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    Robert Burns • H.C. Wainwright & Co., LLC

    Robert Burns's questions to Allogene Therapeutics Inc (ALLO) leadership

    Robert Burns's questions to Allogene Therapeutics Inc (ALLO) leadership • Q1 2025

    Question

    Representing Robert Burns of H.C. Wainwright & Co., an analyst asked about the stability and shelf life of Allogene's frozen cell products, given the large inventory and manufacturing rollback.

    Answer

    President and CEO Dr. David Chang stated that frozen cell products have a long stability of several years. He explained that stability testing is an ongoing process that establishes the shelf life over time. He expressed confidence that the current inventory is sufficient to supply all planned clinical trials under the existing stability program.

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    Robert Burns's questions to Zymeworks Inc (ZYME) leadership

    Robert Burns's questions to Zymeworks Inc (ZYME) leadership • Q1 2025

    Question

    Robert Burns of H.C. Wainwright asked how the potential earlier-line use of Amgen's tarlatamab might impact the efficacy of ZW209 in later-line SCLC. He also inquired about the PTK7-targeted ADC, asking to clarify the comparator used in preclinical studies and the view on a competitor from Whitehawk Therapeutics.

    Answer

    CEO Kenneth Galbraith stated that tarlatamab's success validates the T-cell engager approach in SCLC, and Zymeworks aims for ZW209 to be a next-generation molecule with enhanced efficacy and durability. Regarding PTK7, he clarified the preclinical comparator was codrituzumab, a prior clinical benchmark, and the goal was to demonstrate the superiority of their bi-paratopic format, which leverages learnings from zanidatamab and consistently outperformed mono-paratopic antibodies.

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    Robert Burns's questions to Y-mAbs Therapeutics Inc (YMAB) leadership

    Robert Burns's questions to Y-mAbs Therapeutics Inc (YMAB) leadership • Q4 2024

    Question

    Robert Burns of H.C. Wainwright inquired about the market dynamics of DANYELZA sales following the FDA approval of DFMO and asked for an explanation for the significantly higher Cost of Goods Sold (COGS) in the quarter.

    Answer

    CEO Michael Rossi explained that while a new inhibitor like DFMO creates a temporary headwind as patients try new options, those who advance on the inhibitor will likely need to return to an anti-GD2 therapy like DANYELZA. Regarding COGS, Rossi noted that costs fluctuate due to the timing of batch manufacturing for a low-volume, high-value product. CFO Peter Pfreundschuh added that strong ex-U.S. sales, which include partner stock-ins, and a minor inventory write-off contributed to the higher COGS in Q4.

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