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    Katherine Wang • Jefferies

    Katherine Wang's questions to Apellis Pharmaceuticals Inc (APLS) leadership

    Katherine Wang's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q2 2025

    Question

    Katherine Wang, on behalf of Akash Tewari at Jefferies, asked about the appropriate level of operating expense for the GA franchise given Cyfovri's current trajectory and when the product is expected to achieve profitability.

    Answer

    EVP David Acheson reiterated the large market opportunity. CFO Tim Sullivan clarified that as a standalone business line, Cyfovri is already 'a very profitable business' due to its high leverage and reasonable sales force size. He directed investors to the R&D expense allocation in the 10-Q for more detail.

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    Katherine Wang's questions to Ironwood Pharmaceuticals Inc (IRWD) leadership

    Katherine Wang's questions to Ironwood Pharmaceuticals Inc (IRWD) leadership • Q4 2024

    Question

    Speaking on behalf of Amy Li, Katherine Wang asked about the timing of the Medicare Part D redesign's financial impact, suggesting it might be more pronounced in the second half of 2025 for a low-cost drug like LINZESS.

    Answer

    Executive Greg Martini responded that the company's full-year 2025 guidance already incorporates their expectations for the Medicare Part D redesign's impact. While acknowledging that the timing throughout the year is a factor they will monitor, he expressed confidence that the provided guidance range appropriately accounts for the anticipated pricing headwinds for the full year.

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    Katherine Wang's questions to Alkermes Plc (ALKS) leadership

    Katherine Wang's questions to Alkermes Plc (ALKS) leadership • Q3 2024

    Question

    Katherine Wang, on behalf of Akash Tewari, asked about the waning efficacy observed in a competitor's orexin-2 agonist (TAK-861) and whether this raises concerns about the long-term efficacy of ALKS 2680 in NT2 or IH patients.

    Answer

    CEO Richard Pops attributed the competitor's results to not having the right dose for NT2, making it difficult to interpret the efficacy curve. He contrasted this with ALKS 2680, which has demonstrated efficacy across a range of well-tolerated doses in NT1, NT2, and IH, suggesting this dosing flexibility is a key competitive advantage.

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