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Akash Bivari

Managing Director and Global Head of Biopharmaceutical Research at Jefferies Financial Group Inc.

Akash Tewari is a Managing Director and Global Head of Biopharmaceutical Research at Jefferies, specializing in equity research for SMID Cap Biotech companies such as Eli Lilly (LLY), argenx (ARGX), Merck (MRK), and Madrigal Pharmaceuticals (MDGL). He is recognized as a top-ranked analyst with coverage of over 40 stocks and has demonstrated a performance track record that includes a success rate of 33-46% and average returns ranging from -1.12% to +3.2%, with notable trades like a +400.6% return on MDGL. Tewari began his career at Evercore Group as Vice President (2015–2018), later served as a Senior Analyst and Managing Director at Wolfe Research (2018–2021), and joined Jefferies in 2021. He holds an undergraduate degree from Cornell University and maintains professional credentials in securities analysis, with public registry profiles confirming his active FINRA status.

Akash Bivari's questions to ARVINAS (ARVN) leadership

Question · Q2 2025

Manojo, on behalf of Akash Bivari, asked for Arvinas's expectations regarding the upcoming Denali LRRK2 inhibitor data and what signals from that study, even if it fails, would provide confidence for Arvinas's own LRRK2 degrader program.

Answer

CMO Noah Berkowitz responded that LRRK2 is an outstanding target, but the key question is the best drug modality. He highlighted the advantages of Arvinas's degrader, such as deeper brain penetration and broader target engagement compared to inhibitors. He stated they look forward to learning from Denali's results, particularly regarding patient selection or other signals that could inform their own development plan, regardless of the outcome.

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