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    Matt Phipps • William Blair

    Matt Phipps's questions to Mink Therapeutics Inc (INKT) leadership

    Matt Phipps's questions to Mink Therapeutics Inc (INKT) leadership • Q2 2025

    Question

    Eric, on behalf of Matt Phipps from William Blair, asked for updated thoughts on the development plan for graft-versus-host disease, specifically seeking clarity on the focus between a prophylactic setting versus treating acute steroid-refractory patients.

    Answer

    Dr. Jennifer Buell, President and CEO, clarified that the currently funded and advancing program is focused on the prophylactic setting. She detailed that patients will be dosed post-engraftment to assess engraftment success, infection reduction, and GVHD mitigation, confirming the trial is designed for prevention rather than treating active GVHD.

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    Matt Phipps's questions to Dynavax Technologies Corp (DVAX) leadership

    Matt Phipps's questions to Dynavax Technologies Corp (DVAX) leadership • Q2 2025

    Question

    Matt Phipps of William Blair & Company inquired about the upcoming data for Dynavax's shingles vaccine program, focusing on the key success metrics like CD4 T-cell response compared to Shingrix, the time points for these measurements, and the expected detail on the side effect profile.

    Answer

    Chief Medical Officer Robert Janssen explained that the initial one-month data will focus on the vaccine response rate (VRR), a composite of CD4 and antibody response, due to potential variability in small subject groups. He added that CD4 levels would be tracked over time. CEO Ryan Spencer reiterated that while the trial is not powered for statistical comparisons of reactogenicity, they expect the tolerability data to be supportive of a favorable profile.

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    Matt Phipps's questions to Genmab A/S (GMAB) leadership

    Matt Phipps's questions to Genmab A/S (GMAB) leadership • Q2 2025

    Question

    Matt Phipps of William Blair inquired about Genmab's strategy for combining Epkinley with ADCs in lymphoma and asked if the Akasunlimab melanoma trial would use the same every-six-week dosing regimen.

    Answer

    Chief Medical Officer Tahamtan Ahmadi confirmed that ADC combinations are an interesting part of the development strategy, with an investigator-sponsored trial planned. CEO Jan van de Winkel and Chief Development Officer Judith Klimovsky affirmed that Akasunlimab will use the every-six-week dosing, as it has shown optimal efficacy and safety.

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    Matt Phipps's questions to Amgen Inc (AMGN) leadership

    Matt Phipps's questions to Amgen Inc (AMGN) leadership • Q2 2025

    Question

    Matt Phipps asked about the newly disclosed AMG 732 program for thyroid eye disease (TED), inquiring how it differentiates from TEPEZZA and what unmet need it aims to address.

    Answer

    James Bradner, EVP of R&D, described AMG 732 as a next-generation, subcutaneously administered antibody targeting IGF-1R. Robert Bradway, Chairman & CEO, framed it as an example of Amgen's strategy to bring further innovation to the acquired Horizon portfolio.

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    Matt Phipps's questions to Incyte Corp (INCY) leadership

    Matt Phipps's questions to Incyte Corp (INCY) leadership • Q1 2025

    Question

    Matt Phipps inquired about povorcitinib in CSU, asking how its efficacy compares to MRGPRX2 inhibition and whether the positive data alters plans for developing backup X2 antagonist programs.

    Answer

    An Incyte executive stated that comparative efficacy data will be discussed when the povorcitinib CSU results are presented later in the year. They also confirmed that Incyte has no plans to restart the X2 antagonist program and will advance povorcitinib into pivotal studies for CSU based on the strong proof-of-concept data.

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