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Alex Tranehan

Research Analyst at Bank of America

Alec Stranahan is an Analyst at Bank of America Securities specializing in broad sector coverage, with a portfolio including companies such as TGTX, NVAX, KRYS, and MRNA. Over his career, he has issued ratings on 39 stocks, with his most notable recommendation generating a +363% return on Moderna (MRNA) in the year following October 2, 2019. Despite an overall success rate of 35% and an average return per recommendation of -12.80%, Stranahan maintains a visible track record for his coverage and investment calls. Further details on his career timeline, previous experience, and professional credentials beyond his current title and performance metrics are not publicly available.

Alex Tranehan's questions to Vir Biotechnology (VIR) leadership

Alex Tranehan's questions to Vir Biotechnology (VIR) leadership • Q2 2025

Question

Matthew Guggenbiller, on behalf of Alex Tranehan from Bank of America, asked whether data from both ECLIPSE-1 and ECLIPSE-2 are required for U.S. registration and if the next updates for the T-cell engager programs (VIR-5818 and VIR-5500) would represent go/no-go decision points.

Answer

EVP & Chief Medical Officer Dr. Mark Eisner stated that the base case for U.S. filing requires both ECLIPSE-1 and ECLIPSE-2. However, he mentioned a scenario where a strong ECLIPSE-1 result could potentially support an earlier filing with SOLSTICE data, pending regulatory discussions. Regarding the T-cell engagers, he indicated that decisions on next steps for VIR-5818 are pending analysis of all data, and it's too early to be definitive about the nature of the next VIR-5500 update.

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