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    Sam Slutsky • UBS

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

    Sam Slutsky's questions to Roivant Sciences Ltd (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 Ltd (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 Inc (KYMR) leadership

    Sam Slutsky's questions to Kymera Therapeutics Inc (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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