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    Jayed Momin • Stifel Financial Corp.

    Jayed Momin's questions to Mineralys Therapeutics Inc (MLYS) leadership

    Jayed Momin's questions to Mineralys Therapeutics Inc (MLYS) leadership • Q2 2025

    Question

    Jayed Momin, on for Annabel Samimy at Stifel, inquired about the commercial launch strategy, preparations for the pre-NDA meeting with the FDA, and any potential counter-detailing plans against competitors.

    Answer

    CEO Jon Congleton explained that it is too early to detail commercial strategy, as the current focus is on payer value proposition and medical affairs. He expressed confidence in the comprehensive data package for the pre-NDA meeting, which covers diverse patient populations. Regarding competitors, he stated they will await the full data release before making any comparisons or formulating specific messaging.

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    Jayed Momin's questions to Altimmune Inc (ALT) leadership

    Jayed Momin's questions to Altimmune Inc (ALT) leadership • Q2 2025

    Question

    Jayed Momin of Stifel Financial Corp. inquired about Altimmune's strategy for leveraging non-invasive tests (NITs) and PathAI analysis for its NASH program, given the 24-week fibrosis data did not reach statistical significance. He also asked for the rationale behind testing only the 2.4mg dose in the new AUD and ALD trials.

    Answer

    Chief Medical Officer Dr. M. Scott Harris explained that there is growing acceptance of NITs and that longer, larger Phase 3 trials are expected to demonstrate statistical significance on fibrosis. CEO Dr. Vipin Garg added that the 24-week readout was early. Regarding the AUD/ALD trials, Dr. Harris stated that testing the most efficacious dose in Phase 2 is appropriate, with the potential to explore other doses in Phase 3.

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