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    Jean-Jacques Le Fur

    Healthcare Equity Research Analyst at Bryan, Garnier & Co

    Jean-Jacques Le Fur is a Healthcare Equity Research Analyst at Bryan, Garnier & Co, specializing in pharmaceutical equities with deep expertise in drug manufacturers. He has covered major companies such as Novartis and Inventiva, publishing research and engaging in earnings calls, though his published performance includes a 0% success rate and an average return of -22.16% on tracked stock calls. Beginning his career in healthcare financial research, Le Fur joined Bryan, Garnier & Co as a pharmaceuticals analyst, contributing to the firm's significant healthcare sector insight, and he holds a PharmD degree. He operates within a fully regulated environment, as Bryan, Garnier & Co is authorized by the FCA and FINRA, though his individual securities licenses or FINRA registration are not publicly confirmed.

    Jean-Jacques Le Fur's questions to Inventiva (IVA) leadership

    Jean-Jacques Le Fur's questions to Inventiva (IVA) leadership • Q4 2021

    Question

    Jean-Jacques Le Fur from Bryan, Garnier & Co posed three questions: 1) The reasoning for choosing the 800mg dose of lanifibranor over the 1,200mg dose for the LEGEND trial. 2) An update on the preclinical YAP/TEAD oncology program. 3) The key drivers for the projected €100 million in spending for the upcoming year.

    Answer

    CMO Michael Cooreman and executive Pierre Broqua clarified that the 800mg dose was selected for LEGEND because it demonstrates maximal efficacy on the primary endpoint, HbA1c, with no significant difference compared to the 1,200mg dose on metabolic markers. Pierre Broqua also reported that for the YAP/TEAD program, lead compounds are now advancing into in-vivo models for hepatic and renal cancer. CFO Jean Volatier stated that the significant increase in cash burn is almost entirely driven by the ramp-up of the NATiV3 Phase III trial, including increased CRO and CDMO costs.

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