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    Jeff Jones

    Managing Director and Senior Analyst at Oppenheimer & Co. Inc.

    Jeff Jones is a Managing Director and Senior Analyst at Oppenheimer & Co. Inc., specializing in biotechnology equity research with deep expertise spanning human and animal biopharma sectors. He covers cutting-edge companies such as Immunocore Holdings and maintains a strong reputation for insightful analysis and sector leadership. Jones began his career in biotechnology corporate roles, serving as Vice President of Business Development at Aratana Therapeutics and COO at Pharmathene, before founding One Health Advisors and later joining Oppenheimer as an equity analyst. He holds a Ph.D. in Cell & Molecular Biology from Baylor College of Medicine, an MBA from Cornell University’s Johnson Graduate School of Management, and a B.A. in Biology from the University of Virginia.

    Jeff Jones's questions to ABEONA THERAPEUTICS (ABEO) leadership

    Jeff Jones's questions to ABEONA THERAPEUTICS (ABEO) leadership • Q2 2025

    Question

    Jeff Jones of Oppenheimer & Co. Inc. requested the number of prior authorizations submitted to date, the timeline for biopsies this quarter, and any potential hurdles, including FDA interactions, related to the manufacturing capacity ramp-up to 10 patients per month.

    Answer

    CEO Vishwas Seshadri stated that while the number of prior authorizations is dynamic, the 100% approval rate is highly encouraging and supports the 10-14 patient target for 2025. CTO Brian Kevany added that the manufacturing ramp-up is on track and that scaling beyond six patients per month will require discussions with the FDA, but they do not anticipate a formal facility inspection for this change.

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    Jeff Jones's questions to Kymera Therapeutics (KYMR) leadership

    Jeff Jones's questions to Kymera Therapeutics (KYMR) leadership • Q2 2025

    Question

    Jeff Jones of Oppenheimer & Co. asked for more detail on Sanofi's decision to switch from the first-generation IRAK4 degrader (KT-474) to the second-generation (KT-485), and whether a concerning safety signal prompted the change.

    Answer

    CEO Nello Mainolfi clarified that Sanofi's decision was based on KT-485's superior preclinical profile, including better potency and distribution, and a complete lack of the subclinical, self-resolving QT finding seen with KT-474. He stressed that no new negative safety information on KT-474 had emerged, and the switch was to advance the more competitive asset.

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    Jeff Jones's questions to Corvus Pharmaceuticals (CRVS) leadership

    Jeff Jones's questions to Corvus Pharmaceuticals (CRVS) leadership • Q2 2025

    Question

    Jeff Jones from Oppenheimer & Co. Inc. inquired about Corvus's strategy for selecting future indications for socolitinib beyond atopic dermatitis and how the company plans to financially support these expansions. He also asked about the anticipated next steps for the ciforadenant program in renal cancer following the upcoming data presentation at ESMO.

    Answer

    Richard Miller, CEO, explained that potential future indications for socolitinib include hidradenitis suppurativa and asthma, leveraging the drug's mechanism and the company's experience. Regarding ciforadenant, Miller stated that after the ESMO presentation on the Phase 2 first-line renal cancer study, the company will evaluate the data, particularly response durability and PFS, to determine the program's future direction.

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    Jeff Jones's questions to Immunocore Holdings (IMCR) leadership

    Jeff Jones's questions to Immunocore Holdings (IMCR) leadership • Q2 2025

    Question

    Jeff Jones from Oppenheimer & Co. Inc. asked about the shelf life of ChemTrak, given the 18-month inventory build-up in the U.S., and requested color on the decline in rest-of-world revenues.

    Answer

    Travis Coy, CFO, stated that the product has a three-year drug product stability, which allows for the 18-month inventory. He explained that the international region (rest of world) typically sees significant variability due to buying patterns and that the current quarter's performance was within that typical range, with incremental growth still expected from new launches.

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    Jeff Jones's questions to Pharming Group (PHAR) leadership

    Jeff Jones's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Jeff Jones asked for clarification on why Joenja's revenue was slightly down in H1 2025 versus H2 2024, despite strong growth in patients on therapy. He also questioned the potential impact of the newly approved sepotralstat on the Ruconest patient population.

    Answer

    CEO Fabrice Chouraqui clarified that the Joenja revenue discrepancy was due to an increase in stock inventory in the prior year, not a change in patient-to-revenue conversion rates. Regarding Ruconest, both Chouraqui and Chief Commercial Officer Stephen Toor stated that Ruconest serves a more severe patient population that has often failed other therapies—a group largely excluded from sepotralstat's trials—mitigating the risk of patient switching.

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    Jeff Jones's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Jeff Jones asked for clarification on Joenja's revenue, which was slightly down in H1 2025 versus H2 2024 despite strong patient growth. He also questioned the potential risk to Ruconest's market share from the newly approved competitor, cepotralstat.

    Answer

    CEO Fabrice Chouraqui clarified that the Joenja revenue dynamic was due to inventory management from an increase in stock in Q2 of the prior year, not a change in patient conversion rates. Regarding Ruconest, Chouraqui and CCO Stephen Toor emphasized that Ruconest serves a more severe patient population who have often failed other therapies, a group that was excluded from the cepotralstat pivotal trial, making them confident in Ruconest's distinct and durable position.

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    Jeff Jones's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Jeff Jones from Oppenheimer & Co. Inc. inquired about two topics: first, the reason for a slight decline in Joenja revenue in H1 2025 versus H2 2024 despite strong patient growth; and second, the potential risk to the Ruconest patient base from the upcoming launch of cepotralstat.

    Answer

    CEO Fabrice Chouraqui clarified that the Joenja revenue dynamic was due to an increase in channel inventory in the prior year, not a change in patient-to-revenue conversion rates. Regarding Ruconest, Mr. Chouraqui and CCO Stephen Toor stated that the risk from cepotralstat is low because the vast majority of Ruconest patients are severe cases who have already failed other therapies, a patient group that was specifically excluded from the cepotralstat pivotal trial. They emphasized Ruconest's unique efficacy profile for this population.

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    Jeff Jones's questions to Pharming Group (PHAR) leadership • Q2 2024

    Question

    Jeff Jones inquired about the anticipated impact of competing products on RUCONEST starting in 2025 and asked for more detail on the regulatory timeline for leniolisib in the EU, specifically regarding the CHMP's request and the potential approval date.

    Answer

    CEO Sijmen de Vries stated that RUCONEST serves a unique patient population that fails on other therapies, so he does not expect a significant long-term impact from new competitors like Sebetralstat, though some initial patient trial is expected. Regarding the EU, he confirmed a response to the CHMP is planned for January 2026, with a potential positive opinion by the end of Q1 2026 and market entry in Germany by the end of Q2 or early Q3 2026.

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    Jeff Jones's questions to Y-mAbs Therapeutics (YMAB) leadership

    Jeff Jones's questions to Y-mAbs Therapeutics (YMAB) leadership • Q3 2024

    Question

    Jeff Jones inquired about the specific studies and work included in the company's cash runway projection into 2027 and asked when more details on future plans and target selection for the SADA platform might be revealed.

    Answer

    Chief Financial Officer Pete Pfreundschuh explained the cash runway into 2027 assumes mild single-to-low-double-digit growth for DANYELZA and investment in 1-2 new SADA programs annually. He noted the company is on track for the lower end of its $15-$20 million cash investment guidance for 2024. President and CEO Michael Rossi added that the company is currently evaluating new SADA targets and expects to release a revised priority list with specific timelines in the first quarter of 2025.

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    Jeff Jones's questions to Kyverna Therapeutics (KYTX) leadership

    Jeff Jones's questions to Kyverna Therapeutics (KYTX) leadership • Q3 2024

    Question

    Jeff Jones asked how Chimera's STAT6 degrader (KT61) approach compares to competitors and what differentiates it, noting that partner Sanofi is also collaborating with other companies targeting STAT6.

    Answer

    Founder, President, and CEO Nellie Monofi emphasized that Chimera is the only company to have shown extensive preclinical data demonstrating Dupilumab-like or superior activity. She differentiated their catalytic degrader, which fully removes the protein, from inhibitors that may not achieve a full blockade, expressing confidence in their leadership position.

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    Jeff Jones's questions to Kyverna Therapeutics (KYTX) leadership • Q2 2024

    Question

    Jeff Jones of Oppenheimer inquired about the significant quarterly increase in R&D and G&A spending trends and also asked for clarity on the jump in collaboration revenue from Sanofi.

    Answer

    CFO Bruce Jacobs explained the spending increase was expected and reflects progression towards studies for programs like STAT6, with spending being more back-end loaded for the year. He clarified the Q2 revenue was unusually high due to a 'catch-up' related to the Sanofi alliance and should not be expected to repeat at that level.

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    Jeff Jones's questions to Rain Enhancement Technologies Holdco (RAIN) leadership

    Jeff Jones's questions to Rain Enhancement Technologies Holdco (RAIN) leadership • Q1 2023

    Question

    Jeff Jones from Oppenheimer asked about the expected timelines for the MANTRA-4 trial, specifically how long the initial dose de-escalation phase might take before the study moves into the Phase 2 portion.

    Answer

    CMO Richard Bryce confirmed the trial is on track for a mid-year start but noted the safety portion's timeline is variable, as it depends on whether de-escalation is required. CEO Avanish Vellanki added that patient recruitment should be rapid due to the large patient population, potentially shortening this initial phase.

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    Jeff Jones's questions to Rain Enhancement Technologies Holdco (RAIN) leadership • Q4 2022

    Question

    Jeff Jones from Oppenheimer asked what type of clinical signal in the MANTRA-2 basket trial would be considered sufficient for a tumor-agnostic approval path. He also requested more detail on why higher levels of MDM2 amplification do not correlate with increased sensitivity to milademetan.

    Answer

    Chief Scientific Officer Robert Doebele explained that a response rate of around 30% with reasonable durability would be the benchmark for a tumor-agnostic filing, based on prior FDA approvals. Regarding MDM2 amplification, he cited data from the U101 study, MANTRA-2, and preclinical models showing no correlation between higher copy numbers and better outcomes, as long as a minimum amplification threshold is met.

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    Jeff Jones's questions to Rain Enhancement Technologies Holdco (RAIN) leadership • Q3 2022

    Question

    Jeff Jones of Oppenheimer requested guidance on the enrollment timeline for the MANTRA-2 solid tumor basket trial and when to expect the next data update. He also asked about the adverse events (AEs) observed and whether anti-nausea medications were permitted in the trial.

    Answer

    CEO Avanish Vellanki stated that Rain would not be providing additional guidance on MANTRA-2 enrollment timelines or future milestones at this time. Chief Medical Officer Richard Bryce confirmed that the AE profile is consistent with the prior Phase 1 study and that the use of anti-nausea medications is left to the physician's discretion.

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    Jeff Jones's questions to Chemomab Therapeutics (CMMB) leadership

    Jeff Jones's questions to Chemomab Therapeutics (CMMB) leadership • Q1 2023

    Question

    Jeff Jones from Oppenheimer & Co. Inc. questioned the rationale for selecting the 10 mg/kg dose for the SSc trial and the decision to include both diffuse and limited SSc patients.

    Answer

    Chief Medical Officer Dr. Matt Frankel explained the 10 mg/kg dose was deemed sufficient with the FDA to demonstrate tissue effect without requiring a much larger study. He added that including both limited and diffuse SSc patients allows the exploration of CM-101's impact across the disease spectrum, including in patient populations sometimes neglected in other trials.

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    Jeff Jones's questions to Chemomab Therapeutics (CMMB) leadership • Q3 2022

    Question

    Jeff Jones from Oppenheimer asked whether elevated CCL-24 is a cause or a result of the inflammatory state and how Chemomab differentiates patient populations. He also inquired about the possibility of reporting interim data from the 10 mg/kg cohort of the primary sclerosing cholangitis (PSC) trial before the full data readout in late 2024.

    Answer

    Interim CMO Dr. David Weiner stated that while releasing interim PSC data is an option, the company must balance it against protecting the study's integrity for potential regulatory use. Regarding CCL-24's role, Dr. Weiner explained the SSc trial is designed to answer this by studying the effects of neutralizing CCL-24 in patients with high levels. Co-Founder and CSO Dr. Adi Mor added that preclinical models suggest CCL-24 perpetuates a 'vicious cycle' of inflammation and fibrosis, even if it isn't the initial trigger.

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    Jeff Jones's questions to Chemomab Therapeutics (CMMB) leadership • Q1 2022

    Question

    Jeff Jones from Oppenheimer asked for specifics on the upcoming PSC trial safety readout, including patient numbers and treatment duration, the timing and format for summer updates on trial designs, and the focus of the company's business development activities.

    Answer

    Interim CMO Dr. David Weiner stated that the exact patient count for the PSC readout is not yet determined as the data cut-off will be in Q3, and confirmed that detailed updates on both the PSC and SSc trial designs will be provided on the August quarterly call. CFO, COO & EVP Don Marvin added that business development efforts are focused on partnering for CM-101 and evaluating potential in-licensing or acquisition opportunities to expand the pipeline.

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