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    Matthew Dellatorre • Goldman Sachs

    Matthew Dellatorre's questions to Amneal Pharmaceuticals Inc (AMRX) leadership

    Matthew Dellatorre's questions to Amneal Pharmaceuticals Inc (AMRX) leadership • Q2 2025

    Question

    Matthew Dellatorre from Goldman Sachs asked if the Generics and Distribution segments would see an inflection in the second half, and inquired about the company's plans for vertical integration in biosimilars and its broader capital allocation strategy following the recent debt refinancing.

    Answer

    CFO Tasos Konidaris confirmed expectations for substantial growth in the AvKARE business in the second half, driven by government business acceleration. He stated the capital allocation policy remains focused on funding growth and deleveraging over time. Co-CEO Chirag Patel described the biosimilar market as a 'race' and expressed a desire to vertically integrate as soon as possible, while remaining disciplined to protect the balance sheet.

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    Matthew Dellatorre's questions to Teva Pharmaceutical Industries Ltd (TEVA) leadership

    Matthew Dellatorre's questions to Teva Pharmaceutical Industries Ltd (TEVA) leadership • Q2 2025

    Question

    Matthew Dellatorre of Goldman Sachs inquired about the broader development plan for DUVAKITUG, including indication expansion and the timing of Phase 2b maintenance data, and asked about the possibility of a priority review for long-acting olanzapine.

    Answer

    EVP of Global R&D and Chief Medical Officer Eric Hughes stated that new DUVAKITUG indications will be announced upon study initiation, with Phase 2b maintenance data expected to be presented in 2026. He clarified that they do not anticipate a priority review for olanzapine LAI and are targeting a 2026 approval.

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    Matthew Dellatorre's questions to Incyte Corp (INCY) leadership

    Matthew Dellatorre's questions to Incyte Corp (INCY) leadership • Q1 2025

    Question

    Speaking on behalf of Salveen Richter, Matthew Dellatorre asked for details on the curative potential of Klar, its development as a monotherapy versus a Jakafi combo, and the company's exposure to potential tariffs and IP location.

    Answer

    Executive Pablo Cagnoni stated that Klar aims for long-term disease modification via allele burden reduction, with near-term benefits in clinical signs and symptoms. CEO Herve Hoppenot added that Incyte's U.S. and European manufacturing provides flexibility to mitigate tariff impacts and confirmed that key product IP is held in the U.S.

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