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    Ry Forseth • Guggenheim Securities

    Ry Forseth's questions to Soleno Therapeutics Inc (SLNO) leadership

    Ry Forseth's questions to Soleno Therapeutics Inc (SLNO) leadership • Q2 2025

    Question

    Ry Forseth from Guggenheim Securities asked about any emerging challenges or 'pain points' in the patient start form process and inquired about early patient compliance and adherence trends.

    Answer

    CEO Anish Bhatnagar stated that with a strong start of 646 forms, it is difficult to predict pain points but the company is monitoring for factors like seasonality. Regarding compliance, he noted that while it is too early for definitive data, observed discontinuation rates are substantially lower than those seen in clinical trials, which themselves had very high compliance.

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    Ry Forseth's questions to Krystal Biotech Inc (KRYS) leadership

    Ry Forseth's questions to Krystal Biotech Inc (KRYS) leadership • Q4 2024

    Question

    Ry Forseth asked about the KB407 cystic fibrosis program, specifically seeking clarity on the FEV1 improvement threshold required to advance the program and whether this bar would be consistent across different patient genotypes.

    Answer

    CEO Krish Krishnan and President of R&D Suma Krishnan responded that the focus is on the null population, where any improvement (3-10%) would be significant. They emphasized that the redosable nature of the therapy allows for building FEV1 levels over time. They also noted a favorable regulatory environment could allow for a biomarker-based, open-label study pathway, especially for patients unresponsive to correctors.

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    Ry Forseth's questions to Sarepta Therapeutics Inc (SRPT) leadership

    Ry Forseth's questions to Sarepta Therapeutics Inc (SRPT) leadership • Q4 2024

    Question

    Ry Forseth from Guggenheim Securities asked how Sarepta is modeling the impact of future competitive gene therapies in DMD and about expectations for the LGMD 2E program, specifically regarding vector genomes and protein expression levels.

    Answer

    CEO Douglas Ingram stated it is far too early to model competition from therapies in early experimental stages, noting nothing is expected this decade. For the 2E program, he expressed confidence that achieving expression levels consistent with past 9003 and 9001 cohorts, along with a good safety profile, would be sufficient for approval. Chief Customer Officer Dallan Murray added that the incident DMD population is an underappreciated market opportunity.

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    Ry Forseth's questions to Intellia Therapeutics Inc (NTLA) leadership

    Ry Forseth's questions to Intellia Therapeutics Inc (NTLA) leadership • Q3 2024

    Question

    Ry Forseth inquired about the key factors driving the ahead-of-schedule enrollment in the MAGNITUDE ATTR-CM study and whether these factors would also apply to the MAGNITUDE-2 polyneuropathy study.

    Answer

    CEO John Leonard attributed the rapid enrollment to investigator excitement over the deep, consistent, and durable TTR reduction and the drug's safety profile. He anticipates this enthusiasm will carry over to the MAGNITUDE-2 study, especially since such therapies are unavailable in many of the ex-U.S. trial locations.

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