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    Shelby TuckerRBC Capital Markets

    Shelby Tucker's questions to Allogene Therapeutics Inc (ALLO) leadership

    Shelby Tucker's questions to Allogene Therapeutics Inc (ALLO) leadership • Q2 2025

    Question

    Shelby Tucker, on for Luca Aci, asked if the recent patient death in the first-line setting, though likely related to the discontinued FCA arm, could materially slow trial enrollment given the patient was in a relatively stable state.

    Answer

    Zachary Roberts, CMO, explained that stakeholders, including the FDA and investigators, view MRD-positive patients as having chemo-refractory cancer at high risk of progression, making trial participation appropriate. He acknowledged the event's significance, which prompted a data review that ultimately reinforced confidence in moving forward with the FC arm, a decision supported by investigators.

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    Shelby Tucker's questions to Regenxbio Inc (RGNX) leadership

    Shelby Tucker's questions to Regenxbio Inc (RGNX) leadership • Q1 2025

    Question

    Speaking for Luca Issi, Shelby Tucker of RBC Capital Markets asked about plans to file data on treating the fellow eye in wet AMD and whether the initial label for RGX-314 would reflect bilateral dosing.

    Answer

    Chief Medical Officer Dr. Steve Pakola confirmed that the ability to treat both eyes was prospectively addressed with the FDA. He stated that their safer, compartmentalized delivery routes are more amenable to bilateral treatment and that it is their intent to include the fellow eye data in the regulatory filing to inform clinicians on this use.

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    Shelby Tucker's questions to Unitil Corp (UTL) leadership

    Shelby Tucker's questions to Unitil Corp (UTL) leadership • Q3 2024

    Question

    Shelby Tucker inquired about the breakdown of Unitil's capital spending program between its Electric and Gas assets and the expected future trend in spending allocation, considering state policies.

    Answer

    Chairman and CEO Tom Meissner explained that capital investment is shifting towards the electric business, driven by state policies like grid modernization in Massachusetts and New Hampshire, and the near completion of gas pipeline replacement programs. SVP, CFO, and Treasurer Daniel Hurstak added that while the current rate base is roughly two-thirds gas, the investment mix will trend more toward electric. Hurstak also confirmed there is unstated upside to the capital plan from electric sector modernization investments not yet included in the $910 million forecast.

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