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Mike Owles

Research Analyst at Morgan Stanley

No evidence was found to indicate the existence of Mike Owles as an analyst or in any capacity at Morgan Stanley. After a comprehensive search, there is no LinkedIn profile, professional biography, or reference in financial industry databases, news coverage, or advisory listings that matches this name in association with Morgan Stanley or as an equity analyst covering specific companies. Similarly, there is no information about performance metrics, career history, professional credentials, or notable achievements for an individual by this name in this field.

Mike Owles's questions to RHYTHM PHARMACEUTICALS (RYTM) leadership

Question · Q3 2025

Mike Owles inquired about Rhythm Pharmaceuticals' latest thinking on the trial design for the Phase III hypothalamic obesity (HO) study for bivamelagon and any initial feedback received from the FDA.

Answer

David Meeker, Chairman, CEO and President, Rhythm Pharmaceuticals, explained that the HO trial design for bivamelagon would be similar to previous MC4R pathway trials, likely a double-blind randomized controlled trial with a full year of data expected by regulators. He noted that the primary endpoint would be percent BMI change, enrolling children and adults. Feedback from the FDA is anticipated in Q1 next year during a post-Phase II meeting.

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Question · Q3 2025

Mike Owles asked about the latest thinking on the trial design for Rhythm Pharmaceuticals' phase three hypothalamic obesity (HO) study for bivamelagon and any initial feedback received from the FDA.

Answer

David Meeker, Chairman, CEO and President, explained that the HO trial for bivamelagon would be a double-blind, randomized controlled trial, similar to previous MC4R pathway studies, focusing on BMI % change in children and adults. He noted that the FDA would likely want a full year of data, potentially a six-month double-blind period followed by six months open-label. He anticipates receiving FDA feedback during a post-phase two meeting in the first quarter of next year.

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