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    Yuchen Ding • H.C. Wainwright & Co.

    Yuchen Ding's questions to Rhythm Pharmaceuticals Inc (RYTM) leadership

    Yuchen Ding's questions to Rhythm Pharmaceuticals Inc (RYTM) leadership • Q1 2025

    Question

    Yuchen Ding of Jefferies asked about the company's confidence in achieving the steep consensus revenue ramp for hypothalamic obesity (HO) and the key factors that could influence the launch trajectory.

    Answer

    David Meeker, CEO, declined to guide on specific revenue numbers but reinforced that the HO launch will be fundamentally different from BBS. He highlighted that a much higher percentage of the 5,000-10,000 U.S. HO patients are already diagnosed and managed by endocrinologists, allowing for a more targeted and efficient launch. However, he noted the high price point and prior authorization process would remain as natural drags on uptake.

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    Yuchen Ding's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership

    Yuchen Ding's questions to Crinetics Pharmaceuticals Inc (CRNX) leadership • Q4 2024

    Question

    Yuchen Ding asked if the company would commit to sharing additional atumelnant data this year and how efficacy might evolve with longer-term treatment in the open-label extension.

    Answer

    CEO R. Struthers declined to commit to a specific timeline for new data releases. Regarding long-term efficacy, he pointed to the shrinkage of adrenal glands observed in the 12-week study as a strong indicator of sustained benefit, expecting this effect to continue over time with no mechanistic reason for tachyphylaxis.

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    Yuchen Ding's questions to Ardelyx Inc (ARDX) leadership

    Yuchen Ding's questions to Ardelyx Inc (ARDX) leadership • Q4 2024

    Question

    Yuchen Ding of Jefferies asked for real-time trends on XPHOZAH prescription volumes post-reimbursement change and inquired about the rationale and commercial potential of new IBSRELA investigator-sponsored trials.

    Answer

    President and CEO Michael Raab and CCO Eric Foster noted it is too early to definitively call a bottom for XPHOZAH volumes but confirmed their access strategy and patient pathways are working as planned. Raab clarified the new IBSRELA trials are investigator-sponsored and their potential is not included in the current $1 billion peak sales forecast.

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    Yuchen Ding's questions to Ardelyx Inc (ARDX) leadership • Q3 2024

    Question

    Yuchen Ding inquired about the commercial strategy options for XPHOZAH in 2025, given the decision not to apply for TDAPA, and asked about the factors influencing the seemingly conservative guidance for IBSRELA.

    Answer

    President and CEO, Mike Raab, explained that the XPHOZAH strategy is to encourage physicians to continue their current prescribing habits, framing the issue as one of coverage, not access. Regarding IBSRELA guidance, he stated the narrowed range reflects confidence and that there are no negative underlying factors, attributing his caution to the recent completion of the sales team expansion.

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    Yuchen Ding's questions to Arbutus Biopharma Corp (ABUS) leadership

    Yuchen Ding's questions to Arbutus Biopharma Corp (ABUS) leadership • Q2 2024

    Question

    Yuchen Ding inquired about the specifics of the planned Phase 2b trial for imdusiran, asking about its potential design, size, cost, and which combination agents like AB-101, interferon, or VTP-300 might be included.

    Answer

    Dr. Karen Sims, Chief Medical Officer, explained that it is premature to disclose the Phase 2b study design or timing as planning is ongoing. She confirmed that all combination options, including interferon and VTP-300, are being evaluated, with decisions pending additional data from the IM-PROVE II trial expected later in the year.

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    Yuchen Ding's questions to Arbutus Biopharma Corp (ABUS) leadership • Q1 2024

    Question

    Yuchen Ding inquired about the potential timeline for observing functional cure signals from Arbutus's ongoing Phase II trials and asked about the primary gating factors for initiating a Phase III study for its chronic hepatitis B (HBV) pipeline.

    Answer

    Dr. Karen Sims, Chief Medical Officer, explained that functional cure signals can only be assessed at least six months after patients have stopped all treatments, and data will be released once a sufficient number of subjects are available. Interim President and CEO Michael McElhaugh added that a follow-on trial could be initiated based on compelling data from any of the ongoing studies without needing to wait for results from all of them, stating that achieving functional cures would prompt them to move forward as quickly as possible.

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