Sign in

    Amit Corwin

    healthcare analyst at William Blair

    Sami Corwin, Ph.D., is a healthcare analyst at William Blair, specializing in biotechnology with a focus on clinical-stage companies developing gene and cell therapies for autoimmune and rare diseases. She has provided research and coverage for firms such as Kyverna Therapeutics, uniQure NV, Applied Therapeutics, and Cargo Therapeutics, with recent analyst performance metrics averaging a 30% success rate and average returns of -4.40% on TipRanks. Corwin joined William Blair in November 2018 after earning a Ph.D. in neuroscience from the University of Illinois–Chicago and a B.S. in biology from UC Irvine. She is recognized for her expert analysis in the sector but does not appear to have a FINRA-registered securities license, emphasizing her role as a research-focused professional.

    Amit Corwin's questions to Krystal Biotech (KRYS) leadership

    Amit Corwin's questions to Krystal Biotech (KRYS) leadership • Q3 2024

    Question

    An analyst from William Blair asked about the expected revenue impact from declining patient compliance, the company's plans for providing 2025 revenue guidance, and what key metrics investors should track for the upcoming launches in Europe and Japan.

    Answer

    Chairman and CEO Krish Krishnan clarified that compliance is currently tracking ahead of their initial models, which anticipated a drop to 50% utilization (2 vials/month) by 18 months post-launch. He stated that the company is still internally discussing 2025 guidance due to the moving parts of the ex-U.S. launches. A decision on the key metrics for Europe and Japan has not yet been made and will be determined closer to launch.

    Ask Fintool Equity Research AI