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    Yu He • H.C. Wainwright & Co., LLC

    Yu He's questions to Bioatla Inc (BCAB) leadership

    Yu He's questions to Bioatla Inc (BCAB) leadership • Q2 2025

    Question

    Yu He of H.C. Wainwright & Co., LLC inquired about the clinical development strategy for the BA-3182 (EpCAM) program, specifically asking about the selection criteria for expansion cohort indications and the dosing levels for colorectal cancer patients who showed tumor reduction.

    Answer

    Chief Medical Officer Dr. Eric Sievers explained that while a formal decision is pending, colorectal cancer is a particularly attractive indication due to high EpCAM expression and unmet need, with cholangiocarcinoma also being considered. Regarding dosing, Dr. Sievers noted three colorectal cancer patients showed tumor reductions, but CEO Dr. Jay Short stated that specific dose cohort data would be released later in the second half of the year.

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    Yu He's questions to Bioatla Inc (BCAB) leadership • Q1 2025

    Question

    Yu He asked if the mid-year EpCAM program readout would include data from the D cohort and if the company would declare the expansion cohort dose at that time. He also inquired about the specific regimen being used to control Cytokine Release Syndrome (CRS) in the study.

    Answer

    Executive Eric Sievers stated that they would try to include data from the D cohort in the mid-year update and would likely declare the expansion dose then, though the dose has not yet been defined. Sievers explained that the CRS control strategy is a standard approach involving step-dosing, hospitalization, close monitoring, and a tocilizumab prophylaxis strategy, with modest use of steroids to preserve T cell function. CEO Jay Short reiterated that they will provide the readout mid-year, letting the data guide the next steps.

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    Yu He's questions to Bioatla Inc (BCAB) leadership • Q3 2024

    Question

    Yu He of H.C. Wainwright & Co. asked if the limited randomized evaluation of dosing schedules for the ROR2 program would be integrated into the pivotal study or conducted beforehand. He also sought to confirm if the reported cash position included the upfront payment from Context Therapeutics.

    Answer

    Executive Eric Sievers explained that the dosing schedule evaluation is viewed as part of the overall Phase III trial, but the company must present the data and gain formal FDA agreement before proceeding with the larger portion of the study. CFO Richard Waldron confirmed the Q3 cash balance of $56.5 million does include the upfront payment from Context and that future collaborations could extend the cash runway beyond early 2026.

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    Yu He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership

    Yu He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership • Q1 2025

    Question

    Yu He from H.C. Wainwright & Co. asked for an update on the distribution of patient apheresis across treatment centers and sought to confirm the conversion rate from double-positive identification to apheresis.

    Answer

    Cintia Piccina clarified that while the earliest activated centers have the most invoices, patient identification is now widespread, with about 80% of all treatment centers actively testing patients. She noted that while Adaptimmune lacks full visibility on all double-positive tests, there have been zero cancellations or manufacturing failures for any patient who has been enrolled in their system with a purchase order.

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    Yu He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership • Q4 2024

    Question

    Yu He from H.C. Wainwright & Co. requested more detail on the number of biomarker-eligible patients identified so far in the current year and asked about the approximate conversion rate from a double-positive test to undergoing apheresis.

    Answer

    Executive Cintia Piccina reported that beyond the 10 patients already apheresed, the company has visibility into approximately 20 more double-positive patients in the pipeline. She explained that it is too early to calculate a specific conversion rate, as the process is more a function of individual patient journey timing rather than a fixed percentage.

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    Yu He's questions to Adaptimmune Therapeutics PLC (ADAP) leadership • Q2 2024

    Question

    Yu He asked for an update on the onboarding progress of the referral network of sarcoma centers and whether the company needs to meet with the FDA prior to the lete-cel BLA submission.

    Answer

    Executive Cintia Piccina confirmed that field teams are actively educating referral centers on testing and the referral process. Executive Dennis Williams added that they have had and will continue to have frequent meetings with the FDA regarding the lete-cel submission, leveraging its breakthrough therapy designation, noting the process is a 'rinse and repeat' of Tecelra's with some unique aspects.

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    Yu He's questions to Nektar Therapeutics (NKTR) leadership

    Yu He's questions to Nektar Therapeutics (NKTR) leadership • Q4 2024

    Question

    Yu He from H.C. Wainwright questioned the rationale for not testing a dose higher than 24mcg/kg in the atopic dermatitis study and asked for details on the disease severity stratification in both the AD and alopecia areata trials.

    Answer

    Chief Research and Development Officer Dr. Jonathan Zalevsky explained that 24mcg/kg is considered an optimal dose based on extensive PK/PD data showing robust and sustained Treg expansion and target engagement. For trial stratification, he specified that the alopecia study balances patients with severe (SALT 50-95) and very severe (SALT 95-100) disease. For the atopic dermatitis study, he provided geographic region as one example of an important stratification factor.

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