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    Josh Schimmer • Cantor Fitzgerald

    Josh Schimmer's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Josh Schimmer's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q2 2025

    Question

    Josh Schimmer of Cantor Fitzgerald asked for an update on the experience with LFT elevations seen with adamelin, given prior scrutiny, and inquired about the plan for future updates on the drug's liver safety profile.

    Answer

    Founder and CEO R. Scott Struthers stated the company is very comfortable with the emerging and growing safety experience with adamelin. He indicated that updates will be provided as the data matures and becomes meaningful, suggesting that as the program expands into Phase III and open-label extensions, the growing experience will provide more comfort and that "no news is good news."

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    Josh Schimmer's questions to Mirum Pharmaceuticals Inc (MIRM) leadership

    Josh Schimmer's questions to Mirum Pharmaceuticals Inc (MIRM) leadership • Q2 2025

    Question

    Josh Schimmer of Cantor Fitzgerald asked if any patients eligible for the EXPAND study are already receiving LIVMARLI through compassionate use or other programs.

    Answer

    Chief Medical Officer Joanne Quan explained that while the EXPAND study was initiated due to numerous compassionate use requests, the trial itself is enrolling treatment-naive patients to properly assess response. This ensures the integrity of the study data.

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    Josh Schimmer's questions to Krystal Biotech Inc (KRYS) leadership

    Josh Schimmer's questions to Krystal Biotech Inc (KRYS) leadership • Q2 2025

    Question

    Josh Schimmer from Cantor Fitzgerald sought to clarify if the guided Q3 revenue decline was U.S.-only and asked about the heavy weighting of R&D expenses towards the oncology program.

    Answer

    Chairman & CEO Krish Krishnan confirmed the Q3 revenue decline commentary was specific to the U.S. market. President of R&D Suma Krishnan explained the high oncology R&D cost is due to the expensive combination trial with Keytruda and preparations for a potential future controlled study.

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