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    Pete Stavropoulos • Cantor Fitzgerald

    Pete Stavropoulos's questions to Stoke Therapeutics Inc (STOK) leadership

    Pete Stavropoulos's questions to Stoke Therapeutics Inc (STOK) leadership • Q2 2025

    Question

    Pete Stavropoulos of Cantor Fitzgerald asked about any observed trends between seizure reduction and neurodevelopmental benefits, whether younger patients were driving improvements, and if the Phase 3 trial had enrollment caps based on age.

    Answer

    Interim CEO Ian Smith highlighted the trend of continued seizure reduction in lower-dose patients on the 45mg maintenance dose. SVP & Head of Neurology Kimberly Parkerson noted that correlating seizure and Vineland scores is difficult with the current sample size. She confirmed that benefits are seen across the 2-18 year age range, which is why the trial enrolls this spectrum without specific caps, though Ian Smith mentioned a slight loading towards ages 7-10.

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    Pete Stavropoulos's questions to Verastem Inc (VSTM) leadership

    Pete Stavropoulos's questions to Verastem Inc (VSTM) leadership • Q2 2025

    Question

    Pete Stavropoulos asked about the initial prescriber base, specifically the mix between targeted physicians, centers of excellence, and community settings, and how the early traction compares to internal expectations. He also inquired about the company's experience with payers and any potential pushback.

    Answer

    President and CEO Dan Paterson stated that the launch has exceeded expectations, with prescriptions coming from a mix of high-priority sites and unexpected sources. Chief Commercial & Strategy Officer Michael Crowther added that uptake was strong from top-tier customers but also encouragingly from community and academic physicians outside that group. Regarding payers, Paterson noted they are in a 'honeymoon phase' with minimal pushback, seeing reimbursement for both on-label and off-label use, and that the company's co-pay assistance program has been very impactful.

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    Pete Stavropoulos's questions to Harmony Biosciences Holdings Inc (HRMY) leadership

    Pete Stavropoulos's questions to Harmony Biosciences Holdings Inc (HRMY) leadership • Q2 2025

    Question

    Pete Stavropoulos of Cantor Fitzgerald asked about the RECONNECT study's primary endpoint, including potential variability, placebo mitigation measures, and key differences from the prior CONNECT study. He also asked the CCO about new levers to accelerate Wakix growth.

    Answer

    Chief Medical & Scientific Officer Dr. Kumar Budur detailed enhancements in the RECONNECT study, such as focusing on complete methylation patients and optimizing dosing, to increase the probability of success. EVP & CCO Adam Zaeske outlined his focus on improving top-line demand by increasing daily referrals, optimizing the conversion of referrals to dispenses, and enhancing patient retention through superior service.

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    Pete Stavropoulos's questions to Axsome Therapeutics Inc (AXSM) leadership

    Pete Stavropoulos's questions to Axsome Therapeutics Inc (AXSM) leadership • Q2 2025

    Question

    Pete Stavropoulos asked about adoption expectations for AXS-05 in Alzheimer's agitation, given Rexulti's uptake, and the planned strategy to drive adoption in various channels.

    Answer

    Chief Commercial Officer Ari Maizel stated that while they are watching the Rexulti launch, the key differentiator for AXS-05 is its combination of strong efficacy with a favorable safety and tolerability profile. He mentioned plans to leverage the Auvelity sales force and expand into geriatric psychiatry and long-term care facilities.

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