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New This Week On Slingshot Insights SA Premium Service: 1/16/18

|Includes: Abeona Therapeutics Inc. (ABEO), ABLX, ALXN, CARA, IMMU, IO, LXRX, REGN

This series of instablog posts will highlight the most recently executed transcripts being added to the “Become the Smart Money” , Slingshot Insights Seeking Alpha Premium service. In these blog posts we will give you a bit more information about the subject matter experts we interviewed, the topics covered, and relevant companies. We hope that these brief overviews, combined with our free content and articles, will display what we believe is the content’s unique value to our members. Please don’t hesitate to directly ask us questions at any time via SeekingAlpha Direct message or email to info@slingshotinsights.com.

Why Do Expert Research?

While many individuals we speak to are unaware of the role expert interviews play for many professional investors, it is a $600mm industry. Many funds pay in excess of $100,000 a year just for a relationship with an expert network and over a thousand dollars per call. While these numbers sound staggering, many investors consider them well worth the money. Slingshot Insights’ sharing model has transformed the price of these calls for our customers and now we are making them even more affordable to you on the SeekingAlpha Marketplace for only $75 per month.

Become the newest subscriber to “Become the Smart Money” here and gain access to all of these : Link

Transcript 1: A second Opinion: Assessing the market potential of Lexicon's sotagliflozin (LX4211) after positive Phase 3 results in their inTANDEM 1 & 2 trials were published (LXRX)

Call Date: 12/11/2017

Who's the Expert?

  • Chief of Pediatric Endocrinology at Yale School of Medicine
  • Published more than 850 original articles. Major accomplishments and areas of focus include the pioneering studies of insulin-pump therapy, direction of Yale Center in the DCCT/EDIC Study, and development of an artificial pancreas.
  • Leads care for over 1,000 children, adolescents and young adults with Type 1 Diabetes.

Interview Goal:

To get an understanding of the likely market potential for Sotagliflozin, if approved, based the results from the inTANDEM1 (US) and inTANDEM2 (Europe) trials. An understanding of how the drug will be used in the first 6 and 12 months upon launch as well as the most likely patients to be prescribed it.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 2: Checking in with an expert on the immuno-oncology landscape in metastatic triple-negative breast cancer and where IMMU-132 fits in after the 2017 SABCS conference last week (IMMU)

Call Date:  12/12/2017

Who's the Expert?

  • Leader, Breast Program Sidney Kimmel Cancer Center & Associate Professor and Director, Basic Science and Research in Medical Oncology
  • Treats ~400 patients with breast cancer/year, currently treats ~12 with metastatic triple-negative breast cancer and has treated hundreds with mTNBC in the last 20 years.
  • Attended SABCS and very familiar with the data from the Phase 2 trial for Sacituzumab Govitecan (IMMU-132).

Interview Goal: To discuss the literature to date for Sacituzumab govitecan (IMMU-132) as well as the competitive development landscape with immuno-oncology (IO) agents such as Keytruda.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 3: Another Opinion: Assessing the market potential of Lexicon's sotagliflozin (LX4211) after positive Phase 3 results in their inTANDEM 1 & 2 trials were published (LXRX)

Call Date: 12/12/2017

Who's the Expert?

  • Endocrinologist and adjunct professor of medicine (endocrinology) and medical education at Northwestern University Feinberg School of Medicine.
  • Treats ~200 patients with diabetes per month and is very familiar with the data on sotagliflozin and its implications for T1DM and T2DM treatment.
  • President and Chief Executive Officer of the Accreditation Council for Continuing Medical Education (ACCME).

Interview Goal:To get an understanding of the likely market potential for Sotagliflozin, if approved, based the results from the inTANDEM1 (US) and inTANDEM2 (Europe) trials. An understanding of how the drug will be used in the first 6 and 12 months upon launch as well as the most likely patients to be prescribed it.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 4: Examining the market potential of Regeneron's DUPIXENT (dupilumab) in treating uncontrolled persistent asthma and steroid-dependent asthma (REGN)

Call Date: 12/12/2017

Who's the Expert?

  • Associate Professor of Medicine (Allergy and Immunology) and an attending physician for pediatric and adult allergy and immunology at Einstein/Montefiore.
  • Treats 250-300 patients with asthma and has prescribed Nucala and/or Xolair.
  • Research focuses on the pathogenesis of drug allergies and hypersensitivities, with a particular emphasis on the improvement of the diagnostic and therapeutic approaches in drug-related allergic conditions.

Interview Goal: To discuss DUPIXENT (dupilumab), a monoclonal antibody that is designed to simultaneously inhibit overactive signaling of IL-4 and IL-13 cytokines. The ideal expert will have prescribed either Nucala (mepolizumab) and/or Xolair (omalizumab).

Link to original project page on Slingshot Insights with questions asked: link

Transcript 5: Another Opinion: Exploring the use of VEGF Inhibitors in Diabetic Retinopathy patients including Regeneron's Eylea

Call Date: 12/15/2017

Who's the Expert?

  • Professor of Ophthalmology & Attending at the Hospital of the UPENN and the Presbyterian Medical Center of Philadelphia.
  • Retina specialist who treats diabetics and uses Eylea on diabetics about 100 times a month.
  • Has done research in diabetic retinopathy, has helped to develop techniques to measure the circulation in the eye, and is the Principal Investigator of two grants that will quantitate changes occurring in the retina due to diabetic retinopathy, systemic hypertension and age-related macular degeneration.

Interview Goal: This conversation will discuss the expert's use of VEGF Inhibitors in Diabetic Retinopathy off label, specifically Regeneron's (REGN) Elyea.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 6: Reviewing Ablynx' Caplacizumab HERCULES Data And Market Potential Post ASH Presentation (ABLX)

Call Date: 12/14/2017

Who's the Expert?

  • Benign Hematologist and Assistant Professor of Medicine, Hematology at Duke.
  • Clinical research focuses on the diagnosis, treatment, and management of TTP, and actively treats over 50 patients w/ TTP.
  • Site PI of TITAN and HERCULES trials.

Interview Goal: This conversation will revisit the expert's view of Ablynx' (ABLX) Capla data post full data presentation at ASH.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 7: Understanding ABO-101's Potential In Sanfilippo Type B Patients After The Recent 1 Year Data (ABEO)

Call Date: 12/15/2017

Who's the Expert?

  • Follows 11 patients with Sanfilippo Syndrome. (8 patients with Type A and 3 with Type B)
  • Divides his time between Cincinnati Children's and Fundación Cardiovascular in Bucaramanga Colombia.
  • Familiar with the ABO-101/102 data.

Interview Goal: To better understand the unmet medical need and patient journey of Sanfilippo patients (MPSIIIb). The conversation will focus on Abeona's (ABEO) ABO-101 data, but also discuss other treatments in development such as Alexion's (ALXN).

Link to original project page on Slingshot Insights with questions asked: link

Transcript 8: Exploring IMMU-132 (Sacituzumab govitecan) and its place in the IO landscape in treating metastatic triple negative breast cancer (IMMU)

Call Date: 12/18/2017

Who's the Expert?

  • Medical oncologist at Washington University in St. Louis whose research focuses on developing novel treatments for patients with triple negative breast cancer (TNBC).
  • Treats 15 patients with triple negative breast cancer per week.
  • Principal Investigator on an NIH-funded clinical trial investigating a unique chemotherapy combination in the pre-operative setting in patients with TNBC.

Interview Goal: To discuss the literature to date for Immunomedics' (IMMU) govitecan (IMMU-132) as well as the competitive development landscape with immuno-oncology agents such as Keytruda.

Link to original project page on Slingshot Insights with questions asked: link

Transcript 9: Examining the potential of Cara Therapeutics CR845 in treating chronic liver disease-associated pruritus (CARA)

Call Date: 12/18/2017

Who's the Expert?

  • Academic hepatologist, Associate Professor of Medicine (Digestive Diseases) and Director, Yale Viral Hepatitis Program.
  • Treats patients with chronic liver diseases including the entire spectrum from cirrhosis, liver failure, and post-transplant; Approximately 5-10% of his patients have chronic pruritus symptoms, 200 patients with biopsy-proven NASH and a larger cohort of NAFLD.
  • Has served on the national steering committees for large observational cohort studies for liver disease and has published over 100 papers in the area of GI and liver diseases.

Interview Goal: Discuss physician's outlook and expectations for how CARA's (CARA) CR845's could be used for patients with pruritus associated with chronic liver disease.

Link to original project page on Slingshot Insights with questions asked: link

Become the newest subscriber to “Become the Smart Money” here and gain access to all of these interview and more : Link

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.