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Clara Dong

Biotechnology Equity Research Senior Associate at Jefferies

Clara Dong, Ph.D., is a Biotechnology Equity Research Senior Associate at Jefferies, specializing in research coverage of biotechnology companies, including HUTCHMED. She regularly publishes investment analysis and research reports for institutional investors, working closely with senior analysts to cover a range of biotech firms. Clara holds a doctorate degree and leverages her scientific expertise to analyze industry trends and provide in-depth equity research. Her career at Jefferies began after completing advanced academic training, bringing rigorous scientific credentials to her role, though detailed performance metrics and prior professional positions are not publicly available.

Clara Dong's questions to Summit Therapeutics (SMMT) leadership

Clara Dong's questions to Summit Therapeutics (SMMT) leadership • Q3 2025

Question

Clara Dong asked if there are plans to stratify or analyze outcomes in the HARMONi-GI3 colorectal phase III study based on the presence of liver versus non-liver metastases. She also inquired about the expected timeline for the next data release from the global phase II FOLFOX combination study and whether U.S. patient data would be included.

Answer

Dave Gancarz, Chief Business and Strategy Officer, confirmed that stratification factors are included in the HARMONi-GI3 trial but declined to make all individual factors public at this early stage. Regarding the global phase II FOLFOX data, he stated that Summit Therapeutics is determining the appropriate time for publishing additional data, including U.S. patient data, prioritizing phase III read-outs.

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Clara Dong's questions to HERON THERAPEUTICS, INC. /DE/ (HRTX) leadership

Clara Dong's questions to HERON THERAPEUTICS, INC. /DE/ (HRTX) leadership • Q2 2025

Question

Asked for details on the Zenerlef 400mg transition's impact on Q2 revenue, its expected normalization timeline, and the role of the new J-code in reimbursement, particularly in conjunction with the NO PAIN Act.

Answer

The company explained that the Zenerlef transition caused a temporary inventory drawdown at wholesalers in Q2 but end-user demand continued to grow. They expect wholesaler ordering to normalize in Q3. The new J-code is viewed as a long-term positive, simplifying reimbursement and improving access, especially as commercial payers begin to follow CMS's lead under the NO PAIN Act, though an immediate impact is not expected.

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Clara Dong's questions to HERON THERAPEUTICS, INC. /DE/ (HRTX) leadership • Q2 2025

Question

Clara Dong inquired about the ZINRELEF 400mg transition, its specific revenue impact in Q2, and the timeline for normalization. She also asked about the role the new J-code will play in reimbursement alongside the NO PAIN Act and its potential impact on adoption.

Answer

COO Mark Hensley clarified that the ZINRELEF transition led to a wholesaler inventory drawdown that impacted Q2 net sales by approximately $400,000, but he expects ordering patterns to normalize in Q3. CEO Craig Collard added that while the new J-code is not an immediate catalyst, it is more universally recognized by payers than the previous C-code, which will simplify reimbursement and support broader adoption long-term as commercial payers align with the NO PAIN Act.

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