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    Ahu Demir

    Wall Street Analyst at Ladenburg Thalmann & Co. Inc.

    Ahu Demir, PhD, is a Wall Street Analyst at Ladenburg Thalmann & Co. Inc., specializing in biotechnology and healthcare equities with a particular focus on companies such as Evaxion, Sonnet BioTherapeutics Holdings, Immunocore Holdings, and Cardiff Oncology. Covering 24 stocks since 2019, Demir has delivered an average return of 12.2% per rating with a success rate of 31%, and is ranked #2,090 out of 9,948 Wall Street analysts on TipRanks; notably, their call on Cardiff Oncology yielded an 800% return. Demir began their analyst career in 2019, with a doctoral background, and holds professional research credentials recognized in the industry. Their coverage emphasizes deep sector knowledge and actionable research for institutional clients.

    Ahu Demir's questions to Cyclacel Pharmaceuticals (CYCC) leadership

    Ahu Demir's questions to Cyclacel Pharmaceuticals (CYCC) leadership • Q2 2024

    Question

    Ahu Demir of Ladenburg Thalmann inquired about the clinical trial design for the fadra program, specifically asking about the enrollment targets for the CDKN2A/N2B cohort, the benchmarks for success, the expected number of patients in the upcoming data release, and whether certain genetic alterations might show more potency.

    Answer

    Executive Brian Schwartz explained the trial's two-stage process, stating that success in the first stage requires at least two RECIST responses in an initial cohort of 12 to 14 patients. He confirmed the company is on track to present response data from approximately a dozen patients by the end of 2024. Schwartz also noted that by analyzing data from a larger group of patients, they hope to determine if specific genetic alterations are more sensitive to the drug.

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    Ahu Demir's questions to Cyclacel Pharmaceuticals (CYCC) leadership • Q1 2024

    Question

    Ahu Demir of Ladenburg Thalmann & Co. Inc. asked for details on the upcoming fadraciclib 101 study data presentation at ASCO and inquired about the timeline, site activation, and enrollment pace for the Phase II proof-of-concept portion of the study.

    Answer

    Dr. Brian Schwartz, Chief Medical Officer, explained that the ASCO presentation will cover the complete dose escalation data, including safety, efficacy, PK, and PD. For the Phase II study, he noted that up to seven sites are being opened to accelerate enrollment, with expectations to enroll both cohorts by the end of 2024. CEO Spiro Rombotis added that the targeted mutations are readily identifiable from standard panels, highlighting the accessibility of the patient population.

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    Ahu Demir's questions to Cellectar Biosciences (CLRB) leadership

    Ahu Demir's questions to Cellectar Biosciences (CLRB) leadership • Q2 2024

    Question

    Ahu Demir of Ladenburg Thalmann & Co. Inc. inquired about the specific patient population being targeted for the iopofosine NDA application and whether any additional analyses are planned prior to submission.

    Answer

    Executive James Caruso stated that while the study was designed for third-line or greater, the data supports a broader relapsed/refractory indication (second-line and beyond). COO Jarrod Longcor and SVP, Medical, Dr. Andrei Shustov, both concurred, noting the drug's consistent and robust efficacy across all patient subpopulations justifies a broader label application.

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    Ahu Demir's questions to Immunocore Holdings (IMCR) leadership

    Ahu Demir's questions to Immunocore Holdings (IMCR) leadership • Q2 2024

    Question

    Ahu Demir of Ladenburg Thalmann inquired about the expected patient numbers and mono-versus-combo split for the upcoming lung cancer data, and asked what results from the HIV MAD data would provide confidence to advance the program.

    Answer

    Mohammed Dar, an executive, indicated the lung cancer dataset will be smaller than previous readouts, with more combo than mono patients. David Berman, Head of R&D, explained that for the pioneering HIV program, any evidence of antiviral activity, such as reducing the viral reservoir or delaying rebound, would be intriguing and support continuation.

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    Ahu Demir's questions to Immunocore Holdings (IMCR) leadership • Q2 2024

    Question

    Ahu Demir of Ladenburg Thalmann asked about the expected patient numbers and mono/combo split for the upcoming lung cancer data, and what would provide confidence to advance the HIV program after the MAD data.

    Answer

    Mohammed Dar, an executive, said the lung cancer dataset will likely be smaller than melanoma/ovarian, with more combo than mono patients. David Berman, Head of R&D, explained that for the HIV program, any evidence of antiviral activity, such as reducing the viral reservoir or delaying rebound, would be intriguing and sufficient to continue, as this has never been achieved before.

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    Ahu Demir's questions to Salarius Pharmaceuticals (SLRX) leadership

    Ahu Demir's questions to Salarius Pharmaceuticals (SLRX) leadership • Q1 2022

    Question

    Ahu Demir of Ladenburg inquired about the seclidemstat sarcoma study, including enrollment progress, data readout timing, and dissemination plans. She also asked for highlights from the SP-3164 pre-IND meeting with the FDA and the primary drivers for the quarter's increased R&D expenses.

    Answer

    CEO David Arthur confirmed that interim data for the seclidemstat studies is on track for release in the second half of 2022, with enrollment progressing well. He noted data might be shared via a high-level press release followed by a detailed presentation at a scientific congress. Regarding SP-3164, he stated the FDA feedback was positive and aligned with their development plans, which are well underway. CFO Mark Rosenblum attributed the higher R&D costs primarily to the in-process R&D expense for the SP-3164 program (nearly $2 million) and increased personnel costs for managing expanded clinical trial sites.

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    Ahu Demir's questions to Salarius Pharmaceuticals (SLRX) leadership • Q3 2021

    Question

    Ahu Demir of Ladenburg Thalmann & Co. Inc. asked about the impact of adding five new clinical sites on the sarcoma trial's enrollment and data readout timelines. She also inquired about the addressable market for FET-rearranged sarcoma versus Ewing sarcoma and the future development strategy for that patient group, including potential combination therapies.

    Answer

    Director and CEO David Arthur confirmed that adding sites should reinforce the timeline for data readouts by year-end and throughout 2022, noting an acceleration in enrollment. Director of Corporate Development Daniela Santiesteban clarified that the FET-rearranged sarcoma market is three to four times larger than Ewing sarcoma. SVP of Clinical Development Nadeem Mirza added that the company plans to study seclidemstat in combination with standard therapies to move into earlier lines of treatment.

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