Meeting Prep: Albrecht

Date: February 13, 2026, 10:30 AM EST Duration: 1 hour Format: Zoom (https://us02web.zoom.us/j/5272918144)

Meeting Context

Calendar entry shows external meeting with "Albrecht" - no additional context available in QMD or calendar notes.

Possible Attendee Profile

Research identified several pharmaceutical executives named Albrecht:

Claudio Albrecht

Former CEO of STADA Arzneimittel AG (until Aug 2018)
Previously led Ratiopharm Group and Actavis
Career focus: generics, biosimilars, OTC drugs
Started at Sandoz in 1987, managed generics businesses in Netherlands, Germany, USA

Björn Albrecht

McKinsey senior partner
Specialty: oncology and cancer therapies for pharma/biotech clients

Jacob Albrecht

Principal Scientist at Bristol-Myers Squibb
Background: chemical engineering, product development

Note: None of the identified Albrecht executives have publicly documented connections to ATTR-CM or cardiomyopathy therapeutics. This may be a new contact or exploration outside the core ATTR-CM focus.

Current ATTR-CM Market Context (as of Feb 2026)

Vyndamax adoption: 80% of new ATTR-CM cases now initiated on tafamidis (published Feb 9, 2026)
Survival improvement: Patients diagnosed 2018-2021 lived >5 years on average; tafamidis reduces all-cause death risk by ~29%
Competition: Acoramidis (Attruby, BridgeBio) and vutrisiran (Amvuttra, Alnylam) now recognized as effective alternatives
Pricing pressure: Independent committee noted tafamidis pricing "much too high" - cost-effectiveness concerns if priced above $13,600-$39,000 annually
Patent status: Vyndaqel EU orphan exclusivity protects until February 2030

Strategic Talking Points

If generics-focused: Vyndaqel EU patent expires Feb 2030 - potential generic opportunity discussion
If consulting/advisory: Market access challenges given pricing pressure and emerging competitors
If business development: Partnership opportunities in ATTR-CM diagnosis, monitoring (no simple efficacy test exists), or adjacent rare disease areas

Questions to Ask

What brings you to focus on [ATTR-CM / rare cardiology / Ada's work]?
What's your current role and company affiliation?
Are you exploring this space from an investment, strategic partnership, or advisory perspective?
What have you seen in the ATTR-CM market that prompted this conversation?

Commitments to Avoid

No specific product claims without current data
No forward-looking statements about Ada's pipeline or partnerships
No discussion of proprietary patient identification methods without NDA

Follow-up Preparation

Send calendar acceptance if not already confirmed
Have Ada pitch deck ready (if appropriate based on conversation tone)
Prepare to follow up with ROI illustration or patient finder demo if relevant

Prepared: 2026-02-12, 8:00 PM PT by Chief of Staff nightly prep