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    Paul Jeng • Guggenheim Partners

    Paul Jeng's questions to Kymera Therapeutics Inc (KYMR) leadership

    Paul Jeng's questions to Kymera Therapeutics Inc (KYMR) leadership • Q2 2025

    Question

    Paul Jeng of Guggenheim Partners inquired about the rationale for adding a second dose to the KT-621 Phase 1b study and which data sets informed the dose selection for the upcoming Phase 2 trials.

    Answer

    CEO Nello Mainolfi explained that rapid trial enrollment enabled the addition of a second dose, providing a richer data set to inform Phase 2b dose selection. He clarified that while the healthy volunteer data was the primary driver for dose choice, confirmatory data from the Japanese study and long-term toxicology studies supported their initial decisions without altering them.

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    Paul Jeng's questions to Kymera Therapeutics Inc (KYMR) leadership • Q4 2024

    Question

    Paul Jeng from Guggenheim Partners inquired about the current understanding of KT-621's bioavailability in disease-relevant tissues like skin and lungs, and whether the Phase II atopic dermatitis study design would resemble the ongoing IRAK4 study.

    Answer

    CEO Nello Mainolfi cited extensive preclinical data showing KT-621 is orally bioavailable and distributes evenly across key tissues, expressing confidence in its translation to humans. Regarding the Phase II design, Mainolfi declined to comment on specifics, stating that details would be shared at a more appropriate time.

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    Paul Jeng's questions to Immunocore Holdings PLC (IMCR) leadership

    Paul Jeng's questions to Immunocore Holdings PLC (IMCR) leadership • Q2 2025

    Question

    Paul Jeng, on for Michael Schmidt at Guggenheim Partners, asked if there are meaningful differences in ChemTrak's real-world duration of therapy between academic and community settings and about the potential competitive positioning against a developing oral regimen for uveal melanoma.

    Answer

    Ralph Torbay, EVP of Commercial, stated that duration of therapy is very similar in both academic and community settings, driven by the drug's favorable long-term safety profile. He positioned Chemtrac as the established standard of care for HLA-A2 positive patients, with a high bar for overall survival that any competitor would need to meet.

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    Paul Jeng's questions to Incyte Corp (INCY) leadership

    Paul Jeng's questions to Incyte Corp (INCY) leadership • Q4 2024

    Question

    Paul Jeng of Leerink Partners inquired about expectations for the upcoming Phase III trial of Opzelura in prurigo nodularis (PN), specifically the clinical bar for success, and asked for an update on the CDK2 inhibitor program, including plans for further clinical data and the factors determining the pivotal study dose.

    Answer

    Pablo Cagnoni, President, Head of R&D, stated that for the CDK2 inhibitor, pivotal trials in platinum-resistant ovarian cancer are planned to start in 2025, with an update to come later in the year. For ruxolitinib cream in PN, he explained that if the Phase III results are anywhere near the Phase II data, it would be a very important therapy, given its strong safety profile and the unmet need for a topical treatment.

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