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    John Vandermosten • Zacks Investment Research

    John Vandermosten's questions to Ligand Pharmaceuticals Inc (LGND) leadership

    John Vandermosten's questions to Ligand Pharmaceuticals Inc (LGND) leadership • Q2 2025

    Question

    John Vandermosten of Zacks Small Cap Research asked for specifics on how Merck's ownership would enhance O2Ver's market potential and sought clarification on the commercialization partners for Orchestra BioMed's pipeline therapies.

    Answer

    CEO Todd Davis stated that Merck's global capabilities are expected to significantly accelerate the worldwide commercial rollout of O2Ver. SVP of Investments, Paul Hadden, clarified that Medtronic is the commercial partner for the AVIM therapy program, while Terumo is the partner for the Virtu SAB balloon.

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    John Vandermosten's questions to Ligand Pharmaceuticals Inc (LGND) leadership • Q1 2025

    Question

    John Vandermosten asked if the ZELSUVMI launch timing depends on the Channel Therapeutics deal closing, questioned the impact of Filspari's shift to standard marketing approval in Europe, and sought clarity on the revenue cadence for the remainder of 2025.

    Answer

    CEO Todd Davis stated the ZELSUVMI launch is 'fairly independent' of the merger timing, as the team and manufacturing are already in place. Lauren Hay, VP of Strategic Planning, commented that Filspari's full EU approval reinforces momentum but doesn't dramatically alter its trajectory. CFO Octavio Espinoza projected a balanced cadence for Captisol sales and a gradual uptrend for the royalty line through the year, consistent with tiered royalty structures.

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    John Vandermosten's questions to Ligand Pharmaceuticals Inc (LGND) leadership • Q4 2024

    Question

    John Vandermosten inquired if the D-Fi opportunity assumes similar pricing to VYJUVEK, asked about the financial impact of the CASI termination, and questioned the flow rate of the deal opportunity pipeline.

    Answer

    SVP Paul Hadden stated that using VYJUVEK as a pricing and penetration analog for D-Fi is a fair assumption. CFO Tavo Espinoza explained the CASI termination is not expected to have a material impact in 2025, as their direct license with Acrotech remains. Paul Hadden also confirmed an uptick in the deal pipeline, reiterating that the team has never been busier.

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    John Vandermosten's questions to Ligand Pharmaceuticals Inc (LGND) leadership • Q3 2024

    Question

    John Vandermosten asked if Ligand analyzes broader M&A trends in areas like neuro, cancer, and dermatology to guide its investment strategy. He also inquired about Captisol's life cycle management and its competitive environment.

    Answer

    CEO Todd Davis stated that Ligand's strategy is product-focused on high unmet clinical need, which provides the best defense against payer pressure, rather than following therapeutic area trends. For Captisol, he described its dominant market position as stemming from its high efficacy, broad applicability, and ease of use, which has led to its use in 16 approved products, making it a prolific drug delivery platform.

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    John Vandermosten's questions to Lantheus Holdings Inc (LNTH) leadership

    John Vandermosten's questions to Lantheus Holdings Inc (LNTH) leadership • Q2 2025

    Question

    John Vandermosten from Zacks Small Cap Research asked if the new Polarify formulation would expand the overall market and if it is intended to completely replace the existing version.

    Answer

    CEO Brian Markison confirmed the new formulation is expected to "completely replace" the current one. He believes it will enable a "return to growth" by leveling the reimbursement playing field and winning back customers who have experienced poor performance with a competing F-18 agent. He also noted the new formulation will have a wider delivery radius.

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    John Vandermosten's questions to Lantheus Holdings Inc (LNTH) leadership • Q1 2025

    Question

    John Vandermosten asked about the conditions under which launching a generic or radio-equivalent competitor makes sense and which leading tau therapeutic candidates would benefit from Lantheus's imaging agents.

    Answer

    President Paul Blanchfield explained that launching a radio-equivalent like PNT2003 is justified by a positive financial return, a sizable market, and the strategic benefit of creating a theranostic pair with OCTEVY. CEO Brian Markison stated that any tau therapeutic would benefit from their sensitive imaging agents (MK-6240, PI-2620) for better patient selection, noting MK-6240 is already used in numerous sponsored and academic trials.

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    John Vandermosten's questions to Lantheus Holdings Inc (LNTH) leadership • Q4 2024

    Question

    John Vandermosten asked if the assets acquired from Radiopharm Theranostics are fully under Lantheus's control and if other assets at that company are attractive.

    Answer

    CEO Brian Markison confirmed that Lantheus has 100% control of the acquired assets. He added that Radiopharm Theranostics as a whole looks interesting due to its development portfolio, and Lantheus's investment allows them to stay close and support the management team, leaving the door open for future partnerships.

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    John Vandermosten's questions to Protalix Biotherapeutics Inc (PLX) leadership

    John Vandermosten's questions to Protalix Biotherapeutics Inc (PLX) leadership • Q1 2025

    Question

    John Vandermosten of Zacks Small-Cap Research inquired about the visibility on Elfabrio sales milestones, the potential for a less frequent dosing schedule for Elfabrio in the U.S., how PRX-115 compares to competitors like Novartis' ILARIS, and the status of recently expiring warrants.

    Answer

    Executive Dror Bashan stated that partner Chiesi's commercial patient recruitment for Elfabrio is strong and improving quarterly, but specific sales numbers are confidential. He confirmed an application for less frequent dosing is under review by the EMA and U.S. plans will be updated when available. Regarding PRX-115, Bashan declined to compare it to specific competitors before Phase II data is available. Executive Eyal Rubin clarified that most of the 2020 warrants expired unexercised, with 908,000 exercised and approximately 12.5 million expiring.

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    John Vandermosten's questions to Protalix Biotherapeutics Inc (PLX) leadership • Q3 2024

    Question

    John Vandermosten of Zacks Investment Research asked about the composition of Chiesi revenues for gross margin analysis, new takeaways from the Elfabrio BRIGHT study, the expected duration of the upcoming PRX-115 Phase II trial, and the status and economics of the Elfabrio trial in Japan.

    Answer

    Executive Eyal Rubin confirmed Chiesi revenues are entirely from product sales but cautioned that a simple gross margin calculation would be misleading due to varying product margins. Executive Dror Bashan added that the BRIGHT study extension data is not new and Chiesi is discussing it with regulators. He stated the PRX-115 Phase II trial is planned for a 12-month duration, starting in H2 2025 with results expected in early 2027. Regarding Japan, the trial is ongoing, and it is considered a unique market.

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    John Vandermosten's questions to Protalix Biotherapeutics Inc (PLX) leadership • Q2 2024

    Question

    John Vandermosten inquired about the market uptake and payer negotiations for Elfabrio, the potential for sales guidance related to partner Chiesi, the frequency of update meetings with Chiesi, and the likelihood of near-term sales milestones. He also asked about the specific conference targeted for the release of PRX-115 Phase I data.

    Answer

    Executive Dror Bashan explained that as a private company, Chiesi's specific payer negotiations are not public, but confirmed they are performing well with market penetration in the U.S. and Europe. He stated it is too early for sales guidance due to the lumpy nature of inventory-building orders but reiterated that Protalix is pleased with Chiesi's efforts and maintains a very good, multi-disciplinary relationship with them. Executive Eyal Rubin added that the full PRX-115 data is expected around early November and that the company plans to attend the ACR conference.

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    John Vandermosten's questions to Protalix Biotherapeutics Inc (PLX) leadership • Q1 2024

    Question

    John Vandermosten asked a series of questions regarding PRX-115, including the trend of PK levels, the rationale for the observation period, details on the reported anaphylactic reaction, and plans for global sites in Phase II. He also inquired about the future R&D spending breakdown, the increase in contract liability on the cash flow statement, and the status of the Chiesi-led study in Japan.

    Answer

    Executives Dror Bashan and Eyal Rubin responded. Bashan deferred sharing full PRX-115 PK data until all cohorts are complete but confirmed the anaphylactic reaction was an isolated, resolved incident. He also noted Phase II sites would likely expand to the U.S. and other continents, and that PRX-115 would be the primary R&D focus. Rubin clarified that the increase in contract liability was due to cash received from partner Chiesi for product that has not yet been recognized as revenue, indicating strong ongoing commercial activity. Regarding the Japan study, Rubin stated it is ongoing but could not provide a timeline for a BLA submission as it is Chiesi's proprietary data.

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