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    Manos Mastorakis • Deutsche Bank

    Manos Mastorakis's questions to argenx SE (ARGX) leadership

    Manos Mastorakis's questions to argenx SE (ARGX) leadership • Q4 2024

    Question

    Manos Mastorakis asked about the potential for competitors to improve upon efgartigimod's clinical outcomes in CIDP and whether complement inhibitors have a role to play in the disease.

    Answer

    CEO Tim Van Hauwermeiren asserted that argenx has set a very high bar with a 70% response rate in CIDP. He confirmed his belief that complement does have a role, which is why the company is advancing its C2 inhibitor, empasiprubart, in CIDP. This could potentially serve the 30% of non-responders, including patients with pathogenic IgM autoantibodies.

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    Manos Mastorakis's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Manos Mastorakis asked about the key learnings from the portfolio review that led to the ANCA vasculitis discontinuation and how those learnings were applied to the empasiprubart programs.

    Answer

    CEO Tim Van Hauwermeiren explained the portfolio review was comprehensive, covering both efgartigimod and empasiprubart. The team thoroughly assessed the impact of background medications on trial designs. This exercise reinforced confidence in all empasiprubart programs, concluding that medication interference was manageable, unlike in AAV where the risk was deemed too high.

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    Manos Mastorakis's questions to Biontech SE (BNTX) leadership

    Manos Mastorakis's questions to Biontech SE (BNTX) leadership • Q3 2024

    Question

    Manos Mastorakis asked about the company's ongoing confidence in its TROP-2 ADC program (BNT325) and its iNeST personalized cancer vaccine program.

    Answer

    Chief Medical Officer Dr. Özlem Türeci and Chief Strategy Officer Ryan Richardson responded. Dr. Türeci highlighted the potential for the TROP-2 ADC in combination with BNT327 and noted the iNeST platform is expanding with three ongoing randomized trials in adjuvant settings. Mr. Richardson added that the company continues to believe iNeST has disruptive potential, particularly in adjuvant settings, and is investing accordingly.

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