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    Phil Nadeau • TD Cowen

    Phil Nadeau's questions to Dynavax Technologies Corp (DVAX) leadership

    Phil Nadeau's questions to Dynavax Technologies Corp (DVAX) leadership • Q2 2025

    Question

    Phil Nadeau from TD Cowen asked about HEPLISAV-B's strong quarterly performance, questioning if any one-time factors like inventory builds contributed, and requested more detail on the 'Other' market segment where market share is lowest.

    Answer

    Chief Commercial Officer Donn Casale stated that the record quarter was driven by widespread adoption, particularly in retail, with no significant one-time stocking issues. He clarified that the 'Other' segment comprises a long tail of smaller customers (military, corrections, small clinics) and that the company's strategy is to capture these patients as they increasingly utilize the retail pharmacy channel, where Dynavax is strongest.

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    Phil Nadeau's questions to Vir Biotechnology Inc (VIR) leadership

    Phil Nadeau's questions to Vir Biotechnology Inc (VIR) leadership • Q2 2025

    Question

    Phil Nadeau of TD Cowen inquired about the process for identifying and recruiting patients for the ECLIPSE-2 trial who have not responded to Hepcludex. He also asked if Vir would release the VIR-5818 monotherapy dose-escalation data separately from the combination data.

    Answer

    EVP & Chief Medical Officer Dr. Mark Eisner explained that identifying patients for ECLIPSE-2 is straightforward, as investigators know which of their patients are on bulevirtide and can test them for viremia to determine eligibility. He noted the trial is appealing for these patients. Regarding VIR-5818 data, Dr. Eisner stated that the company has not yet decided whether to release the monotherapy data alone or wait to present it with the combination data, as they are currently analyzing the totality of the data.

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    Phil Nadeau's questions to Syndax Pharmaceuticals Inc (SNDX) leadership

    Phil Nadeau's questions to Syndax Pharmaceuticals Inc (SNDX) leadership • Q2 2025

    Question

    Phil Nadeau questioned the market penetration of Revuforge in the incident KMT-2A population, asking how much growth remains before the NPM1 label expansion. He also requested an update on the inclusion of NPM1 in NCCN guidelines.

    Answer

    CCO Steve Closter clarified that having treated over 500 patients represents about 25% of the annual 2,000-patient KMT-2A market, with a target to reach 50% by year-end, indicating further growth potential. CEO Michael Metzger added that the company has submitted data for NCCN guideline inclusion for NPM1 and expects an update before the sNDA approval, which would aid the launch.

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    Phil Nadeau's questions to Apellis Pharmaceuticals Inc (APLS) leadership

    Phil Nadeau's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q1 2025

    Question

    Alex, on for Phil Nadeau, asked about Apellis's potential tariff exposure for SYFOVRE and EMPAVELI, the location of its ex-U.S. manufacturing, and where its key intellectual property is domiciled.

    Answer

    Executive Timothy Sullivan stated that the company is analyzing potential tariff exposure and mitigation tactics but could not provide details. He reiterated public disclosures that drug substance for SYFOVRE is manufactured in Switzerland and Japan but did not disclose the location for drug product manufacturing or where the company's IP is domiciled.

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    Phil Nadeau's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Phil Nadeau's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q3 2024

    Question

    An analyst on behalf of Phil Nadeau from TD Cowen asked if upcoming data from emracladine would influence the pivotal trial plans for NBI-568 and requested details on the broader pivotal strategy.

    Answer

    CMO Eiry Roberts stated that while the team is encouraged by data suggesting M4 agonism is sufficient for efficacy, their focus is primarily on their own emerging Phase II data to design the Phase III program for NBI-568. CEO Kyle Gano added that their selective, direct activation approach offers a key differentiation. Specific trial design details will be shared after the end-of-Phase II FDA meeting.

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