Sign in

Alexander Kelly

Research Analyst at Cowen Inc.

Alexander Kelly is an Equity Research Analyst at TD Cowen specializing in biotechnology, with a research focus on companies in oncology, immunology, and advanced therapies including precision oncology and CAR-T. He provides coverage on high-profile European biotech firms such as Galapagos NV, regularly participating in analyst calls and investor updates, and has become a key source for sector research insights. Kelly has grown his presence at TD Cowen since at least 2024 and is noted for his rigorous analysis and thought leadership in strategic business development trends across the biopharma space. While his FINRA credentials and specific performance metrics are not publicly disclosed, his ongoing contributions on major earnings calls demonstrate professional recognition and the depth of his analytical expertise.

Alexander Kelly's questions to Theravance Biopharma (TBPH) leadership

Question · Q4 2024

Alexander Kelly, on for Marc Frahm from TD Cowen, asked about the clinical bar for success for the Ampreloxetine CYPRESS study and the potential scale and timing of a commercial organization build-out assuming positive data.

Answer

Executive Rick Winningham stated that a statistically significant 1-point change in the OHSA composite score would be considered a clinical success. He and CFO Aziz Sawaf confirmed that any significant commercial build-out and increase in FTEs would occur only after positive CYPRESS data is received. CBO Rhonda Farnum added that the commercial effort could be highly efficient, targeting a concentrated group of about 3,000 prescribers.

Ask follow-up questions

Fintool

Fintool can predict Theravance Biopharma logo TBPH's earnings beat/miss a week before the call

Let Fintool AI Agent track Alexander Kelly for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free