Sign in

    Rick Bienkowski • Cantor Fitzgerald

    Rick Bienkowski's questions to Intellia Therapeutics Inc (NTLA) leadership

    Rick Bienkowski's questions to Intellia Therapeutics Inc (NTLA) leadership • Q1 2025

    Question

    Rick Bienkowski asked for more detail on the value proposition for NTLA-2002 in HAE and the expected pricing flexibility, considering the competitive landscape and potential cost offsets for payers.

    Answer

    CEO John Leonard emphasized that NTLA-2002's unique ability to get the vast majority of patients to a state of zero attacks without any other therapy is a key differentiator. He noted the significant cost of current chronic HAE therapies (often over $250k annually) provides a substantial window for pricing that offers value to patients, payers, and shareholders without setting new records for high-priced drugs.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Intellia Therapeutics Inc (NTLA) leadership • Q4 2024

    Question

    Rick Bienkowski asked about the anticipated size of the sales force for NTLA-2002, other necessary commercial preparations, and sought confirmation that the majority of this spending would occur in 2027.

    Answer

    CFO Edward Dulac stated that the HAE market is well-defined, requiring a 'relatively tiny and neat' commercial footprint, and declined to give a specific sales force size. He confirmed that senior commercial leadership hiring began in 2024 and will continue in 2025, with the broader marketing and sales force to be hired in 2026 ahead of the 2027 launch.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Intellia Therapeutics Inc (NTLA) leadership • Q3 2024

    Question

    Rick Bienkowski inquired about the enrollment pace for the MAGNITUDE-1 study, noting the primary completion date listed on clinicaltrials.gov, and asked for clarification on the underlying assumptions.

    Answer

    CEO John Leonard responded that the HAELO study serves as a good proxy. He confirmed the MAGNITUDE-1 study has 765 patients with global sites being activated and that enrollment is currently tracking ahead of internal projections. He indicated a potential for future updates on the timeline.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Legend Biotech Corp (LEGN) leadership

    Rick Bienkowski's questions to Legend Biotech Corp (LEGN) leadership • Q4 2024

    Question

    Rick Bienkowski asked about the potential impact of U.S. tariff policies on Canada, Mexico, and China on CARVYKTI's manufacturing costs or supply chain.

    Answer

    Executive Jessie Yeung stated that under the company's current assessment, there is immaterial exposure to tariffs in those countries. She noted they will continue to monitor the situation and reminded that the product comes from the U.S. and Europe, with plans to supply Europe from the Belgium facilities.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Legend Biotech Corp (LEGN) leadership • Q3 2024

    Question

    Rick Bienkowski asked for commentary on the FDA potentially reconsidering CAR-T black box warnings and which pipeline programs might see clinical updates in 2025.

    Answer

    CMO Mythili Koneru stated they have not had specific discussions with the FDA on the black box warning. She identified the Phase 1 trials for DLL3 (with Novartis) and Claudin 18.2 as being well-enrolled and likely to have data updates next year. CEO Ying Huang added that literature suggests no increased rate of secondary malignancies in CAR-T patients versus standard of care.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Beam Therapeutics Inc (BEAM) leadership

    Rick Bienkowski's questions to Beam Therapeutics Inc (BEAM) leadership • Q3 2024

    Question

    Rick Bienkowski of Cantor Fitzgerald asked for more detail on the expected pace of dosing in the BEACON trial, noting the discrepancy between the 35 patients enrolled and the 8 dosed to date.

    Answer

    CEO John Evans stated that enrollment has exceeded expectations and explained that the manufacturing process for the cell therapy doses is lengthy. However, he noted that doses are now being completed more regularly, and he anticipates a 'big uptick' in the number of patients dosed in the near future as they progress toward the trial's target of 45 dosed patients.

    Ask Fintool Equity Research AI

    Rick Bienkowski's questions to Beam Therapeutics Inc (BEAM) leadership • Q3 2024

    Question

    Rick Bienkowski from Cantor Fitzgerald requested more detail on the expected pace of dosing in the BEACON trial and the timeline to dose all enrolled patients, noting 35 were enrolled but only 8 dosed.

    Answer

    CEO John Evans explained that enrollment has exceeded expectations and that manufacturing the cell therapy product is the rate-limiting step. He stated that doses are now 'rolling off the line fairly regularly' and a 'big uptick in doses' is expected soon. He also highlighted that the trial is well on its way to the 45 total dosed patients planned for the potentially registrational study.

    Ask Fintool Equity Research AI