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    Kostas Biliouris • BMO Capital Markets

    Kostas Biliouris's questions to Legend Biotech Corp (LEGN) leadership

    Kostas Biliouris's questions to Legend Biotech Corp (LEGN) leadership • Q2 2025

    Question

    Kostas Biliouris asked for Legend's perspective on a competitor's recently presented 18-month PFS data and how the company is thinking about CARVYKTI's competitive positioning.

    Answer

    Interim CFO Jessie Yeung positioned CARVYKTI as the best-in-class BCMA CAR-T, citing its demonstrated overall survival benefit and unprecedented long-term data. She argued the competitor's study involved a fundamentally different, less heavily pretreated patient population and that its data is immature with insufficient follow-up, making direct comparisons difficult.

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    Kostas Biliouris's questions to Legend Biotech Corp (LEGN) leadership • Q3 2024

    Question

    Kostas Biliouris asked about the competitive dynamics with a potential new CAR-T product entering the market and whether Legend's focus is on protecting late-line share or gaining share across all lines.

    Answer

    CEO Ying Huang challenged the competitor's near-term timeline, citing lengthy regulatory requirements. SVP of Commercial Development, Steven Gavel, stated the promotional focus will remain on earlier lines where CARVYKTI is differentiated, adding that payers typically don't cover a second CAR-T therapy. Ying Huang also cited outpatient administration and established hospital formularies as key commercial advantages.

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    Kostas Biliouris's questions to Alnylam Pharmaceuticals Inc (ALNY) leadership

    Kostas Biliouris's questions to Alnylam Pharmaceuticals Inc (ALNY) leadership • Q2 2025

    Question

    Kostas Biliouris of BMO Capital Markets inquired about the prevalence of payer policies that require prior use of a stabilizer before Amvuttra and the percentage of patients affected by these requirements.

    Answer

    CEO Yvonne Greenstreet and CCO Tolga Tanguler both emphasized that access is not a barrier. Tanguler specified that such step-edit policies are 'incredibly minimal,' affecting a single-digit percentage of commercial lives, and are manageable. The minimal use of the company's Quick Start program was cited as evidence of seamless access.

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    Kostas Biliouris's questions to Alnylam Pharmaceuticals Inc (ALNY) leadership • Q1 2025

    Question

    Kostas Biliouris noted that a competitor reported an impact from the AMVUTTRA launch, particularly from switch patients, and asked if the majority of Alnylam's early uptake was from switches or new patients.

    Answer

    Chief Commercial Officer Tolga Tanguler described the early uptake as "broad," encompassing both first-line patients and switch patients. He noted that physicians who are switching patients are also initiating new patients on AMVUTTRA, indicating a positive early trend. He concluded by praising his commercial team's "world-class" execution.

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    Kostas Biliouris's questions to BioMarin Pharmaceutical Inc (BMRN) leadership

    Kostas Biliouris's questions to BioMarin Pharmaceutical Inc (BMRN) leadership • Q2 22025

    Question

    Kostas Biliouris of BMO Capital Markets sought clarification on the BMN-333 data, asking if the 3x AUC difference was observed across all doses and how its Cmax compares to TransCon CNP and its relevance for safety.

    Answer

    Gregory Friberg, EVP and Chief R&D Officer, clarified that two of the five completed dose escalation cohorts have already met the >3x AUC criteria compared to the published data for the other agent. He explained that while Cmax increases with AUC, they remain well below levels known to cause blood pressure drops. The upcoming dose-ranging study in patients will further test the safety and efficacy at different levels.

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    Kostas Biliouris's questions to Intellia Therapeutics Inc (NTLA) leadership

    Kostas Biliouris's questions to Intellia Therapeutics Inc (NTLA) leadership • Q4 2024

    Question

    An analyst on behalf of Kostas Biliouris asked for Intellia's thoughts on the potential competition from Alnylam's AMVUTTRA in ATTR-CM, given its dosing schedule and TTR knockdown.

    Answer

    CEO John Leonard emphasized that the key differentiator is achieving the lowest possible absolute TTR levels, stating nex-Z achieves levels approximately one-third of those reported for AMVUTTRA. He highlighted that a 'one-and-done' therapy offers significant advantages for patients, physicians, and payers regarding access and long-term management.

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    Kostas Biliouris's questions to Sarepta Therapeutics Inc (SRPT) leadership

    Kostas Biliouris's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q2 2024

    Question

    Representing Kostas Biliouris, Dale asked how Sarepta is leveraging the FDA's platform designation to accelerate its LGMD pipeline and about the impact of the time function test data in the ELEVIDYS label on payer negotiations.

    Answer

    Head of R&D Dr. Louise Rodino-Klapac confirmed they are leveraging the ELEVIDYS experience and Fast Track designation to accelerate the LGMD platform. CCO Dallan Murray added that the new time function test data in the label is a primary focus of payer conversations and has been met with high engagement and interest, supporting the case for broad access.

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