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    Suzanne van Voorthuizen • Kempen & Co

    Suzanne van Voorthuizen's questions to Uniqure NV (QURE) leadership

    Suzanne van Voorthuizen's questions to Uniqure NV (QURE) leadership • Q1 2025

    Question

    Suzanne van Voorthuizen inquired about preliminary commercialization plans for AMT-130, including target centers and groups, and the company's current thinking on a potential EU filing or an ex-U.S. partnership.

    Answer

    CEO Matthew Kapusta expressed excitement about the commercial potential due to the large unmet need. He stated that with a U.S. accelerated path established, they will now engage with European regulators. While preparing for commercialization, he acknowledged significant strategic interest from other companies and affirmed they will always act in the best interest of shareholders.

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    Suzanne van Voorthuizen's questions to argenx SE (ARGX) leadership

    Suzanne van Voorthuizen's questions to argenx SE (ARGX) leadership • Q1 2025

    Question

    Suzanne van Voorthuizen asked about the relative positioning of empasiprubart (empa) versus VYVGART in CIDP, given their different pivotal trial designs, and the respective commercial opportunities for each molecule.

    Answer

    Chief Executive Officer Tim Van Hauwermeiren described CIDP as a heterogeneous disease where pathogenic IgGs, targeted by VYVGART, drive disease in about 70-75% of patients. He noted there is a suspicion that complement, targeted by empa, is at play in other patients. The strategy is not to niche empa in a refractory setting but to give it the fullest chance of success with a head-to-head trial against IVIg, letting the data determine its position in a market large enough for multiple innovative molecules.

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    Suzanne van Voorthuizen's questions to argenx SE (ARGX) leadership • Q4 2024

    Question

    Suzanne van Voorthuizen inquired about the long-term strategy for the FcRn franchise, the potential shift in focus to the next-generation molecule ARGX-213, and whether development timelines for it could be shortened by leveraging VYVGART's experience.

    Answer

    CEO Tim Van Hauwermeiren described FcRn as a franchise opportunity too large for a single molecule. He explained that ARGX-213 provides optionality to either 'roll up' existing indications with faster development by leveraging existing knowledge, or to open new indications with different pricing. The immediate focus is on generating Phase I data.

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    Suzanne van Voorthuizen's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Cara Montiania, on behalf of Suzanne van Voorthuizen, asked for a comparison between the discontinued ANCA vasculitis (AAV) program and the newly prioritized systemic scleroderma (SSc) program.

    Answer

    CEO Tim Van Hauwermeiren explained that while the opportunities are comparable in size, SSc offers a more straightforward clinical development path. He noted that AAV, despite strong biology, was discontinued due to the unmanageable risk of confounding effects from mandated high-dose steroid background medication, a challenge not present to the same degree in SSc.

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    Suzanne van Voorthuizen's questions to Zealand Pharma A/S (ZLDPF) leadership

    Suzanne van Voorthuizen's questions to Zealand Pharma A/S (ZLDPF) leadership • Q1 2025

    Question

    Speaking for Suzanne van Voorthuizen of Van Lanschot Kempen, an analyst asked about the expected content of the petrelintide Phase IIb readout, the definition of a successful outcome, and the inclusion of body composition measurements.

    Answer

    President and CEO Adam Steensberg stated it's too early to define a specific weight loss number for success but the goal is to be on a trajectory for 15-20% weight loss in Phase III, with a key focus on the tolerability profile. Chief Medical Officer David Kendall confirmed the studies include MRI for body composition analysis to measure fat mass specifically. He added that a good result would also show clear dose separation to inform Phase III design.

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    Suzanne van Voorthuizen's questions to Zealand Pharma A/S (ZLDPF) leadership • Q3 2024

    Question

    Suzanne van Voorthuizen from Van Lanschot Kempen asked for the mechanistic explanation behind the heart rate reduction observed with petrelintide. She also questioned what factors, such as receptor potency or half-life, might explain the different risk-benefit profile seen in AstraZeneca's amylin data compared to petrelintide.

    Answer

    President and CEO Adam Steensberg highlighted that avoiding the heart rate increase seen with GLP-1s is a key benefit. Chief Medical Officer David Kendall speculated that the heart rate reduction could be linked to increased vagal tone but stated the exact mechanism is unknown. Regarding the competitor asset, he pointed to petrelintide's longer half-life and balanced amylin-calcitonin signaling as key differentiators that improve tolerability and metabolic effects, giving them confidence in their best-in-class approach.

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    Suzanne van Voorthuizen's questions to Zealand Pharma A/S (ZLDPF) leadership • Q3 2024

    Question

    Suzanne van Voorthuizen asked for a mechanistic explanation for the heart rate reduction seen with petrelintide and for a comparison with AstraZeneca's amylin data, focusing on the reasons for differing efficacy and adverse event profiles.

    Answer

    CEO Adam Steensberg and CMO David Kendall responded. Dr. Kendall speculated the heart rate reduction could stem from increased vagal tone, a positive differentiator from GLP-1s. Regarding the AstraZeneca asset, Mr. Steensberg noted its shorter half-life and different receptor profile. Both executives reiterated their confidence in petrelintide's best-in-class potential, citing its balanced signaling and longer half-life as key advantages for tolerability and efficacy.

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    Suzanne van Voorthuizen's questions to Valneva SE (VALN) leadership

    Suzanne van Voorthuizen's questions to Valneva SE (VALN) leadership • Q1 2025

    Question

    Representing Suzanne van Voorthuizen of Van Lanschot Kempen, Samuel asked for an update on the infection rate in the Lyme Phase III study, whether the first cohort is receiving a second booster, and for commentary on how recent news from vaccine policymakers might affect Valneva's business.

    Answer

    CEO Thomas Lingelbach stated that while Lyme cases are monitored, the company will not comment on specific numbers but noted the case profile has been consistent and raises no concerns. He confirmed the first cohort is not receiving a second booster at this time. Regarding policy, he commented that it is too early to speculate on the potential impact of political dynamics in the United States on the vaccine market.

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    Suzanne van Voorthuizen's questions to Biontech SE (BNTX) leadership

    Suzanne van Voorthuizen's questions to Biontech SE (BNTX) leadership • Q3 2024

    Question

    Suzanne van Voorthuizen requested clarification on the provision for contractual disputes, asking for the exact amount, whether more charges are expected, and if it relates to ongoing patent disputes with other mRNA companies.

    Answer

    CFO Jens Holstein confirmed the 'other operating result' reflects provisions for contractual disputes with licensors and collaborators. He stated that due to the ongoing legal situation, he could not provide precise details but confirmed the company has accrued approximately €600 million year-to-date, which they believe is an accurate amount at this time.

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    Suzanne van Voorthuizen's questions to Genmab A/S (GMAB) leadership

    Suzanne van Voorthuizen's questions to Genmab A/S (GMAB) leadership • Q1 2024

    Question

    Suzanne van Voorthuizen of VLK asked for more details on the tisotumab vedotin (Tivdak) data set in head and neck cancer to be presented at ASCO. She inquired about the drug's potential in this indication and what to expect from the update regarding sample size, efficacy, and follow-up.

    Answer

    Chief Development Officer Judith Klimovsky clarified that the upcoming ASCO presentation is based on a Phase II study and will be a more substantial data set with longer follow-up compared to the initial data presented at ASTRO. She reiterated that the study population consists of patients with head and neck cancer who have failed standard-of-care therapies, including PD-1 inhibitors, chemotherapy, and cetuximab.

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