characterized the UPS offering as targeting very lightweight, non-traditional LTL freight and noted that the large retailer's (Amazon) LTL exposure is minimal, with its focus more on filling excess truckload capacity.

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    Jason (Last Name Unknown)'s questions to Ocugen Inc (OCGN) leadership

    Jason (Last Name Unknown)'s questions to Ocugen Inc (OCGN) leadership • Q3 2024

    Question

    Jason from an unknown firm asked about the expected data and success criteria for the upcoming OCU410 (geographic atrophy) clinical showcase, the data timeline for the OCU410ST (Stargardt) study, its potential market fit with other late-stage drugs, and how Ocugen's modifier gene therapies avoid the safety issues impacting competitors.

    Answer

    Dr. Huma Qamar, Chief Medical Officer, stated that the upcoming showcase will feature preliminary safety and efficacy data for both the geographic atrophy and Stargardt programs, including functional and structural endpoints. Dr. Shankar Musunuri, CEO, added that OCU410ST is intended as a standalone treatment. He also explained that Ocugen mitigates gene therapy risks through high-quality product manufacturing, which has resulted in no product-related SAEs, and the use of lower doses for subretinal delivery compared to higher-risk systemic therapies.

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