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    Jeffrey Hung • Morgan Stanley

    Jeffrey Hung's questions to Jazz Pharmaceuticals PLC (JAZZ) leadership

    Jeffrey Hung's questions to Jazz Pharmaceuticals PLC (JAZZ) leadership • Q3 2024

    Question

    An analyst on behalf of Jeffrey Hung asked for more details on the Orexin program, specifically the dose reduction planned for the JZP441 Phase Ib study and whether there would be enough therapeutic leeway to expand into other narcolepsy types or IH.

    Answer

    EVP, Global Head of R&D Robert Iannone explained that while specific doses are not disclosed, the study will evaluate multiple doses. The goal is to characterize the dose needed in NT1 patients and determine if a sufficient safety margin exists, which will ultimately dictate the potential for a path forward in NT1 or other indications that may require higher doses.

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    Jeffrey Hung's questions to Jazz Pharmaceuticals PLC (JAZZ) leadership • Q3 2024

    Question

    Michael Riad, on behalf of Jeffrey Hung at Morgan Stanley, asked for more color on the planned Phase Ib study for the orexin agonist JZP441, including the dose level and potential for expansion into other indications.

    Answer

    EVP, Global Head of R&D, Rob Iannone, explained that while specific doses are not yet disclosed, the study will evaluate multiple doses. The primary goal is to identify a dose that provides a robust effect in narcolepsy type 1 while maintaining a sufficient safety margin. The results will determine the viability of a path forward in NT1 and other indications like IH, which may require higher doses.

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    Jeffrey Hung's questions to Amicus Therapeutics Inc (FOLD) leadership

    Jeffrey Hung's questions to Amicus Therapeutics Inc (FOLD) leadership • Q3 2024

    Question

    Speaking on behalf of Jeffrey Hung, Michael Reed asked how far into 2025 the previously expensed Pombiliti and Opfolda inventory is expected to last and when the next-generation manufacturing process might begin to impact gross margins.

    Answer

    Chief Financial Officer Simon Harford explained that the expensed inventory will be depleted in the 'earlier part' of 2025, resulting in a 'hybrid year' for COGS and a projected gross margin in the mid-80s. President and CEO Bradley Campbell added that the next-generation manufacturing improvements, which could lower COGS by 20-30%, are not expected to impact the P&L until the 'back half of the decade.'

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    Jeffrey Hung's questions to Amicus Therapeutics Inc (FOLD) leadership • Q2 2024

    Question

    An analyst on behalf of Jeffrey Hung asked about the remaining market opportunity for Galafold given the growth in diagnosed Fabry patients and the reasons for stronger uptake in naive versus switch patients.

    Answer

    CEO Bradley Campbell and CDO Dr. Jeff Castelli explained the diagnosed Fabry market has grown significantly to over 18,000 patients, with many more still undiagnosed. They cited improved diagnostics and screening as key tailwinds. Newly found patients are often late-onset with amenable mutations, making Galafold a first-line standard of care. CBO Sebastien Martel added that Galafold's 19% growth outpaced the overall Fabry market's growth of over 12% in Q2.

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    Jeffrey Hung's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Jeffrey Hung's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q3 2024

    Question

    An analyst on behalf of Jeffrey Hung from Morgan Stanley asked if the NMDA NR2B program (NBI-770) is being developed as an adjunct therapy and how its competitive potential would be evaluated.

    Answer

    CMO Eiry Roberts confirmed the ongoing Phase II trial is studying patients with an inadequate response to current antidepressants, which could support use as either an adjunctive treatment or monotherapy. She highlighted its oral, selective mechanism as a key potential differentiator that could translate to a favorable benefit-risk profile compared to other treatments.

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