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    Ahu Demir

    Research Analyst at Ladenburg Thalmann

    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.

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

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

    Question

    Ahu Demir inquired about the clinical trial design for the fadra program, specifically asking about the enrollment target for the CDKN2A/N2B cohort, the benchmarks for success, and the number of patients from whom data will be disclosed in the second half of the year. She also asked if there was a reason to believe that the loss of CDK2 would be a more potent indicator than other genetic alterations.

    Answer

    Executive Brian Schwartz explained the study's two-stage process, where Stage 1 success requires more than two RECIST responses in the first 12-14 patients. Executive Paul Mcbarron added that due to good accrual, they expect to present data from about a dozen patients by year-end. Mcbarron also noted that a retrospective analysis of over 25 patients will help determine if a specific alteration is more sensitive to the drug.

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

    Question

    Ahu Demir of Ladenburg Thalmann inquired about the clinical trial for fadra, asking for the enrollment target for the CDKN2A/N2B program, the criteria for success, and the number of patients expected in the upcoming data release. She also asked if specific genetic alterations, like the loss of CDK2, might show more potency and if the next data disclosure would differentiate between these alterations.

    Answer

    Executive Brian Schwartz explained the trial's two-stage process, stating that success in Stage 1 requires at least two RECIST responses in the first 12 to 14 patients to advance. Executive Paul Mcbarron added that accrual is on track to present response data from about a dozen patients by year-end. Mcbarron also noted that with the combined data from over 25 patients, the company hopes to analyze if a specific genetic alteration demonstrates greater sensitivity to the drug.

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

    Question

    Ahu Demir from Ladenburg Thalmann inquired about the Fadra program, specifically asking for the enrollment target for the CDKN2A/N2B cohort, the benchmarks for success, and the number of patients from whom data will be presented by year-end. She also questioned whether certain genetic alterations, like the loss of CDK2, might indicate higher potency and if upcoming data would clarify the status of these different alterations.

    Answer

    Brian Schwartz, an executive, explained that the initial stage of the study involves 12 to 14 patients, with success defined as achieving at least two RECIST responses to proceed to the next phase. Executive Paul Mcbarron added that accrual is progressing well, and they anticipate presenting response data from approximately a dozen patients by the end of 2024. Mcbarron also noted that with data from over 25 patients (including previously treated ones), they hope to analyze if a specific alteration demonstrates greater sensitivity to the drug.

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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

    Asked about the size and composition (mono vs. combo) of the upcoming lung cancer data and the success criteria for advancing the HIV program.

    Answer

    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.

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    Ahu Demir's questions to AADI leadership

    Ahu Demir's questions to AADI leadership • Q2 2024

    Question

    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.

    Answer

    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.

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    Ahu Demir's questions to AADI leadership • Q4 2023

    Question

    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.

    Answer

    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.

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

    Ahu Demir's questions to Salarius Pharmaceuticals (SLRX) leadership • Q2 2022

    Question

    Ahu Demir of Ladenburg Thalmann inquired about the implementation of the Volition Rx partnership for the seclidemstat trial, the timeline for epigenetic profiling data, the current enrollment status for seclidemstat, the expected format for the upcoming data release, and the current stage of IND-enabling studies for the SP-3164 program.

    Answer

    Dr. Daniela Santiesteban, Director of Protein Degradation Development, explained the Volition Rx collaboration will use noninvasive plasma samples to measure methyl marks, indicating seclidemstat's effect on tumor cells, with data collection starting late 2022. CEO David Arthur noted that while specific enrollment numbers aren't disclosed, trial site expansion reflects strong progress, and interim data on progression-free survival is expected in H2 2022, to be released via press release or conference presentation. Dr. Santiesteban added that for SP-3164, IND-enabling studies are underway, keeping the program on track for an IND submission in the first half of 2023.

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    Ahu Demir's questions to Salarius Pharmaceuticals (SLRX) leadership • Q4 2021

    Question

    Ahu Demir of Ladenburg Thalmann inquired about the newly acquired SP-3164 program, asking for details on the type and timing of upcoming preclinical data, and whether data for solid tumors would be disclosed in 2022.

    Answer

    CEO David Arthur and Director of Corporate Development Daniela Santiesteban responded. David Arthur confirmed that traditional preclinical studies are underway, including in vivo models and combination studies, with data expected in late Q3 or Q4 2022. Daniela Santiesteban added that the data will cover protein degradation profiles, in vivo models in both hematological and solid tumors, and immunomodulation effects. She noted they are targeting the ASH conference for hematology data and are actively generating data for a shortlist of solid tumors to be released this year.

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