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    Malcolm Hoffman • BMO Capital Markets

    Malcolm Hoffman's questions to Abcellera Biologics Inc (ABCL) leadership

    Malcolm Hoffman's questions to Abcellera Biologics Inc (ABCL) leadership • Q2 2025

    Question

    Malcolm Hoffman of BMO Capital Markets inquired about the key efficacy data and specific biomarkers from the ABCL635 Phase I study that would provide confidence for further development.

    Answer

    CEO Carl Hansen explained that early biomarker data will include LH and FSH. However, he emphasized that the true measure of efficacy will come from the proof-of-concept (POC) portion of the study, which will assess the frequency and severity of vasomotor symptoms, with data expected in mid-2026.

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    Malcolm Hoffman's questions to Abcellera Biologics Inc (ABCL) leadership • Q1 2025

    Question

    Malcolm Hoffman of BMO Capital Markets, on for Evan Seigerman, requested more context on the paused development of four NovaRock molecules and its implications. He also asked if AbCellera is considering U.S.-based manufacturing redundancies to mitigate risks associated with its Canadian facilities.

    Answer

    President and CEO Dr. Carl L. Hansen clarified that the pause in NovaRock's programs is believed to be related to fundraising efforts, a common challenge in the current environment. Regarding manufacturing, Dr. Hansen explained the Canadian facility is built to support Phase I and II trials, and moving products to the U.S. for trials is not expected to be an issue. He noted that considerations for commercial manufacturing locations are a topic for the distant future.

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    Malcolm Hoffman's questions to Abcellera Biologics Inc (ABCL) leadership • Q4 2024

    Question

    Malcolm Hoffman of BMO Capital Markets asked about the initial preparations for the upcoming CTA filings for ABCL575 and ABCL635, and if there were any notable nuances between a CTA and a U.S. IND filing process.

    Answer

    CEO Carl L. Hansen responded that IND-enabling studies began over 18 months ago and that extensive work has been done to prepare the clinical teams and plans. He confirmed that both programs have progressed smoothly, all necessary preparations are in place, and there are no particularly noteworthy considerations at this stage. He expressed confidence in the team and the plan to execute.

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    Malcolm Hoffman's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership

    Malcolm Hoffman's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q2 2025

    Question

    Malcolm Hoffman, on for Evan Seigerman, noted the improvement in Daybue's 12-month-plus patient persistence (from 65% to 70%) and asked for further explanation, questioning if it was related to provider comfort in managing the product's profile.

    Answer

    Chief Commercial Officer Thomas Garner attributed the improvement to several factors, including better education of the patient community, caregivers, and HCPs on how to utilize the product. He noted that the user base is becoming more comfortable with titration and that learnings from COEs are being amplified into the community, all reinforced by the new customer model.

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    Malcolm Hoffman's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q1 2025

    Question

    Malcolm Hoffman of BMO Capital Markets asked about the drivers that could push NUPLAZID's full-year gross-to-net percentage toward the high or low end of its 22.5% to 25.5% guidance range.

    Answer

    CFO Mark Schneyer explained that the primary factor influencing the gross-to-net percentage is patient payer mix, which can fluctuate quarterly and is outside the company's control. He also mentioned that any future pricing actions would be another variable affecting the final figure.

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    Malcolm Hoffman's questions to Scholar Rock Holding Corp (SRRK) leadership

    Malcolm Hoffman's questions to Scholar Rock Holding Corp (SRRK) leadership • Q1 2025

    Question

    Malcolm Hoffman, on for Evan Seigerman, asked for Scholar Rock's thoughts on the recent sales rebound for Spinraza and how that might affect long-term market dynamics for apitegromab as a combination therapy.

    Answer

    CEO David Hallal emphasized that the SAPPHIRE trial demonstrated apitegromab's benefit regardless of the background SMN therapy. He stated that Scholar Rock will monitor the dynamics of the entire SMN market but is confident in its position to help all patients, including those on Zolgensma, which will be further explored in the upcoming OPAL study.

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    Malcolm Hoffman's questions to Schrodinger Inc (SDGR) leadership

    Malcolm Hoffman's questions to Schrodinger Inc (SDGR) leadership • Q4 2024

    Question

    Malcolm Hoffman, on behalf of Evan Seigerman, asked about the potential impact of proposed U.S. tariffs and the company's overall exposure to China.

    Answer

    CFO Geoffrey Porges confirmed that revenue from China is minimal, substantially less than 5%, and does not pose a significant risk. He further contextualized the company's low geopolitical risk by noting that exposure to the NIH and total U.S. government funding is also very low (less than 1%), insulating the business from potential volatility in U.S. academic research funding.

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