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    Joris Zimmermann • Octavian AG

    Joris Zimmermann is a Partner and Senior Advisor in Healthcare Research at Octavian AG, specializing in the analysis of Swiss and European pharmaceutical and biotech companies, including coverage of firms such as Idorsia. With a career spanning over three decades, Zimmermann began as a physician and medical virology postdoc before moving into finance, holding senior roles at Credit Suisse, Merrill Lynch, Morgan Stanley, Bank am Bellevue, and Zürcher Kantonalbank as a senior sell-side analyst for pharma and biotech. He has earned recognition for his in-depth sector knowledge and has consistently provided research and investment recommendations, although specific performance metrics and industry rankings are not publicly disclosed. Zimmermann is also noted for holding a medical degree and advanced financial industry experience, though securities license details are not listed.

    Joris Zimmermann's questions to Molecular Partners AG (MOLN) leadership

    Joris Zimmermann's questions to Molecular Partners AG (MOLN) leadership • FY 2024

    Question

    Joris Zimmermann asked for details on the structure of the collaboration with Orano Med, including how programs are split and who holds commercial leadership. He also inquired about the expected frequency of new program disclosures from the partnership.

    Answer

    CEO Patrick Amstutz detailed the evolution of the Orano Med deal into a 10-product agreement, securing long-term supply of lead-212. Molecular Partners has commercial lead on the first two programs (MP0712 and mesothelin), with a flexible structure for future programs that includes opt-in rights for Orano Med. He anticipates disclosing roughly two new targets per year, contingent on the success of MP0712.

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    Joris Zimmermann's questions to Molecular Partners AG (MOLN) leadership • Q4 2024

    Question

    Asked for details on the structure of the Orano Med partnership, including program splits and commercial leadership, and inquired about the expected frequency of new program disclosures.

    Answer

    The Orano Med deal is a win-win partnership that secures lead-212 isotope supply for up to 10 commercial products. Molecular Partners has the commercial lead on the first two programs (DLL3, mesothelin) and will advance earlier-stage programs, with Orano Med having opt-in rights on some, leveraging their focus on late-stage development and manufacturing. The company expects to disclose roughly two new targets per year, with the pace potentially increasing based on positive clinical data from MP0712.

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    Joris Zimmermann's questions to Molecular Partners AG (MOLN) leadership • Q4 2024

    Question

    Joris Zimmermann asked for more detail on the structure of the Orano Med deal, specifically regarding program ownership and commercial leadership, and inquired about the expected frequency of new program disclosures.

    Answer

    CEO Patrick Amstutz explained the expanded Orano Med partnership covers 10 product slots for lead-212. The structure is a win-win, with Molecular Partners leading early-stage development and Orano Med focusing on late-stage activities and manufacturing, leveraging its recent Sanofi deal. He indicated that the company's productivity could support the disclosure of approximately two new targets per year, contingent on positive clinical data from the lead program, MP0712.

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