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    Ramakanth Swayampakula • H.C. Wainwright & Co., LLC

    Ramakanth Swayampakula's questions to Humacyte Inc (HUMA) leadership

    Ramakanth Swayampakula's questions to Humacyte Inc (HUMA) leadership • Q2 2025

    Question

    Ramakanth Swayampakula of H.C. Wainwright & Co., LLC inquired about the conversion rate from VAC initiation to actual orders, the typical timeline for this process, and the potential impact of the negative CMS NTAP decision on private payer reimbursement.

    Answer

    CCO BJ Scheessele and CEO Laura Niklason responded. Scheessele stated that 12 hospitals have ordered CIMVEST to date, with several reordering. He noted that the VAC approval and contracting process has lengthened to six to nine-plus months due to economic pressures and public attacks. Regarding the NTAP decision, both executives emphasized that private payers, who cover the majority of trauma patients, base decisions on clinical and health economic data. They believe Humacyte's strong value proposition in reducing costly complications will drive supplemental reimbursement from private payers, mitigating the CMS decision's impact.

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    Ramakanth Swayampakula's questions to Corcept Therapeutics Inc (CORT) leadership

    Ramakanth Swayampakula's questions to Corcept Therapeutics Inc (CORT) leadership • Q1 2025

    Question

    Ramakanth Swayampakula sought to quantify the percentage increase in Korlym scripts filled in March and April versus the prior two months. He also asked about the price differential between branded Korlym and the authorized generic to better model the path to the company's full-year revenue guidance.

    Answer

    Sean Maduck, President of Endocrinology, did not provide a specific month-over-month percentage but highlighted that Q1 enrollments nearly doubled year-over-year. He stated the authorized generic has a 12% list price discount but net price varies by payer, reiterating that increased volume is expected to overwhelm the price impact and is factored into the $900-$950 million revenue guidance.

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