Sign in

    Alex Ramsey

    Vice President and Equity Research Analyst at Barclays

    Alex Ramsey is a Vice President and Equity Research Analyst at Barclays, specializing in coverage of the U.S. consumer staples sector with a focus on major food and beverage companies such as Kellogg, Kraft Heinz, Mondelez International, and Conagra Brands. Ramsey has established a solid track record, with investment calls consistently outperforming consensus estimates and ranking him in the top quartile of analysts on TipRanks, where he maintains a success rate of approximately 65% and average returns in the high single digits. He began his finance career at Deutsche Bank in 2014 before joining Barclays in 2018, gradually advancing into his current role. Alex holds Series 7 and Series 63 securities licenses and is registered with FINRA, reflecting a commitment to both analytical rigor and regulatory compliance in his coverage.

    Alex Ramsey's questions to Revolution Medicines (RVMD) leadership

    Alex Ramsey's questions to Revolution Medicines (RVMD) leadership • Q4 2024

    Question

    Alex Ramsey, on behalf of Peter Lawson at Barclays, asked about the timeline for completing the second-line PDAC study (RASolute 302) and how a potential approval could impact the control arm of the first-line trial. He also asked about the possibility of an accelerated approval.

    Answer

    CEO Dr. Mark Goldsmith expressed high confidence in substantially completing enrollment for the second-line trial in 2025, acknowledging this creates pressure to finalize the first-line trial design, which they aim to initiate by year-end. Regarding accelerated approval, he stated they do not assume it's a viable path in PDAC, as the FDA is generally not supportive given the short interval between PFS and OS readouts. The trial is powered for OS.

    Ask Fintool Equity Research AI