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    Anthea

    Senior Associate in Biotechnology Equity Research at Jefferies

    Anthea Li is a Senior Associate in Biotechnology Equity Research at Jefferies, specializing in coverage of innovative biotechnology companies within the investment banking sector. She has built a track record of delivering insightful analysis and recommendations, with experience spanning three years and an average firm tenure of over two years. Anthea began her career as an Associate in Biotechnology Equity Research before advancing to her current role, and she holds a Bachelor of Arts from the University of California, Berkeley. Her credentials include active involvement in equity research and professional experience in New York, though specific performance metrics and securities licenses are not publicly listed.

    Anthea's questions to Roivant Sciences (ROIV) leadership

    Anthea's questions to Roivant Sciences (ROIV) leadership • Q2 2025

    Question

    Anthea, on for Dennis Ding at Jefferies, asked about plans to share full data from the lupus study and its potential read-through to dermatomyositis (DM). She also inquired about physician willingness to prescribe JAK inhibitors in DM and the extent of current off-label use.

    Answer

    CEO Matt Gline noted the lupus study was run by Pfizer and that the total brepocitinib dataset is more informative than any single trial. Priovant CEO Ben Zimmer added that a key lesson from lupus was the importance of managing placebo response. He confirmed that JAKs are used 'pretty extensively' off-label in DM, citing published case reports, and that rheumatologists and dermatologists are very comfortable with the drug class.

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