Sign in

    Yatin Suneja • Guggenheim Partners

    Yatin Suneja's questions to Roivant Sciences Ltd (ROIV) leadership

    Yatin Suneja's questions to Roivant Sciences Ltd (ROIV) leadership • Q1 2026

    Question

    Yatin Suneja requested an update on the enrollment progress for the IMVT-1402 registrational studies in CIDP, myasthenia gravis, and Graves' disease. He also asked about the company's expected spend rate, particularly for R&D and G&A, heading into late 2025 and 2026.

    Answer

    CEO Matt Gline reported that Roivant feels good about enrollment across all IMVT-1402 trials and is on track to meet its publicly stated timelines. On spending, he reiterated guidance that the current cash balance is sufficient to reach the Graves' data readout. He noted that while R&D spending will increase due to the numerous ongoing registrational studies, the overall spend should remain 'pretty stable.'

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Roivant Sciences Ltd (ROIV) leadership • Q4 2025

    Question

    Yatin Suneja of Guggenheim Partners asked for clarification on the plans for the batoclimab study in Thyroid Eye Disease (TED), given it's described as potentially registrational, and requested guidance on the R&D spending outlook for 2026.

    Answer

    CEO & Director Matt Gline stated that Roivant remains data-driven and will make final decisions on batoclimab in TED after seeing the data, while emphasizing the company's primary focus is on IMVT-1402. CFO Richard Pulik added that cash use will ramp up slightly with the IMVT-1402 program and that positive DM data would lead to increased pre-launch and SG&A spending, but no other significant changes are expected.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Roivant Sciences Ltd (ROIV) leadership • Q3 2025

    Question

    Yatin Suneja questioned the timing of Roivant's recent investment in Immunovant ahead of key data and asked why the company didn't acquire the asset entirely. He also probed whether superior efficacy is necessary for commercial success.

    Answer

    CEO Matthew Gline explained the investment was made because the opportunity was attractive and it ensures Immunovant is funded through its Graves' disease data, a powerful message to the market. He noted a full acquisition would be a very large investment and Roivant's stock is not at a price where they are keen to issue billions in shares. Gline agreed that superior efficacy is not required for commercial success in MG, given IMVT-1402's other benefits like its auto-injector and dosing, but acknowledged higher efficacy would likely lead to greater market share.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership

    Yatin Suneja's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q2 2025

    Question

    Yatin Suneja asked about ACP204, seeking to understand the specific pharmacology that is better addressed by this molecule compared to NUPLAZID in the Alzheimer's disease psychosis (ADP) population, and how the trial setup differs from the prior DRP study.

    Answer

    EVP, Head of R&D, Elizabeth Thompson, highlighted two key differences. From a molecule perspective, ACP204 lacks QT prolongation, allowing for higher dose exploration which could lead to greater efficacy. From a program design perspective, the ADP study is specifically focused on that disease, enrolls a more severe patient population, and uses biomarker confirmation—all key learnings from the previous DRP experience.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to ACADIA Pharmaceuticals Inc (ACAD) leadership • Q1 2025

    Question

    Yatin Suneja of Guggenheim asked for details on the statistical powering of the Prader-Willi syndrome study, specifically the effect size it is designed to detect.

    Answer

    An executive, likely Head of R&D Elizabeth Thompson, explained that the study is larger than the prior trial and is powered across several scenarios to achieve a statistically significant result with over 80% power. The powering assumptions are broadly consistent with historical data but account for a slightly longer trial duration.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership

    Yatin Suneja's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q2 2025

    Question

    Yatin Suneja from Guggenheim Partners asked about the final baseline patient mix between treatment-naive and previously exposed patients, the company's early commercialization strategy, and how to think about rescue rates between these two patient groups.

    Answer

    CEO Jay Duker confirmed the trials achieved the target mix of approximately 75% naive and 25% previously treated patients. He stated that an early commercialization team has been active since the Phase 2 trial, engaging with physicians, payers, and practices. Duker expects the predominantly naive population in Phase 3 to result in fewer rescue injections and better visual acuity outcomes compared to the heavily pre-treated population in the Phase 2 trial.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q1 2025

    Question

    Yatin Suneja from Guggenheim Partners requested commentary on the screen failure rate, the mix of treatment-naive versus previously treated patients, and any available blinded safety data from the nearly-enrolled LUGANO study.

    Answer

    President and CEO Dr. Jay Duker stated that the screen failure rate is better than the historical 50% for wet AMD trials. He explained the patient mix is targeted at 75% naive, with previously treated patients enrolled early and now capped. He declined to release masked safety data to avoid compromising the trial but reiterated that DURAVYU's safety profile has been very good based on prior public statements.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to EyePoint Pharmaceuticals Inc (EYPT) leadership • Q4 2024

    Question

    Yatin Suneja inquired about the characteristics of patients recruited into the Phase III wet AMD trials, the potential design of the Phase III DME program, and guidance for modeling R&D expenses in 2025.

    Answer

    President and CEO Dr. Jay Duker noted that the cap for previously treated patients (~25%) has been reached in the LUGANO trial, with most new enrollees being treatment-naive. Chief Medical Officer Ramiro Ribeiro discussed flexibility in the DME trial design. CFO George Elston advised that Q4 2024 R&D spending is a good barometer for 2025 due to the ongoing trials.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Praxis Precision Medicines Inc (PRAX) leadership

    Yatin Suneja's questions to Praxis Precision Medicines Inc (PRAX) leadership • Q2 2025

    Question

    Yatin Suneja of Guggenheim Partners inquired about the kinetics of the treatment response, the potential read-through to the generalized epilepsy cohort, and the company's confidence in the safety profile of the higher 40mg dose.

    Answer

    President & CEO Marcio Souza affirmed a clear deepening of efficacy between the first and second months, suggesting a positive outlook for the 12-week POWER-one study. He expressed high confidence in the 40mg dose's safety, linking tolerability issues more to background therapy management than the drug itself.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Praxis Precision Medicines Inc (PRAX) leadership • Q3 2024

    Question

    Yatin Suneja asked for an update on the current enrollment status for the two essential tremor studies and requested details on the potential range for a sample size increase and the associated time it would take.

    Answer

    CEO Marcio Souza declined to provide specific enrollment numbers but stated the company can confidently randomize 20-30 new patients per week. He estimated that a sample size increase of 100-200 patients could be enrolled in approximately 3-6 weeks, which would be followed by the 12-week study completion period.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Praxis Precision Medicines Inc (PRAX) leadership • Q2 2024

    Question

    Yatin Suneja sought details on the Essential3 interim analysis, including the sample size trigger, mADL11 delta target, and potential alpha loss. He also asked about the definition of a clinically meaningful mADL11 change and the nature and timing of the interim analysis disclosure.

    Answer

    CEO Marcio Souza clarified the interim analysis uses a 'promising zone' approach and is scheduled for Q4. He emphasized that clinical meaningfulness on the mADL11 endpoint is anchored to patient function, where even a small change is significant, though the study is powered for more. The company plans to communicate the decision from the analysis, which will likely be an update on the final readout timing and any potential sample size adjustment.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Axsome Therapeutics Inc (AXSM) leadership

    Yatin Suneja's questions to Axsome Therapeutics Inc (AXSM) leadership • Q2 2025

    Question

    Yatin Suneja asked about the expected growth inflection for Auvelity from the sales force expansion and upcoming DTC campaign, and also inquired about the current duration of therapy.

    Answer

    Chief Commercial Officer Ari Maizel clarified that a national DTC campaign is planned for later in the year and is not yet driving demand. He noted the sales force expansion is already showing an inflection in new patient starts. He stated the average duration of therapy is currently around six to seven prescriptions per year.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Axsome Therapeutics Inc (AXSM) leadership • Q1 2025

    Question

    Yatin Suneja from Guggenheim Partners asked about the clinical path forward for solriamfetol in ADHD, including the rationale for the 300mg dose used in the adult study. He also questioned if Auvelity's payer coverage was plateauing and what an ideal coverage level would be.

    Answer

    Herriot Tabuteau, CEO, stated the next step for ADHD is a Phase III trial in pediatrics. He explained the 300mg dose was exploratory, with the 150mg dose being the primary focus that showed a clear effect. Ari Maizel, CCO, addressed coverage, noting that while stable, they are actively negotiating and expect access to expand, without specifying a target percentage.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Axsome Therapeutics Inc (AXSM) leadership • Q4 2024

    Question

    Yatin Suneja asked for Axsome's perspective on the narcolepsy market opportunity for AXS-12, considering its SNRI mechanism and the potential future impact from orexin agonists.

    Answer

    Executive Darren Opland expressed optimism for AXS-12, acknowledging the need for education around its unique mechanism. He highlighted the large market of 185,000 patients and high dissatisfaction with current treatments as a significant opportunity, stating more details on the commercial approach would be shared closer to filing.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to argenx SE (ARGX) leadership

    Yatin Suneja's questions to argenx SE (ARGX) leadership • Q2 2025

    Question

    Yatin Suneja from Guggenheim Partners asked for clarification on the evolution of the gross-to-net percentage, which reached 20% year-to-date, for the second half of 2025 and into the following year.

    Answer

    CFO Karl Gubitz explained that the bulk of the gross-to-net increase is now complete. He anticipates smaller future increases driven primarily by product mix as the prefilled syringe (PFS) gains share. Crucially, he emphasized that the net revenue per patient is not expected to change, as the PFS expands the market with incremental patients, driving overall revenue growth.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to argenx SE (ARGX) leadership • Q1 2025

    Question

    Yatin Suneja asked about the current penetration in the gMG target patient population, the consistency of quarter-over-quarter growth, and any observed impact from competition.

    Answer

    Chief Operating Officer Karen Massey reiterated that argenx is in the early stages of the gMG growth curve, especially given the updated TAM of 60,000 patients. She confirmed that VYVGART is leading the growth of the biologics market and maintaining its #1 share. CEO Tim Van Hauwermeiren added that growth is fueled by moving into earlier lines of therapy, with 60% of new patients coming from orals, a trend enabled by VYVGART's clean safety profile.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to argenx SE (ARGX) leadership • Q1 2024

    Question

    Yatin Suneja asked for an update on VYVGART's real-world discontinuation rates and the average number of treatment cycles patients are receiving.

    Answer

    CFO Karl Gubitz confirmed that real-world discontinuation rates remain in line with expectations, which account for the ~20% non-responder rate from the ADAPT study plus other factors. He also stated that the average number of cycles for the IV formulation has been consistent at around five.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Yatin Suneja's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q2 2025

    Question

    Yatin Suneja from Guggenheim Partners asked about the long-term implications of the Inflation Reduction Act (IRA) for INGREZZA and what the company's end goal for market access will be once its competitor has a negotiated price.

    Answer

    CEO Kyle Gano emphasized that INGREZZA is 'incredibly sticky,' meaning the primary competition post-IRA will be for new patients. CCO Eric Benevich added that the company's strategic goal is to maintain broad access and parity. He stated that the recent investments in payer contracts are intended to position INGREZZA strongly for 2026 and beyond, regardless of the evolving IRA landscape.

    Ask Fintool Equity Research AI

    Yatin Suneja's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q3 2024

    Question

    An analyst on behalf of Yatin Suneja from Guggenheim asked about the pivotal program strategy for NBI-845 in major depressive disorder and when the Phase II data might be presented.

    Answer

    CMO Eiry Roberts explained that the specific number and design of the pivotal trials will be determined after the end-of-Phase II meeting with the FDA, with trial initiation planned for next year. She also confirmed that the company plans to release the Phase II program data in the latter part of 2025.

    Ask Fintool Equity Research AI