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    Ahu Demir • Ladenburg

    Ahu Demir is a Managing Director and Senior Research Analyst specializing in biotechnology at Ladenburg Thalmann, where she covered companies such as Evaxion, Sonnet BioTherapeutics, Immunocore Holdings, and Cardiff Oncology. Her performance track record includes a one-year average return of 12.2% per rating, with a 31% overall success rate and standout returns such as an 800% gain on Cardiff Oncology. She started her analyst career at ROTH Capital Partners in 2018, later moving to NOBLE Capital Markets and joining Ladenburg in May 2021, before transitioning to LifeSci Advisors in February 2025. Demir holds advanced degrees with postdoctoral training in biochemistry from New York University and molecular biology from Columbia University.

    Ahu Demir's questions to AADI leadership

    Ahu Demir's questions to AADI leadership • Q1 2024

    Question

    Requested details on the success benchmarks for the EEC program's interim analysis and asked about future plans for pursuing RAS-mutated cancers following the termination of the Mirati collaboration.

    Answer

    For the EEC program, success in the interim analysis would be an overall response rate exceeding 20%. Regarding RAS-mutated cancers, the company will review the data from the terminated trial but currently has no plans to pursue that area.

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    Ahu Demir's questions to AADI leadership • Q3 2023

    Question

    How might the high frequency of p53 co-mutations impact trial activity, and will co-mutation status be disclosed at the interim analysis? Also, how many sites are open for the endometrial cancer trial and when is initial data expected?

    Answer

    The company does not expect the common TP53 co-mutation to negatively impact the trial, based on past data. Co-mutation status will not be shared at the upcoming interim analysis due to insufficient numbers for a robust analysis. The endometrial study has just started, and an update is anticipated sometime in 2024.

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