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    Kevin DeGeeter • Ladenburg Thalmann & Co. Inc.

    Kevin DeGeeter's questions to Novocure Ltd (NVCR) leadership

    Kevin DeGeeter's questions to Novocure Ltd (NVCR) leadership • Q2 2025

    Question

    Kevin DeGeeter of Ladenburg Thalmann & Co. Inc. inquired about the strategic positioning of OptuneLua as 'post-platinum' and its potential influence on NCCN guidelines and payer feedback. He also asked about the expected timeline for securing broad commercial coverage in the U.S.

    Answer

    Frank Leonard, EVP & President - Novocure Oncology, stated they don't see a direct link between their marketing message and influencing NCCN's guideline structure, but they are publishing real-world evidence to shape physician perception. CEO Ashley Cordova noted that reimbursement is not a binary switch, with early successes building through 2025 and more material top-line growth from it expected in 2026.

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    Kevin DeGeeter's questions to Revolution Medicines Inc (RVMD) leadership

    Kevin DeGeeter's questions to Revolution Medicines Inc (RVMD) leadership • Q4 2024

    Question

    Kevin DeGeeter, on behalf of Chris Shibutani at Goldman Sachs, inquired about the first-line lung cancer strategy, asking if the company would pursue a non-G12C indication and when data for the chemo-free triplet might be released.

    Answer

    President of R&D Dr. Stephen Kelsey explained their strategy divides RAS-mutant lung cancer into two groups. The elironrasib-daraxonrasib triplet combination is planned for G12C-mutant lung cancer, while daraxonrasib would be prioritized for all other non-G12C RAS mutations. He did not provide a specific timeline for the triplet data release, noting they are awaiting durability maturation, but highlighted they have already shown their inhibitors are combinable with pembrolizumab at full doses.

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    Kevin DeGeeter's questions to Sarepta Therapeutics Inc (SRPT) leadership

    Kevin DeGeeter's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q4 2024

    Question

    Kevin DeGeeter, on behalf of Brian Abrahams at RBC Capital Markets, asked about the regulatory bar for the upcoming LGMD Type 2E data and how that standard might apply to other LGMD subtypes.

    Answer

    CEO Douglas Ingram stated that after extensive work with the FDA, the bar for these ultra-rare diseases involves demonstrating strong protein expression and a good safety profile in small, single-arm studies. He expressed high confidence based on prior SRP-9003 cohort data and the extensive safety and expression data from ELEVIDYS. Dr. Louise Rodino-Klapac added that this approach, leveraging rh74 and full-length genes, will be similar for the other sarcoglycan programs.

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