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    Xun Lee • H.C. Wainwright & Co.

    Xun Lee's questions to Corvus Pharmaceuticals Inc (CRVS) leadership

    Xun Lee's questions to Corvus Pharmaceuticals Inc (CRVS) leadership • Q1 2025

    Question

    Xun Lee asked about the potential for soquelitinib to be used in combination therapies for atopic dermatitis or other indications, given its favorable safety profile.

    Answer

    Richard Miller, an executive, agreed that the drug's non-overlapping mechanism, safety profile, and convenient oral administration create a significant opportunity for combination therapies with agents like IL-4/13 inhibitors (e.g., DUPIXENT) or anti-IL-13s. However, he clarified that for the time being, the company's focus remains on advancing soquelitinib as a monotherapy.

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    Xun Lee's questions to Corvus Pharmaceuticals Inc (CRVS) leadership • Q4 2024

    Question

    Xun Lee asked about the planned solid tumor study for soquelitinib, questioning which specific cancer indications are most suitable and whether a new dose-escalation study would be required or if the company would start with the dose used in the PTCL trial.

    Answer

    Executive Richard Miller responded that the trial will start with immune-responsive tumors, identifying renal cell cancer and lung cancer as top choices. He stated that a traditional dose-escalation study is not needed, as the company has a good understanding of the dose required to saturate the ITK target. However, the study would likely still evaluate different dose levels within that effective range.

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

    Xun Lee's questions to Alphatec Holdings Inc (ATEC) leadership • Q1 2025

    Question

    Xun Lee inquired about which components of ATEC's pre-op (EOS), intra-op (SafeOp), and post-op ecosystem are seeing the most use and where future growth is expected.

    Answer

    Executive Patrick Miles explained that adoption is tied to maturity. SafeOp is a mature and core driver of the company's successful lateral business, which he described as being in the 'third inning.' In contrast, the EOS informatics platform is in the 'first inning,' with its key translational software launched only last year. This indicates that while SafeOp is currently a major contributor, the EOS ecosystem represents a significant future growth runway.

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    Xun Lee's questions to Alphatec Holdings Inc (ATEC) leadership • Q3 2024

    Question

    Xun Lee asked about the drivers behind the company's consistent outperformance of its revenue guidance and whether this trend is sustainable.

    Answer

    Executive J. Koning attributed the outperformance primarily to higher-than-anticipated surgical volume. He explained that this reflects strong surgeon adoption of ATEC's technology and procedures, which has been advanced by the expansion of the sales force. He concluded that the greater-than-expected volume gives the company confidence that its strategy is resonating in the market.

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    Xun Lee's questions to Myomo Inc (MYO) leadership

    Xun Lee's questions to Myomo Inc (MYO) leadership • Q4 2024

    Question

    Sean Lee of H.C. Wainwright asked about the primary reasons for authorization denials, the company's strategy to mitigate them, the expected growth from the O&P channel, and the outlook for international markets in 2025.

    Answer

    CEO Paul Gudonis explained that denials are typically based on claims of the device being 'experimental' or not 'medically necessary,' which Myomo refutes using its extensive payment history, CMS approval, and physician documentation. CFO Dave Henry reiterated that O&P channel growth would be 'meaningful' in 2025. Paul Gudonis added that the German market is expected to continue its steady growth, which remains the company's primary international focus.

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