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Andrew Behrens

Research Analyst at Lyrinx Partners

Andrew Behrens is an analyst at Lyrinx Partners, specializing in equity research and financial analysis across public equities. He is known for actively covering consumer and health-related companies, as evidenced by his participation in recent corporate earnings calls such as Nautilus. Though detailed performance rankings and returns are not publicly disclosed, his career at Lyrinx Partners is marked by regular engagement with senior corporate management teams. While direct metrics and prior firm experience remain undisclosed, he appears as a primary Lyrinx Partners representative in industry-facing events. Professional credentials and licensing details are not currently available through public records.

Andrew Behrens's questions to INCYTE (INCY) leadership

Question · Q3 2025

Andrew Behrens inquired about the decision to terminate the Povorcitinib program in Chronic Spontaneous Urticaria (CSU) despite successful Phase 2 results, asking if the data would still be released. He also asked if combination data for the TGF-beta by PD-1 bispecific (890) would be available before its advancement into Phase 3.

Answer

CEO Bill Meury explained that the Povorcitinib CSU termination was due to prioritization, focusing on programs with better returns, differentiation, competitive intensity, and market potential. President Pablo Cagnoni added that the regulatory bar for CSU was onerous and confirmed that data release is likely at a future conference. For 890, Pablo Cagnoni stated the decision to advance to Phase 3 in first-line colorectal cancer is made, and combination data will be released next year, in parallel with the trial initiation.

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