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    Morgan Gryga

    Research Analyst at Morgan Stanley

    Morgan Gryga is an Analyst at Morgan Stanley specializing in equity research with coverage in the biotechnology and therapeutics sector. Gryga has actively participated in coverage of companies including Sage Therapeutics, Inc., demonstrating a solid understanding of sector trends and company performance through detailed earnings call analyses. Beginning her career at Morgan Stanley in 2024, Gryga is a FINRA-registered broker with CRD# 7809365 and operates under MORGAN STANLEY & CO. LLC. She holds securities licenses required for sell-side analysts, and is recognized for her rigorous research and active engagement on corporate earnings calls.

    Morgan Gryga's questions to Absci (ABSI) leadership

    Morgan Gryga's questions to Absci (ABSI) leadership • Q2 2025

    Question

    Morgan Gryga of Morgan Stanley sought confirmation on whether a primary goal of the ABS-101 interim readout is to validate quarterly dosing potential and asked for Absci's perspective on competitor data suggesting semi-annual dosing.

    Answer

    CEO Sean McClain confirmed the interim data will be important for validating the anticipated quarterly dosing half-life. SVP Christian Stegmann acknowledged competitor SPIRE's solid data but noted potential questions around their CMC package for combination formulations. McClain added that KOL feedback suggests quarterly dosing aligns well with patient visits and that true differentiation will likely come from novel bispecific approaches.

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    Morgan Gryga's questions to Absci (ABSI) leadership • Q2 2025

    Question

    Morgan Gryga of Morgan Stanley questioned if the ABS-101 Phase 1 data would confirm quarterly dosing potential and asked for Absci's perspective on recent competitor data from ESPIRE.

    Answer

    CEO Sean McClain confirmed the upcoming data will help determine the half-life, with expectations for once-quarterly dosing. SVP of Drug Creation, Christian Stegmann, acknowledged ESPIRE's solid data but noted potential CMC questions for their molecule. He stated Absci expects to be in a similar dosing range, while Sean McClain added that KOLs find quarterly dosing convenient and that bispecifics will be a key differentiator.

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    Morgan Gryga's questions to Absci (ABSI) leadership • Q1 2025

    Question

    Morgan Gryga from Morgan Stanley asked for the timeline for nominating a development candidate for the immuno-oncology program ABS-301 and inquired about the nature of the expected interim data for the ABS-201 hair loss program.

    Answer

    CEO Sean McClain responded that for ABS-301, a specific timeline for development candidate nomination has not been disclosed, though in-vivo studies are underway. For ABS-201, he stated the interim data, expected in H2 2026, is intended to be a proof-of-concept readout from both the single and multiple ascending dose portions of the study.

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    Morgan Gryga's questions to Sage Therapeutics (SAGE) leadership

    Morgan Gryga's questions to Sage Therapeutics (SAGE) leadership • Q1 2025

    Question

    Morgan Gryga from Morgan Stanley asked why some prescribers might not use ZURZUVAE as a first-line treatment and questioned the geographic concentration and impact of the expanded sales force.

    Answer

    CEO Barry Greene addressed the questions by stating that with the sales force expansion now complete, Sage anticipates continued quarter-over-quarter growth. He emphasized that over 70% of women prescribed ZURZUVAE receive it as their first new treatment for PPD, indicating there are no significant obstacles to its frontline use. He noted a steady increase in new prescribers who subsequently become repeat writers.

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    Morgan Gryga's questions to Sage Therapeutics (SAGE) leadership • Q3 2024

    Question

    Morgan Gryga, on for Vikram Purohit, asked about the potential sales uplift from the Zurzuvae sales force expansion, the timeline to see that impact, and whether the sales force is now considered right-sized.

    Answer

    CEO Barry Greene stated that while they expect to see an impact next quarter, he could not provide a specific forecast. He noted the market is promotionally responsive and that Sage will continue to assess further investments, including sales force expansion, based on performance and success, aiming to capitalize on the blockbuster potential in PPD.

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    Morgan Gryga's questions to Certara (CERT) leadership

    Morgan Gryga's questions to Certara (CERT) leadership • Q3 2024

    Question

    Morgan Gryga, on for Vikram Purohit, asked for more details on the specific improvements observed with Tier 1 customers between the second and third quarters.

    Answer

    Executive John Gallagher explained that after seeing pressure in Q2, Certara saw stability and some improvement with Tier 1 customers in Q3. He clarified that while software performance remained strong, the services business saw an acceleration in biosimulation services among Tier 1 clients, which was partially offset by a contraction in the regulatory services business for that same customer tier.

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    Morgan Gryga's questions to HALOZYME THERAPEUTICS (HALO) leadership

    Morgan Gryga's questions to HALOZYME THERAPEUTICS (HALO) leadership • Q3 2024

    Question

    Morgan Gryga of Morgan Stanley inquired about the early outlook for subcutaneous conversion rates for the recent OCREVUS and Tecentriq launches, asking about the potential ramp in coming quarters and the long-term steady state.

    Answer

    President and CEO Dr. Helen Torley explained that the strategy for OCREVUS is market growth, not immediate IV conversion, aiming to add a $2 billion sales opportunity. For Tecentriq, the focus is on converting specific patient populations to simplify regimens, with potential conversion rates comparable to the 60% seen with Herceptin in Europe.

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