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    Craig McLean

    Research Analyst at Goldman Sachs

    Craig McLean is an Equity Research Analyst at Goldman Sachs & Co. LLC, specializing in finance and consumer services with direct company coverage details not publicly listed. Since joining Goldman Sachs in April 2022, he has leveraged prior experience from Piper Sandler to develop industry insights, with his research focusing on supporting hedge fund and institutional clients with actionable market intelligence. McLean began his professional career after graduating from the University of Arkansas in 2016 and has since advanced through research roles, aligning with leading investment banks. While specific performance metrics and industry rankings are not available, his professional credentials include a finance-focused academic background and equity research tenure at premier firms.

    Craig McLean's questions to Roivant Sciences (ROIV) leadership

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

    Question

    Craig McLean, on behalf of Corinne Johnson at Goldman Sachs, asked how brepocitinib would be positioned against emerging HUMIRA biosimilars. He also questioned if the CLARITY trial would specifically target patients who are refractory to anti-TNF therapies.

    Answer

    Priovant CEO Ben Zimmer explained the base case is to target the large TNF-refractory market, which he expects to grow with biosimilar availability. However, he and CEO Matt Gline both stressed that if data confirms a best-in-class profile, there will be strong physician and patient demand for first-line use. Zimmer clarified the trial does not stratify for prior TNF use but expects to enroll many such patients for subgroup analysis.

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