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    Sean Lee • H.C. Wainwright & Co.

    Sean Lee's questions to Verastem Inc (VSTM) leadership

    Sean Lee's questions to Verastem Inc (VSTM) leadership • Q2 2025

    Question

    Sean Lee inquired if there were any noticeable differences between the real-world patients receiving the therapy versus those in the clinical study. He also asked about the expected speed of the VS7375 study in moving to specific indications, given the existing safety data.

    Answer

    President and CEO Dan Paterson responded that the real-world patient mix aligns well with the RAMP-201 study, including patients with multiple prior lines and those at first relapse. Regarding VS7375, he explained that including Chinese data in the IND allowed them to start at a higher dose, cutting 6-9 months off the timeline. The company intends to move very quickly, starting the cetuximab combination cohort early, and expects more data from their partner Genfleet later in the year.

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    Sean Lee's questions to Alphatec Holdings Inc (ATEC) leadership

    Sean Lee's questions to Alphatec Holdings Inc (ATEC) leadership • Q2 2025

    Question

    Sean Lee asked for anecdotal evidence on the rate at which new surgeons, after training, are adopting ATEC's more advanced procedures like PTP or complex deformity.

    Answer

    Chairman & CEO Pat Miles provided an anecdotal view, explaining that the PTP procedure often reinvigorates interest from surgeons who had previously dismissed lateral surgery because it solves key challenges with alignment and access. He believes that integrating navigation will further "democratize" the technique, making more surgeons comfortable and expanding the user base for these advanced procedures.

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