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    Joe Pantginis • H.C. Wainwright & Co.

    Joe Pantginis, Ph.D., is a Managing Director and Senior Healthcare Analyst at H.C. Wainwright & Co., specializing in healthcare equity research with a primary focus on biotechnology and pharmaceutical companies. Throughout his career, he has covered an extensive range of firms in the biotech space, offering in-depth analysis and investment insights that have contributed to his acknowledged expertise in the sector. Starting his equity research career over seventeen years ago, Dr. Pantginis previously served as Senior Research Analyst and Head of Biotechnology Research at ROTH Capital Partners, with additional senior roles at Merriman, Canaccord Adams, Commerce Capital Markets, JB Hanauer, and Ladenburg before joining H.C. Wainwright; earlier, he worked at Regeneron Pharmaceuticals, where he established the Retroviral Core Facility. He holds a Ph.D. and M.S. in molecular genetics from the Albert Einstein College of Medicine and an MBA from Pace University.

    Joe Pantginis's questions to BioLine RX Ltd (BLRX) leadership

    Joe Pantginis's questions to BioLine RX Ltd (BLRX) leadership • Q2 2025

    Question

    Joe Pantginis of H.C. Wainwright & Co. asked about Regeneron's rights in the Chemo for METPANK study, the data release plan for the interim analysis, the potential for accelerated approval, key metrics for the upcoming sickle cell study data, and the stage and timing of potential new asset acquisitions.

    Answer

    CEO Philip Serlin and CFO Mali Zeevi clarified that the collaboration with Regeneron is purely clinical with no options for either party. They explained that while the Chemo for METPANK interim data will be pursued for publication in coordination with Columbia University, it is unlikely to be sufficient for an accelerated approval. For the sickle cell study, key metrics will be safety, mobilization to peripheral blood, and collection yields. Regarding new assets, Mr. Serlin stated the company is targeting a deal this year for an early clinical-stage asset (IND through Phase 1) with a clear development path and minimal upfront payment.

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    Joe Pantginis's questions to BioLine RX Ltd (BLRX) leadership • Q1 2025

    Question

    Joe Pantginis of H.C. Wainwright & Co. inquired about BioLineRx's financial position and clinical trial progress. He asked if the stated cash runway accounts for potential new asset development costs, if restructuring costs from the Aramid deal are fully processed, and sought anecdotal details on the excitement and enrollment competition for the Chemo4METPanc pancreatic cancer trial. He also questioned the communication strategy for the trial's interim analysis and the potential regulatory pathway based on its results.

    Answer

    CEO Philip Serlin confirmed the cash runway projection includes costs for a new asset and that all restructuring charges were accrued in 2024. He noted new trial sites like Fred Hutch have been added due to excitement. Chief Development Officer Ella Sorani highlighted compelling pilot data, such as complete tumor disappearance in one patient, as a driver for site interest. Regarding the regulatory path, Ms. Sorani explained that approval based on the current trial's PFS endpoint is unlikely, as overall survival is typically required, though exceptional results could change the situation. Mr. Serlin added that communication about the interim analysis is led by their partner, Columbia University.

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    Joe Pantginis's questions to BioLine RX Ltd (BLRX) leadership • Q1 2025

    Question

    Asked about the cash runway's inclusion of future asset costs, the completion of restructuring costs, details on the chemo for MET PANK trial (site excitement, enrollment competition), and the communication and regulatory strategy for its future data.

    Answer

    The company confirmed the cash runway accounts for a new asset and that restructuring costs are complete. They noted excitement from new trial sites for the chemo for MET PANK study due to promising data. However, they clarified that communication of interim results is controlled by Columbia University, and regulatory approval based on the current PFS endpoint is unlikely.

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    Joe Pantginis's questions to Lisata Therapeutics Inc (LSTA) leadership

    Joe Pantginis's questions to Lisata Therapeutics Inc (LSTA) leadership • Q2 2025

    Question

    Josh, on behalf of Joe Pantginis, asked for additional insights into the potential design and protocol for the planned Phase 3 ASCEND trial for cerdepatide.

    Answer

    President, CEO & Director David Mazzo confirmed that Lisata has an agreement with the FDA on the fundamental structure of an open-label Phase 3 trial. He detailed that the trial is anticipated to enroll 650 to 900 patients and may include a continuous infusion dosing arm for comparison. The final design will be statistically powered at 90% to maintain a hazard ratio of 0.75.

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    Joe Pantginis's questions to BioCardia Inc (BCDA) leadership

    Joe Pantginis's questions to BioCardia Inc (BCDA) leadership • Q1 2025

    Question

    Joe Pantginis of H.C. Wainwright & Co. inquired about the maturity of BioCardia's business development discussions across its four main platforms and the significance of the Japanese PMDA regulatory pathway for CardiAMP.

    Answer

    Peter Altman, President and CEO, explained that all four platforms (CardiAMP, CardiALLO, Helix, and Morph DNA) are ready for deals today, emphasizing established capabilities over specific deal timelines. He stated that the Japanese PMDA allowing a submission for CardiAMP would be a major inflection point, comparable to an FDA BLA acceptance, which would provide clarity for distribution partners and could help close the valuation gap with Japanese peers.

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    Joe Pantginis's questions to Esperion Therapeutics Inc (ESPR) leadership

    Joe Pantginis's questions to Esperion Therapeutics Inc (ESPR) leadership • Q1 2025

    Question

    Inquired about the size of the sales force and the educational efforts around defining statin intolerance for physicians.

    Answer

    The current sales force of ~155 reps is considered the right size, supplemented by 15 new field reimbursement managers. On education, the company is leveraging the National Lipid Association's 30% statin intolerance definition, which is resonating well with physicians, and plans to activate consumer-focused initiatives.

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    Joe Pantginis's questions to Esperion Therapeutics Inc (ESPR) leadership • Q4 2024

    Question

    Asked about efforts to improve COGS efficiency, feedback from new prescribers on adoption drivers and barriers, and the status of discussions for potential in-licensing deals.

    Answer

    COGS efficiencies are a longer-term goal, with tech transfer completion being a key driver for margin improvement. Prescriber adoption is driven by the unique clinical profile and efficacy, while the main barrier is the need for continued education on improved insurance coverage. The company is far along in evaluating in-licensing opportunities to leverage its existing infrastructure.

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    Joe Pantginis's questions to Lexicon Pharmaceuticals Inc (LXRX) leadership

    Joe Pantginis's questions to Lexicon Pharmaceuticals Inc (LXRX) leadership • Q3 2024

    Question

    Inquired about the potential for another CRL for ZYNQUISTA and the company's willingness to conduct another study. Also asked about enrollment competition for the HCM trial and the key benchmarks to look for in the upcoming LX9211 data for DPNP.

    Answer

    The company stated it would be difficult to justify another study for ZYNQUISTA given the extensive existing data, but will await the PDUFA decision. For the HCM trial, they are seeing strong investigator interest due to a pragmatic protocol. For LX9211, key benchmarks include the placebo-adjusted pain score reduction and the overall reduction from baseline, noting the trial's design of adding to standard of care is clinically and commercially relevant.

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