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    Laura PrendergastRaymond James

    Laura Prendergast's questions to Allogene Therapeutics Inc (ALLO) leadership

    Laura Prendergast's questions to Allogene Therapeutics Inc (ALLO) leadership • Q4 2024

    Question

    Laura Prendergast requested more details on the registrational path for the Foresight MRD test and how its timeline and approval process relate to that of cema-cel for first-line lymphoma.

    Answer

    EVP of R&D and CMO Dr. Zachary Roberts stated that the plan has always been for a concurrent launch of cema-cel and its companion diagnostic. While referring specific questions about the test's registration to Foresight's management, he affirmed that Allogene does not foresee the diagnostic's approval pathway creating an issue for cema-cel's approval.

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    Laura Prendergast's questions to Revolution Medicines Inc (RVMD) leadership

    Laura Prendergast's questions to Revolution Medicines Inc (RVMD) leadership • Q4 2024

    Question

    Laura Prendergast of Raymond James asked for the data disclosure cadence for colorectal cancer (CRC), including potential chemo or EGFR inhibitor combinations, and guidance on a registrational path for CRC.

    Answer

    CEO Dr. Mark Goldsmith stated there is no new guidance on future CRC data disclosures. He highlighted the recent December 2024 data release on the elironrasib and daraxonrasib combination in advanced CRC patients. He confirmed the company continues to evaluate various combination strategies and will share updates when a clear path forward is identified.

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    Laura Prendergast's questions to Revolution Medicines Inc (RVMD) leadership • Q3 2024

    Question

    Laura Prendergast asked for comments on a recent Nature paper from MSK suggesting RMC-6236 has an additional mechanism of action, and whether the company was aware of or investigating this.

    Answer

    Dr. Mark Goldsmith, Chairman and CEO, confirmed that the company was not only aware of the mechanism but had in fact discovered and disclosed it at a scientific conference a few years prior. He stated that this effect likely contributes to the therapeutic index of RMC-6236 by impacting RAS signaling more profoundly in cancer cells with up-regulated RAS(ON) signaling compared to normal cells.

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