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    Mark Brown • TD Cowen

    Mark Brown is a Vice President and analyst at TD Cowen specializing in regulatory affairs, with coverage spanning the utilities and energy sectors. He has provided in-depth analysis and oversight on companies within regulated industries, most notably during policy summits and industry panels, and is recognized for his operational expertise and leadership. Mark began his career at Comcast as Vice President of Regulatory Affairs before joining TD Cowen in Washington, DC, where he expanded his analytical focus. His professional credentials include securities licenses and compliance with regulatory standards in financial research and analysis.

    Mark Brown's questions to Kyverna Therapeutics Inc (KYTX) leadership

    Mark Brown's questions to Kyverna Therapeutics Inc (KYTX) leadership • Q2 2024

    Question

    Mark Brown of TD Cowen asked for clarification on the upcoming KT253 (MDM2) update and questioned the strategic approach of the I&I portfolio, asking if oral convenience might allow for a compromise on efficacy versus injectables.

    Answer

    CEO Nello Manalfi clarified that the KT253 biomarker strategy will be shared this year, with the full clinical data to follow completion of dose escalation. He emphatically stated that the company's strategy is to *not* compromise on efficacy, aiming for its oral drugs like STAT6 to be equal or superior to on-pathway biologics, thereby creating a 'paradigm shift' in treatment.

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