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A

Alice

Managing Director and Senior Equity Analyst at Bank of America Corp. /de/

Texas, United States

Alice Tan is a Managing Director and Senior Equity Analyst at Bank of America, specializing in research and coverage of the telecommunications and communications services sector with a focus on companies such as Verizon Communications, AT&T, T-Mobile US, and Comcast. She is recognized for her clear investment theses and data-driven forecasts, consistently delivering actionable insights for investors and maintaining a high accuracy rate on her investment recommendations, with a documented TipRanks success rate of over 69% and average annual returns exceeding 11%. Alice began her analyst career at J.P. Morgan in 2006, later joining Bank of America in 2015, and has built a reputation for in-depth analysis and thoughtful stock calls, achieving accolades including ranking in industry analyst surveys. She is FINRA Series 7 and Series 63 licensed, underlining her commitment to regulatory standards and professional best practices.

Alice's questions to Alkermes (ALKS) leadership

Question · Q4 2025

Alice asked about Alkermes' field force strategy for LUMRYZ, considering a new market entrant by year-end, and whether any expansion would focus on breadth or depth.

Answer

Todd Nichols, Chief Commercial Officer, stated that the current sales force is right-sized to maximize the LUMRYZ opportunity, targeting approximately 50,000 oxybate-eligible patients and a dynamic segment of 9,000 cycling patients. He noted that LUMRYZ is uniquely positioned as the only once-nightly oxybate, and while they will monitor competitive entrants, they believe they are currently appropriately staffed.

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Fintool

Fintool can predict Alkermes logo ALKS's earnings beat/miss a week before the call

Alice's questions to Mineralys Therapeutics (MLYS) leadership

Question · Q4 2024

Alice, on behalf of Charlie Yang at Bank of America, asked about safety and tolerability expectations for the pivotal readouts and how lorundrostat aims to differentiate from MRAs, questioning if a cleaner safety profile could be a commercial win even with slightly less efficacy.

Answer

Executive Jon Congleton highlighted that as an aldosterone synthase inhibitor (ASI), lorundrostat targets the root cause of elevated aldosterone, differentiating it from MRAs and avoiding androgenic side effects, while also expecting a more modest impact on potassium. Chief Medical Officer Dr. David Rodman added that the rigorous design of the ADVANCE-HTN trial will establish a new benchmark for efficacy in this patient population, making direct comparisons to older MRA studies difficult.

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Fintool

Fintool can predict Mineralys Therapeutics logo MLYS's earnings beat/miss a week before the call