Sign in

    Jeff Jones • Oppenheimer & Co. Inc.

    Jeff Jones's questions to Abeona Therapeutics Inc (ABEO) leadership

    Jeff Jones's questions to Abeona Therapeutics Inc (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.

    Ask Fintool Equity Research AI

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

    Jeff Jones's questions to Kymera Therapeutics Inc (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.

    Ask Fintool Equity Research AI

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

    Jeff Jones's questions to Corvus Pharmaceuticals Inc (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.

    Ask Fintool Equity Research AI

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

    Jeff Jones's questions to Immunocore Holdings PLC (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.

    Ask Fintool Equity Research AI

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

    Jeff Jones's questions to Pharming Group NV (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.

    Ask Fintool Equity Research AI

    Jeff Jones's questions to Pharming Group NV (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.

    Ask Fintool Equity Research AI

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

    Jeff Jones's questions to Y-mAbs Therapeutics Inc (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.

    Ask Fintool Equity Research AI