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    Matthew Phipps • William Blair

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

    Matthew Phipps's questions to Mink Therapeutics Inc (INKT) leadership • Q1 2025

    Question

    Matthew Phipps of William Blair asked for specific details about the planned graft-versus-host disease (GvHD) trial, including whether it would target acute patients and what the enrollment criteria or prior treatments might be.

    Answer

    President and CEO Dr. Jennifer Buell clarified that the company has developed two Phase I programs: one for steroid-refractory acute GvHD and another for prophylaxis to improve engraftment success. The path chosen will depend on financing, including a potential grant and a separate proposal from a strategic collaborator. Executive Thiago Favano added that the Phase I trial will also assess other transplant complications, such as infections and disease relapse, to demonstrate the broader potential of iNKT therapy.

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

    Matthew Phipps's questions to Genmab A/S (GMAB) leadership • Q1 2025

    Question

    Matthew Phipps of William Blair inquired if Genmab is considering using the FDA's Project FrontRunner pathway for other studies beyond the current second-line follicular lymphoma trial.

    Answer

    CMO Tahamtan Ahmadi explained that pursuing novel regulatory pathways like Project FrontRunner is most effective with compelling data. He confirmed Genmab will continue to explore such opportunities to accelerate patient access for other programs if the supporting data is profound and meaningful.

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

    Matthew Phipps's questions to Dynavax Technologies Corp (DVAX) leadership • Q1 2025

    Question

    Matthew Phipps inquired why Dynavax did not officially raise its full-year guidance despite expressing confidence in achieving the upper half. He also asked for clarification on the company's capital allocation and business development strategy, particularly whether the announcement of two new preclinical programs (pandemic influenza and Lyme disease) signals a reduced appetite for near-term external acquisitions.

    Answer

    CEO Ryan Spencer explained that it was prudent to maintain the current guidance range as it is only the first quarter of the year. Regarding strategy, he reiterated the company's balanced approach to capital allocation, which includes advancing internal programs leveraging the CpG 1018 adjuvant, seeking high-value external assets to utilize its commercial infrastructure, and returning capital to shareholders via buybacks. Spencer affirmed that the company believes it has the capacity to pursue all these avenues simultaneously.

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    Matthew Phipps's questions to Dynavax Technologies Corp (DVAX) leadership • Q4 2024

    Question

    Matthew Phipps asked about the remaining barriers to HEPLISAV-B market share growth, the specific non-inferiority metrics for the shingles vaccine program, and the consistency of safety data collection methods across different shingles vaccine trials.

    Answer

    Chief Commercial Officer Donn Casale identified expanded Medicare access in retail and the new HEDIS measure as key drivers for future HEPLISAV-B market share gains. Regarding the shingles program, CEO Ryan Spencer and Chief Medical Officer Rob Janssen clarified that the company will assess a 'constellation' of immunogenicity data, not just a single marker, noting that the goal is to achieve around 75% of Shingrix's median T cell quantity. Dr. Janssen also stated that while data collection instruments aren't public, the FDA insists on fairly standard e-diaries for key safety events.

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    Matthew Phipps's questions to Dynavax Technologies Corp (DVAX) leadership • Q3 2024

    Question

    Matthew Phipps of Cantor Fitzgerald inquired about Dynavax's updated 2030 market outlook for HEPLISAV-B, asking if the previous 2027 forecast of an $800 million market remains intact. He also sought clarity on the growth drivers between 2027 and 2030, particularly the contribution from the retail channel, and questioned how the company plans to achieve its 60% total market share goal given current stable shares in target segments.

    Answer

    CEO Ryan Spencer confirmed the 2027 view is unchanged and the 2030 guidance is an extension of that forecast. Chief Commercial Officer Donn Casale elaborated that the retail pharmacy segment is expected to be the primary growth driver due to its established infrastructure and incentives for adult vaccination. Casale also explained that achieving the 60% total market share goal will be driven by disproportionate growth and continued share gains within the key retail and IDN segments, with some spillover into other areas.

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

    Matthew Phipps's questions to Amgen Inc (AMGN) leadership • Q1 2025

    Question

    Matthew Phipps from William Blair inquired about the market opportunity for TEZSPIRE in chronic rhinosinusitis with nasal polyps (CRSwNP), asking about the degree of patient overlap with severe asthma and the potential for biologics to shift the treatment paradigm away from surgery.

    Answer

    Murdo Gordon, EVP of Global Commercial Operations, confirmed a significant opportunity with 1-2 million U.S. patients and a roughly 40% overlap with severe asthma. He stressed that TEZSPIRE's clinical trial data showed it could 'reduce almost entirely the need for surgery,' indicating a strong potential to move ahead of surgical intervention and improve patient quality of life.

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    Matthew Phipps's questions to Amgen Inc (AMGN) leadership • Q3 2024

    Question

    Matthew Phipps asked for specific details on the planned TEZSPIRE COPD trials, including whether the 420mg dose would be used, if it could be formulated as a single injection, and if the two Phase III trials would have identical designs.

    Answer

    EVP of R&D James Bradner stated that he could not address those specific questions at this time. He indicated that the full design of the Phase III program would be described in the future in collaboration with partner AstraZeneca.

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    Matthew Phipps's questions to Bristol-Myers Squibb Co (BMY) leadership

    Matthew Phipps's questions to Bristol-Myers Squibb Co (BMY) leadership • Q1 2025

    Question

    Matthew Phipps asked about early adoption trends for the subcutaneous formulation of Opdivo, Qvantig, and also questioned the commercial significance of the upcoming Reblozyl data in myelofibrosis.

    Answer

    CCO Adam Lenkowsky reported that Qvantig adoption is progressing well, primarily in the community setting across multiple tumors, with a ramp expected in the second half after a permanent J-code is issued. He characterized the Reblozyl opportunity in myelofibrosis as 'pretty modest,' stating the brand's growth will continue to be driven by its core MDS indication.

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    Matthew Phipps's questions to Bristol-Myers Squibb Co (BMY) leadership • Q4 2024

    Question

    Matthew Phipps of William Blair followed up on the iberdomide trial, asking about durability requirements for the MRD endpoint, and also questioned the profitability breakpoint for Abecma and if Arlocell's success could impact its necessity.

    Answer

    CMO Samit Hirawat explained that since MRD is a new registrational endpoint, durability will be a key discussion point with the FDA. CCO Adam Lenkowsky stated that BMS remains committed to optimizing Abecma's value in a competitive market and highlighted the GPRC5D CAR-T (Arlocell) as a critically important future option for post-BCMA patients.

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    Matthew Phipps's questions to Bristol-Myers Squibb Co (BMY) leadership • Q3 2024

    Question

    Matthew Phipps inquired about the market opportunity for the GPRC5D CAR-T relative to Abecma, asking if it's positioned to challenge BCMA CAR-T or be used sequentially.

    Answer

    Head of Global Drug Development Samit Hirawat clarified that the GPRC5D CAR-T is viewed as an important asset to be used after a BCMA CAR-T treatment. He expressed confidence that its single-dose administration and toxicity profile create a great opportunity for it to become another leading cell therapy asset for the company.

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    Matthew Phipps's questions to argenx SE (ARGX) leadership

    Matthew Phipps's questions to argenx SE (ARGX) leadership • Q4 2024

    Question

    Matthew Phipps asked for clarification on the myositis Phase III trial design, specifically whether a set number of patients are being enrolled for each of the three subsets to power them individually.

    Answer

    CEO Tim Van Hauwermeiren confirmed the analyst's assumption was correct, stating they will need a 'minimum representation of every subset' in the registrational trial to generate data-based conclusions for discussions with the FDA.

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    Matthew Phipps's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Matthew Phipps asked if CIDP patients were included in the human factors study for the prefilled syringe (PFS) and whether Argenx plans to offer a free drug program for CIDP during the initial payer coverage gap.

    Answer

    CEO Tim Van Hauwermeiren confirmed that both gMG and CIDP patients were actively involved in the human factors studies for the PFS. Regarding launch support, COO Karen Massey stated that while not providing specifics, the approach to the CIDP launch will be innovative and disciplined, similar to the successful gMG launch, to ensure patient access.

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

    Matthew Phipps's questions to Incyte Corp (INCY) leadership • Q4 2024

    Question

    Matthew Phipps of William Blair & Company asked about the learnings from the prior robust trial that were applied to the current frontline strategy. He also inquired if the mutant-CALR program data this year would be monotherapy only or include a Jakafi combination, and about any preclinical differences in activity against type 1 vs. type 2 CALR mutations.

    Answer

    Pablo Cagnoni, President, Head of R&D, addressed the second question, stating that a Jakafi combination study for mutant-CALR has been initiated and it's possible some combo data will be disclosed. He confirmed the antibody has different affinity for type 1 vs. type 2 mutations, which could lead to different clinical activity. The question about the robust trial was not directly answered.

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    Matthew Phipps's questions to Incyte Corp (INCY) leadership • Q3 2024

    Question

    Matthew Phipps from William Blair & Company asked for the rationale behind adding a 25 mg arm to the INCB00262 trial in chronic spontaneous urticaria (CSU) and questioned how the drug's profile would compete against BTK inhibitors or more effective treatments.

    Answer

    An unnamed executive clarified that the 25 mg arm was added to explore the full dose range and expedite a potential move to Phase III. He positioned INCB00262 to fit perfectly after antihistamines, expecting a very clean safety profile and convenient oral dosing to be ideal for patients before they move to more aggressive therapies, differentiating it from treatments that deplete all mast cells.

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