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    Matt Kaplan

    Research Analyst at Ladenburg Thalmann

    Matt Kaplan is Managing Director and Head of Equity Research at Ladenburg Thalmann & Co., specializing in biotechnology and life sciences with an emphasis on therapeutic, cardiovascular, and drug delivery companies. He covers major biotech firms such as Cogent Biosciences and is regularly featured in investment conferences highlighting breakthroughs in oncology and related fields. Kaplan began his career with thirteen years as a biotechnology analyst at PZ & Co, Evolution Capital, and The Carson Group before joining Ladenburg Thalmann, and also has six years of research experience at the Albert Einstein College of Medicine/Montefiore Hospital Department of Cardiology. He holds a Bachelor of Science in biology from the University of Michigan, has completed cellular and molecular biology studies at Columbia University, and is a CFA charterholder.

    Matt Kaplan's questions to EYEN leadership

    Matt Kaplan's questions to EYEN leadership • Q3 2024

    Question

    Inquired about the statistical power of the CHAPERONE interim analysis, the process following the independent review, the potential timeline for an NDA filing if results are positive, and the ability to leverage existing atropine safety data.

    Answer

    The study is believed to be adequately powered at around 85%. The independent committee will provide a go/no-go recommendation, after which Eyenovia would unblind and analyze the full data. A positive result could accelerate an NDA filing to the first half of 2026. The FDA already allows leveraging data from the LAMP and ATOM studies, but Eyenovia also believes its own safety data will be superior and important for the label.

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    Matt Kaplan's questions to Beyond Air (XAIR) leadership

    Matt Kaplan's questions to Beyond Air (XAIR) leadership • Q4 2024

    Question

    Asked for an update on the device software upgrade timeline, the primary drivers of growth (new vs. existing customers), and the reasons for the updated timeline for the cardiac surgery PMA supplement and its potential revenue impact.

    Answer

    Device upgrades will continue for the next few quarters and finish near the end of the fiscal year. Growth is primarily driven by acquiring new customers, aided by referrals. The PMA supplement timeline is still for the second half of the calendar year, just later in the half, and any potential revenue from it is not included in the current fiscal '25 guidance.

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    Matt Kaplan's questions to Eledon Pharmaceuticals (ELDN) leadership

    Matt Kaplan's questions to Eledon Pharmaceuticals (ELDN) leadership • Q4 2022

    Question

    Matt Kaplan of Ladenburg Thalmann inquired about plans for releasing additional open-label data from the Phase Ib study, the expected enrollment timeline for the Phase II BESTOW study, and the company's perspective on using neurofilament light chain (NFL) as a biomarker in future ALS studies.

    Answer

    CEO David-Alexandre Gros confirmed that Eledon will continue to share data from the Phase Ib study at major conferences as more patients are enrolled and longer-term data becomes available. He projected that enrollment for the BESTOW study would take approximately a year and a half. President and Chief Scientific Officer Steven Perrin added that the company would incorporate NFL as a biomarker in future ALS studies, acknowledging the FDA's recent receptiveness to it.

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    Matt Kaplan's questions to Eledon Pharmaceuticals (ELDN) leadership • Q3 2022

    Question

    Matt Kaplan from Ladenburg Thalmann asked about the potential read-through from the initial Phase 1b renal transplant data to the planned Phase 2 superiority study and what key metrics to look for in the initial three-month data from the islet cell transplant program.

    Answer

    Chief Medical Officer Jeff Bornstein stated that the Phase 1b kidney transplant data will provide insights into safety, rejection prevention, and graft function (GFRs), which will directly inform the endpoint for the Phase 2 study. CEO David-Alexandre Gros added that the trial designs are similar. For the islet cell transplant program, Bornstein and Gros explained that the initial data will focus on safety, graft function, rejection rates, glucose control, and the need for exogenous insulin, with the hope that a single transplant could be sufficient.

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    Matt Kaplan's questions to RedHill Biopharma (RDHL) leadership

    Matt Kaplan's questions to RedHill Biopharma (RDHL) leadership • Q1 2022

    Question

    Matt Kaplan from Ladenburg Thalmann asked about the company's cash runway following cost cuts and recent financing, the Q1 revenue breakdown for Talicia and Movantik, the regulatory path for opaganib in COVID-19, and the development timelines for RHB-204 with or without external funding.

    Answer

    CEO Dror Ben-Asher and CFO Micha Ben-Chorin affirmed the company has sufficient cash runway to reach operational profitability. Micha Ben-Chorin provided the Q1 revenue breakdown: Movantik (over $14M), a Talicia out-licensing deal ($2M), and Talicia commercial sales. COO Gilead Raday stated that a positive confirmatory study is the likely path for opaganib's approval and that external funding could accelerate the RHB-204 NTM program.

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    Matt Kaplan's questions to XOMA Royalty (XOMA) leadership

    Matt Kaplan's questions to XOMA Royalty (XOMA) leadership • Q2 2015

    Question

    Matt Kaplan of Ladenburg Thalmann requested more detail on the XOMA 358 program costs, the company's expected future burn rate, clarification on the gevokizumab program's path forward, and a breakdown of the company's debt obligations.

    Answer

    Tom Burns, VP of Finance and CFO, explained that the XOMA 358 studies are significantly less expensive than the EYEGUARD trials and that the company's cash burn will be substantially lower than the previous $60-65 million guidance. Paul Rubin, SVP of R&D and CMO, confirmed that only the pyoderma gangrenosum study for gevokizumab will continue, with strict go/no-go checkpoints. John Varian, CEO, and Tom Burns then detailed the company's debt, including obligations to Servier, Novartis, and Hercules, and expressed confidence in resolving the Novartis debt.

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