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    Sam Slutsky

    Managing Director and Senior Research Analyst at LifeSci Capital, LLC

    Sam Slutsky is a Managing Director and Senior Research Analyst at LifeSci Capital, specializing in biotechnology and healthcare equity research. He covers companies such as CG Oncology, Inc. and InflaRx, with a published record that includes a 66.67% success rate and an average return of -12.64% based on analyst ratings, data that places him towards the lower range among his peers. Slutsky joined LifeSci Capital after serving as Chief Executive Officer at Lonsdale and currently operates out of New York City. He holds senior credentials within the industry, reflecting significant experience in healthcare sector analysis.

    Sam Slutsky's questions to PALVELLA THERAPEUTICS (PVLA) leadership

    Sam Slutsky's questions to PALVELLA THERAPEUTICS (PVLA) leadership • Q2 2025

    Question

    Sam Slutsky of LifeSci Capital, LLC requested a refresher on the potential commercial strategy for MLMs, focusing on initial target centers, the proportion of patients treated there, and the anticipated sales force build-out.

    Answer

    President and CEO Wes Kaupinen outlined the plan for a standalone US commercial launch, noting that claims data indicates a high concentration of patients, with about a third of the market in just 150 vascular anomaly centers. He mentioned that new CCO Ashley Klein is actively developing the detailed plan for the sales, marketing, and medical infrastructure required to effectively reach these key centers.

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    Sam Slutsky's questions to ALX ONCOLOGY HOLDINGS (ALXO) leadership

    Sam Slutsky's questions to ALX ONCOLOGY HOLDINGS (ALXO) leadership • Q2 2025

    Question

    Sam Slutsky from LifeSci Capital, LLC asked if the correlation between CD47 expression and response was observed in other evorpercept studies and inquired about the expected number of patients for the ASPEN breast interim analysis.

    Answer

    CEO Jason Lettmann responded that the company is actively analyzing CD47 expression in other datasets but urged caution in comparing across different mechanisms. He confirmed more updates would follow. Regarding the interim analysis, he explained it is not a formal, predefined analysis and will be data-driven, but will involve more than just a handful of patients to be meaningful.

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    Sam Slutsky's questions to Roivant Sciences (ROIV) leadership

    Sam Slutsky's questions to Roivant Sciences (ROIV) leadership • Q1 2026

    Question

    Sam Slutsky asked if achieving statistical significance in the DM trial would be a sufficient efficacy bar for physicians, given their familiarity with JAK inhibitors. He also inquired how positive data from batoclimab in Thyroid Eye Disease (TED) might be leveraged for the broader FcRn franchise or a future IMVT-1402 program.

    Answer

    CEO Matt Gline agreed that a 'simple stat sig trial' is the efficacy bar for brepocitinib in DM, as physicians are primarily seeking effective options for patients. Regarding the TED data, Gline noted it will inform the Graves' disease development program, and any decision on a future TED program with IMVT-1402 would be made with their partner after reviewing the data.

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    Sam Slutsky's questions to Roivant Sciences (ROIV) leadership • Q4 2025

    Question

    Sam Slutsky from LifeSci Capital inquired about the anticipated real-world treatment duration for Graves' disease with IMVT-1402 and the commercial strategy for leveraging the drug's potential efficacy in both Graves' and Thyroid Eye Disease (TED).

    Answer

    CEO & Director Matt Gline explained that while Graves' is often treated chronically, the potential for clinical remission exists, and final treatment paradigms are uncertain until novel therapies are available. He noted the potential for chronic therapy is high. Gline added that the Graves' studies are designed to collect valuable data on proptosis (eye-bulging), which will be a helpful part of the commercial discussion with physicians and patients.

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    Sam Slutsky's questions to Kymera Therapeutics (KYMR) leadership

    Sam Slutsky's questions to Kymera Therapeutics (KYMR) leadership • Q3 2024

    Question

    Speaking for Eli Merle, Sam Slutsky of UBS asked about the company's confidence in IRAK4's efficacy in HS versus AD and the expected timeline for moving KT-621 into patient studies.

    Answer

    CMO Jared Gollob expressed high confidence for IRAK4 in both HS and AD, citing strong mechanistic rationale and positive signals on skin lesions and key symptoms from the Phase 1 study. CEO Nello Mainolfi stated that KT-621 will move into patients soon after Phase 1, but specific plans are being withheld for competitive reasons.

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    Sam Slutsky's questions to Rain Enhancement Technologies Holdco (RAIN) leadership

    Sam Slutsky's questions to Rain Enhancement Technologies Holdco (RAIN) leadership • Q1 2023

    Question

    Sam Slutsky of LifeSci Capital asked for a reminder of the steps and timelines from positive top-line data to NDA filing in the U.S. and ex-U.S. He also inquired about MANTRA-2 enrollment rates since the MDM2 copy number requirement was changed.

    Answer

    CEO Avanish Vellanki deferred commenting on NDA timelines. CMO Richard Bryce reiterated the MANTRA trial's statistical assumptions. CSO Robert Doebele reported that MANTRA-2 enrollment has 'picked up substantially,' which may be partly due to lowering the copy number requirement.

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    Sam Slutsky's questions to Rain Enhancement Technologies Holdco (RAIN) leadership • Q4 2022

    Question

    Sam Slutsky from Lifesci Capital asked for clarification on other published data for trabectedin in DDLPS beyond the two-month PFS figure and whether there were notable differences in trial inclusion criteria compared to MANTRA. He also inquired about the planned U.S. sales force size and ex-U.S. strategy.

    Answer

    CSO Robert Doebele emphasized that the most relevant comparator data comes from trabectedin's prospective registrational trial, as other data is less rigorous. CEO Avanish Vellanki estimated a U.S. sales force of 25-35 representatives would be sufficient for a DDLPS launch and confirmed the strategy is to seek a partner for ex-U.S. commercialization.

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