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    Maury Raycroft • Jefferies

    Maury Raycroft's questions to Abeona Therapeutics Inc (ABEO) leadership

    Maury Raycroft's questions to Abeona Therapeutics Inc (ABEO) leadership • Q2 2025

    Question

    Amin on for Maury Raycroft of Jefferies asked about the number of procedures a center needs to perform to become proficient with ZevaSkin, the maximum surgical capacity of these centers, and the potential patient volume at the next wave of QTCs.

    Answer

    CEO Vishwas Seshadri and CCO Madhav Vasanthavada stated that proficiency is expected quickly, after just one or two treatments, due to the centers' existing expertise in treating RDEB. They noted that physician conviction is already high, with more patients being identified even before the first commercial treatment. The next QTCs are expected to add a couple of dozen patients each to the funnel, creating a compounding effect on demand.

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    Maury Raycroft's questions to Valneva SE (VALN) leadership

    Maury Raycroft's questions to Valneva SE (VALN) leadership • Q2 2025

    Question

    An analyst on behalf of Maury Raycroft from Jefferies inquired about the revenue recognition timing for the 40,000 IXCHIQ doses sold to the French government and the demand outlook for the vaccine given recent chikungunya outbreaks.

    Answer

    CEO Thomas Lingelbach stated that Valneva is in contact with governments regarding current outbreaks and has sufficient supply, but will proceed cautiously. CFO Peter Bühler clarified that revenue for the 40,000 doses was fully recognized in the first half of 2025, with no further revenue from that specific sale expected in Q3.

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    Maury Raycroft's questions to Compass Therapeutics Inc. (CMPX) leadership

    Maury Raycroft's questions to Compass Therapeutics Inc. (CMPX) leadership • Q2 2025

    Question

    Amin Makarem, on behalf of Maury Raycroft at Jefferies, asked for clarification on the timing of the Tivesimig PFS/OS analysis, questioning if events could accrue in Q4 2025 for an early Q1 2026 readout, and inquired about the scope of the initial data release.

    Answer

    CEO Thomas Schuetz explained that projecting the exact timing is difficult as the event rate has slowed, but the current projection is for a Q1 2026 readout. He stated the company plans to release a priority dataset including PFS, OS, demographic data, and top-line safety, with the full dataset reserved for a subsequent medical meeting.

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    Maury Raycroft's questions to BioCryst Pharmaceuticals Inc (BCRX) leadership

    Maury Raycroft's questions to BioCryst Pharmaceuticals Inc (BCRX) leadership • Q2 2025

    Question

    An analyst from Jefferies inquired about the company's latest thinking on the pivotal trial design for its Netherton syndrome program and what outcomes from the current DME study would inform the design of future trials.

    Answer

    Chief R&D Officer Dr. Helen Thackray explained the Netherton pivotal trial will likely focus on patient-centric endpoints like skin healing and itching, potentially allowing for a streamlined path to registration. For DME, CEO Jon Stonehouse stated the current goal is to confirm activity and dose. Chief Medical Officer Dr. Donald Fong added that the Phase 2 study will assess retinal thickness, a key indicator of efficacy, which would inform a pivotal trial designed around the registrational endpoint of best corrected visual acuity.

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    Maury Raycroft's questions to Alnylam Pharmaceuticals Inc (ALNY) leadership

    Maury Raycroft's questions to Alnylam Pharmaceuticals Inc (ALNY) leadership • Q2 2025

    Question

    Maury Raycroft from Jefferies asked whether there was a one-time bolus effect in the Q2 cardiomyopathy scripts and questioned the extent of channel stocking's contribution to revenue growth.

    Answer

    CEO Yvonne Greenstreet asserted that the results are not a 'flash in the pan' and reflect sustainable growth from strong execution. CFO Jeff Poulton clarified that demand was the primary driver, with an estimated $150 million from cardiomyopathy patients. He noted a $25 million inventory benefit was driven by higher demand calculations, not increased days on hand, and was largely offset by a gross-to-net headwind.

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    Maury Raycroft's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership

    Maury Raycroft's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership • Q1 2025

    Question

    Maury Raycroft asked for perspective on the range of effect sizes for Annualized Fracture Rate (AFR) reduction that would be needed for the setrusumab trial to succeed at its second interim analysis.

    Answer

    CEO Emil Kakkis noted that a 30-40% reduction is generally considered clinically meaningful. However, he explained that trial success is less about a specific effect size at one point in time and more about the statistical power gained as the cumulative fracture curves for the treatment and placebo groups separate over time. A consistent reduction percentage leads to greater statistical significance the longer the trial runs.

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    Maury Raycroft's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership • Q4 2024

    Question

    Farzin Haque, on behalf of Maury Raycroft, sought clarification on whether the 18-month data would be required for the filing package if the second interim analysis is successful.

    Answer

    CEO Emil Kakkis clarified that if the second interim analysis is positive, the filing package would include all available data, with patients having at least 12 months of exposure. He confirmed they would not delay the filing to wait for 18-month data and that this approach has been discussed with the FDA.

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    Maury Raycroft's questions to Travere Therapeutics Inc (TVTX) leadership

    Maury Raycroft's questions to Travere Therapeutics Inc (TVTX) leadership • Q4 2024

    Question

    An analyst on behalf of Maury Raycroft asked about the company's business development strategy for the year, specifically whether the focus would be on in-licensing assets in the rare renal space or prioritizing the FSGS launch.

    Answer

    CEO Eric Dube confirmed that Travere is actively exploring in-licensing opportunities to diversify its pipeline, leveraging its existing capabilities in the rare renal space. However, he stressed that the number one priority remains the preparation and execution of a successful launch for FILSPARI in FSGS.

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