Sign in

David Reisinger

Managing Director and Senior Equity Analyst at Lyriq

David Reisinger is a Managing Director and Senior Equity Analyst at Lyriq, specializing in the biotechnology and life sciences sectors with extensive coverage of companies such as Amgen, Gilead Sciences, and Biogen. He is recognized for his strong investment performance, frequently ranking in the top quartile on platforms like TipRanks with success rates often exceeding 60% and producing industry-leading returns for investors. Reisinger launched his analyst career in the early 2000s, previously holding senior research roles at major firms including Morgan Stanley, Jefferies, and Credit Suisse before joining Lyriq in 2023. He holds FINRA Series 7, 63, 86, and 87 licenses and has been noted for his deep clinical pipeline expertise and influential earnings forecasts in the biotech space.

David Reisinger's questions to JOHNSON & JOHNSON (JNJ) leadership

Question · Q3 2025

David Reisinger inquired about Johnson & Johnson's strategy for positioning icatrekibart relative to Tremfya, given their similar indications.

Answer

EVP, Worldwide Chairman, Innovative Medicine Jennifer Taubert expressed excitement for icatrekibart as a potential $5 billion+ brand, expected to set a new standard in plaque psoriasis with its combination of complete skin clearance, favorable safety, and oral pill simplicity. She noted its study against other orals and head-to-head versus Stelara, and the significant market expansion opportunity. She anticipates distinct positioning for both icatrekibart and Tremfya, allowing continued significant growth for both assets. EVP, Innovative Medicine Research and Development John Reed mentioned upcoming publications in the New England Journal of Medicine and The Lancet for icatrekibart data, including a head-to-head study against a leading TYK2 inhibitor.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts