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    John Gionco • Needham & Co.

    John Gionco's questions to Pacira Biosciences Inc (PCRX) leadership

    John Gionco's questions to Pacira Biosciences Inc (PCRX) leadership • Q2 2025

    Question

    John Gionco, on behalf of Needham & Company, asked for an update on surgical procedure volumes in Q2 and early Q3, and inquired about the company's strategic focus for expanding commercial payer coverage for EXPAREL through the rest of the year.

    Answer

    CCO Brendan Teehan noted that despite a slight market-wide dip in outpatient surgery volumes, EXPAREL saw encouraging growth in community hospitals and ambulatory surgery centers. He also explained the payer strategy focuses on large regional plans aligned with surgical volumes. CEO Frank Lee added that progress on the commercial payer front is ahead of their internal plans.

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    John Gionco's questions to Trevi Therapeutics Inc (TRVI) leadership

    John Gionco's questions to Trevi Therapeutics Inc (TRVI) leadership • Q1 2025

    Question

    John Gionco, on behalf of Serge Belanger, asked for an update on the respiratory physiology study, specifically if it's on track to finish in the second half of the year and if the 108-milligram dose is still being evaluated.

    Answer

    Chief Development Officer Dr. James Cassella confirmed the study is on track to meet its timeline. Executive Jennifer Good added that the study covers the necessary clinical doses and its data is critical for upcoming discussions with the FDA about the program's path forward.

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    John Gionco's questions to Amphastar Pharmaceuticals Inc (AMPH) leadership

    John Gionco's questions to Amphastar Pharmaceuticals Inc (AMPH) leadership • Q1 2025

    Question

    John Gionco, on for Serge Belanger, asked for the outlook on glucagon and epinephrine, questioning if the current year-over-year decline is a stable run rate, and inquired about dynamics for the rest of the portfolio.

    Answer

    CFO William Peters explained that for epinephrine, the full impact of competition is already reflected in current numbers. However, for glucagon, a competitor launched mid-quarter, so he expects that product's sales to decline even faster going forward. He also noted the overall glucagon injection market is shrinking as users adopt ready-to-use products. For the broader portfolio, he anticipates growth from BAQSIMI and Primatene MIST, continued competitive pressure on several products including dextrose and enoxaparin, and upcoming competition for phytonadione.

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    John Gionco's questions to Cytokinetics Inc (CYTK) leadership

    John Gionco's questions to Cytokinetics Inc (CYTK) leadership • Q1 2025

    Question

    John Gionco of Needham & Co. asked if U.S. and EU regulators are aligned on what constitutes an approvable outcome for the ACACIA trial with its new dual primary endpoints.

    Answer

    Robert I. Blum, President and CEO, confirmed they have harmonized regulatory feedback. Fady Malik, EVP of R&D, elaborated that regulators globally seek consistency between how patients feel (KCCQ) and how they function (peak VO2). The dual endpoint design was adopted specifically to satisfy all regulators' preferences for demonstrating this consistency.

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