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Dennis Cho

Research Analyst at Jefferies Financial Group Inc.

Dennis Cho is an experienced Equity Research Analyst at Jefferies, specializing in coverage of U.S. consumer, retail, and restaurant companies. Known for his deep analysis of publicly traded firms such as Shake Shack, Wingstop, and Restaurant Brands International, Cho has developed a strong reputation for actionable investment recommendations and consistent coverage accuracy. He began his finance career in the early 2010s, joining Jefferies after holding prior roles at other financial institutions focused on equity analysis. He holds key industry credentials, including Series 7 and 63 securities licenses, and is registered with FINRA, which further underpins his expertise and trustworthiness as a research professional.

Dennis Cho's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

Question · Q2 2025

Dennis from Jefferies asked about the CDK7 combination expansion cohort in ovarian cancer, specifically the standard of care being allowed and the efficacy benchmarks for ORR and PFS.

Answer

Chief R&D and Commercial Officer Najat Khan stated the standard of care will include single-agent chemo plus bevacizumab (beva). She noted the median PFS for that combination is around 6.7 months, and Recursion aims for a meaningful improvement. She also mentioned the team will assess other critical endpoints.

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Question · Q1 2025

Dennis Chu of Jefferies, along with analysts from Needham, Bank of America, and Cowen, asked for details on the FAP data, its differentiation from other programs, the case of the non-responder, and the bar for success.

Answer

Chief R&D Officer Najat Khan reported that preliminary data showed a 43% median polyp burden reduction, comparing favorably to the 20-30% seen with other agents. She noted the safety profile is consistent with the MEK1/2 inhibitor class. Regarding the non-responder, she explained that non-response rates of 40-50% have been seen in prior studies. The bar for success is high given the significant unmet need.

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