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Avraham Novick

Biotech Equity Research Associate at Morgan Stanley

New York, NY, US

Avraham Novick is a Biotech Equity Research Associate at Morgan Stanley, specializing in the analysis of biotechnology and biopharmaceutical companies. He is actively involved in covering high-profile names in the biotech sector, such as Vir Biotechnology, and participates frequently in industry earnings calls and research discussions. Having built his expertise at Morgan Stanley after prior experience in the biotech and biopharma field, Novick maintains a focus on clinical-stage companies and sector developments. He holds a FINRA license and is registered as a broker representative, underscoring his professional credentials in financial research and securities analysis.

Avraham Novick's questions to Vir Biotechnology (VIR) leadership

Question · Q2 2025

Avraham Novick of Morgan Stanley inquired about the enrollment progress for the ECLIPSE hepatitis delta virus (HDV) programs, particularly ECLIPSE-1, and asked about Vir's strategy for identifying the prevalent patient population.

Answer

EVP & Chief Medical Officer Dr. Mark Eisner reported that all three ECLIPSE studies are actively enrolling, with ECLIPSE-1 enrollment proceeding well and on track for completion by year-end. He noted it was premature to provide specifics on ECLIPSE-2 and -3. Regarding the patient population, Dr. Eisner explained that the current U.S. estimate of 61,000 viremic patients is likely an underestimate due to the lack of routine reflex testing for HDV, which is expected to increase once an effective therapy is launched.

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Question · Q4 2024

Avi Novick, on behalf of Morgan Stanley, questioned if the strong safety profile of existing T-cell engagers provides a read-through to VIR-5525, potentially allowing for more aggressive dose escalation. He also asked about the company's strategy for disclosing data for VIR-5525.

Answer

CEO Dr. Marianne De Backer confirmed that learnings from the HER2 and PSMA programs, which allowed for higher starting doses and swifter escalation, will benefit the VIR-5525 program. Dr. Mark Eisner, CMO, added that while EGFR is broadly expressed, making it a rigorous test, learnings from prior programs will inform an efficient study design. Dr. Mika Derynck, EVP of Oncology, expressed confidence based on the wide therapeutic index seen in the HER2 program compared to prior unmasked agents.

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Avraham Novick's questions to FRACTYL HEALTH (GUTS) leadership

Question · Q1 2025

Avraham Novick from Morgan Stanley asked for details on the upcoming REVEAL-1 data update in June and questioned the mechanisms in place to limit a placebo effect in the REMAIN-1 study.

Answer

CEO Harith Rajagopalan stated that for the REVEAL-1 update, the majority of the 15 enrolled patients are expected to have 3-month follow-up data. To limit the sham effect in REMAIN-1, he highlighted the ability to observe patient adherence during the run-in phase and the homogeneity of the patient population, which provides tighter control over variables.

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Fintool can predict FRACTYL HEALTH logo GUTS's earnings beat/miss a week before the call