Sign in

    Steve Seedhouse • Cantor Fitzgerald

    Steve Seedhouse's questions to Harrow Inc (HROW) leadership

    Steve Seedhouse's questions to Harrow Inc (HROW) leadership • Q2 2025

    Question

    Steve Seedhouse asked about the drivers of VEVYE's Q2 new prescription growth, specifically the impact from Clarity C switchers, and questioned the assertive guidance for the Specialty Branded and Triassence segment, which implies a significant second-half revenue ramp.

    Answer

    CEO Mark Baum quantified that Clarity C contributed about 7,000 units and noted the company has been cautious about VEVYE marketing to ensure adequate supply, a constraint they are working to resolve. Regarding guidance, he acknowledged that while some specialty products have underperformed, the ramp is achievable, driven primarily by Triassence's expansion into the large post-surgical ocular inflammation market, which is expected to gain traction in Q4.

    Ask Fintool Equity Research AI

    Steve Seedhouse's questions to BioCryst Pharmaceuticals Inc (BCRX) leadership

    Steve Seedhouse's questions to BioCryst Pharmaceuticals Inc (BCRX) leadership • Q2 2025

    Question

    Steve Seedhouse from Cantor Fitzgerald questioned the early market impact of new HAE drug approvals on Orlodeyo demand and requested additional details regarding the PDUFA date delay for the pediatric formulation.

    Answer

    President & CCO Charlie Gayer responded that Q2 saw the highest number of new patient prescriptions ever, indicating physicians are not delaying treatment for new market entrants. Chief R&D Officer Dr. Helen Thackray clarified that the pediatric PDUFA date was moved to December 12 after the FDA classified the submission of final reports as a major amendment requiring more review time, a possibility the company had anticipated.

    Ask Fintool Equity Research AI

    Steve Seedhouse's questions to WAVE Life Sciences Ltd (WVE) leadership

    Steve Seedhouse's questions to WAVE Life Sciences Ltd (WVE) leadership • Q2 2025

    Question

    Steve Seedhouse from Cantor Fitzgerald asked for elaboration on the confidence that the 200 mg multi-dose of WVE-006 would yield higher liver exposure than the 400 mg single dose. He also inquired if blinded weight loss data played a role in the WVE-007 cohort expansion decision.

    Answer

    President & CEO Paul Bolno explained that confidence in higher liver exposure for WVE-006 comes from preclinical models showing good translation and drug retention with repeat dosing. He highlighted that Wave's chemistry is designed for high intracellular stability, allowing the drug to accumulate. For WVE-007, he clarified the expansion decision was based on robust biomarker (Activin E) data and safety, not on an analysis of blinded weight loss data, as the initial cohort was too small for that.

    Ask Fintool Equity Research AI

    Steve Seedhouse's questions to Viking Therapeutics Inc (VKTX) leadership

    Steve Seedhouse's questions to Viking Therapeutics Inc (VKTX) leadership • Q2 2025

    Question

    Steve Seedhouse of Cantor Fitzgerald asked if Viking would need another FDA meeting to move the oral VK2735 program into Phase III and what efficacy and tolerability hurdles the company would need to see to proceed. He also requested guidance on R&D expense trends.

    Answer

    President & CEO Brian Lian confirmed that since the oral program is under a different IND, an end-of-Phase-II meeting with the FDA would likely be required to advance to Phase III. He stated it was hard to handicap the efficacy/tolerability hurdles before seeing the data. CFO Greg Zante guided for R&D expenses to increase by approximately 25% to 33% in Q3 and Q4 compared to Q2.

    Ask Fintool Equity Research AI