Ahu Demir serves as a Wall Street Analyst at Ladenburg Thalmann & Co., specializing in the healthcare and biotechnology sectors. She covers companies such as Cardiff Oncology (CRDF), Evaxion (EVAX), Sonnet BioTherapeutics Holdings (SONN), and Immunocore Holdings (IMCR), and maintains a track record with a 31% success rate and an average return of 12.2% per rating over one-year periods, with one notable trade on CRDF yielding an 800% return. Demir began issuing analyst ratings in 2019 and is recognized for providing in-depth quantitative and qualitative analysis; her buy recommendations have resulted in significant upside for select stocks. She holds a PhD and is registered with FINRA, meeting securities licensing requirements for equity research analysts.
Asked about the size and composition (mono vs. combo) of the upcoming lung cancer data and the success criteria for advancing the HIV program.
The lung cancer dataset will be smaller than previous readouts and likely have more combination than monotherapy patients. For HIV, any sign of antiviral activity would be encouraging, and the immediate plan is to gather more data at higher doses.
Asked about data stratification by prior lines of therapy in the upcoming PRECISION1 update, the basis for the endometrial cancer trial design and patient population, and where KOL excitement is greatest.
The company replied that data stratification is data-dependent, the EEC trial is based on promising historical data for mTOR/letrozole combinations in chemo-naive patients, and that there is significant, though different, excitement for both the tumor-agnostic and indication-specific approaches among relevant specialists.
Asked for details on the endometrial cancer trial (sites, inclusion/exclusion criteria, expected data) and a conceptual question about other mutational backgrounds besides TSC1/2 that are sensitive to mTOR inhibitors.
The company described the endometrial trial as a Phase II study of nab-Sirolimus with letrozole in patients with 0-1 prior lines of therapy, with early results expected by year-end, but did not disclose site or patient numbers. Regarding other mutations, the executive stated that while other targets on the mTOR pathway may exist, none have been specifically identified and proven as a mutational target for mTOR inhibition like TSC1/2 have.