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    Richard Law • Goldman Sachs

    Richard Law's questions to Mineralys Therapeutics Inc (MLYS) leadership

    Richard Law's questions to Mineralys Therapeutics Inc (MLYS) leadership • Q2 2025

    Question

    Richard Law from Goldman Sachs asked about lorunderstat's potential in combination with drugs other than SGLT2s, scenarios where competitor data could impact partnership talks, and whether partners view ASIs as similar or seek a best-in-class drug.

    Answer

    CEO Jon Congleton highlighted that aldosterone drives comorbidities like CKD and OSA, suggesting broad potential beyond SGLT2 combinations. He noted that while fixed-dose combinations are contemplated, U.S. physicians often prefer separate agents for dosing flexibility. He reiterated confidence in lorunderstat's value, stating the market has room for two ASIs and that lorunderstat has a distinct profile, but declined to speculate on partner perspectives.

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    Richard Law's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Richard Law's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q2 2025

    Question

    Richard Law of Goldman Sachs questioned how much can be learned from the 10-patient Cohort 4 in the CAH study, given potential data variability, and asked if there's a chance to adjust the Phase III protocol based on these findings since the Phase III is starting before the Cohort 4 data is available.

    Answer

    Chief Medical & Development Officer Dana Pizzuti acknowledged that Cohort 4 is assessing AM vs. PM dosing but stated the Phase III protocol is already "locked and loaded" for PM dosing. She confirmed that sites are already starting up for the Phase III trial and the company does not plan to make any changes to the protocol based on the Cohort 4 results.

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    Richard Law's questions to Arcutis Biotherapeutics Inc (ARQT) leadership

    Richard Law's questions to Arcutis Biotherapeutics Inc (ARQT) leadership • Q2 2025

    Question

    Richard Law of Goldman Sachs asked about Zareve's classification in Medicare negotiations (i.e., within the topical steroid class or a separate PDE4 class), the progress made in securing Medicaid access over the last quarter, and if there was any new thinking on the ex-US commercial opportunity.

    Answer

    Chief Commercial Officer Todd Edwards clarified that Zareve is positioned within the broad dermatology topical basket for Medicare, which is considered advantageous. He highlighted exceptional progress in Medicaid, with over half of recipients now having access. President and CEO Frank Watanabe affirmed that the company's stance on ex-US opportunities has not changed, citing the challenging reimbursement landscape in Europe as a key factor.

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