Sign in

    Dingding Shi

    Senior Equity Research Analyst at Jefferies

    Dingding Shi is a Senior Equity Research Analyst at Jefferies, specializing in coverage of the U.S. beverage and tobacco sectors with direct focus on companies including The Coca-Cola Company, PepsiCo, Keurig Dr Pepper, Altria, and Philip Morris International. Shi has built a strong track record since joining Jefferies in 2018, and her recommendations have demonstrated competitive performance metrics with a success rate around 65% and positive average returns as tracked by TipRanks and other platforms. Her prior experience includes research roles at UBS and Wells Fargo Securities after starting her analyst career in the early 2010s. Dingding Shi holds FINRA Series 7 and 63 securities licenses and is recognized for her rigorous, data-driven research and notable contributions to sector outlooks.

    Dingding Shi's questions to INCYTE (INCY) leadership

    Dingding Shi's questions to INCYTE (INCY) leadership • Q4 2024

    Question

    Dingding Shi from Jefferies inquired about the KRAS G12D program, asking for details on expected proof-of-concept data, including sample size and tumor types, and its potential differentiation. She also asked if the povorcitinib HS data disclosure would include HiSCR75/90/100 results at both 12 and 16-week follow-ups.

    Answer

    Pablo Cagnoni, President, Head of R&D, said the KRAS program is focused on pancreatic and colorectal cancer and that Incyte believes its potent, selective inhibitor can compete, with data expected later in the year. Regarding the povorcitinib HS data, he stated that a final decision has not been made on which specific secondary endpoints and time points will be included in the top-line press release.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to ADC Therapeutics (ADCT) leadership

    Dingding Shi's questions to ADC Therapeutics (ADCT) leadership • Q4 2024

    Question

    Dingding Shi of Jefferies asked about plans for regulatory meetings following the LOTIS-7 data update and the estimated market opportunity for ZYNLONTA in indolent lymphomas.

    Answer

    CEO Ameet Mallik confirmed that ADC Therapeutics plans to discuss the path forward with regulatory authorities for LOTIS-7 in the second half of the year, once sufficient data is available. He also noted a parallel strategy to pursue compendia listing, which may require data on approximately 100 patients. For indolent lymphomas, Mallik estimated a peak revenue opportunity of $100 million to $200 million.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Autolus Therapeutics (AUTL) leadership

    Dingding Shi's questions to Autolus Therapeutics (AUTL) leadership • Q4 2024

    Question

    Dingding Shi of Jefferies asked if the initial commercial adoption of AUCATZYL included centers without prior experience from the clinical trial and the reasons for any hesitation to switch from competing therapies. She also inquired about the efficacy signals that would justify a higher dose in the SLE trial and the company's current view on the treatment goal for CAR-T in lupus.

    Answer

    Executive Christian Itin confirmed that both experienced and new centers were activated early, indicating broad interest. For the SLE trial, he stated the company will provide more information on next steps at the R&D Day. Regarding the CAR-T goal in lupus, Itin reiterated the view that the therapy is best positioned for the 10,000-20,000 patients in the 'true high medical need segment' of the much larger SLE population, where the health economic argument is compelling.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to PTC THERAPEUTICS (PTCT) leadership

    Dingding Shi's questions to PTC THERAPEUTICS (PTCT) leadership • Q4 2024

    Question

    Dingding Shi inquired about the expected clinical improvements in the PIVOT-HD trial from 12 to 24 months and asked for the patient split between Stage 2 and Stage 3 disease.

    Answer

    CEO Dr. Matthew Klein explained that they anticipate continued slowing of disease progression on key clinical scales like TMS, cUHDRS, and TFC with longer treatment. He clarified that the overall study population is balanced with about half Stage 2 and half Stage 3 patients.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to BeOne Medicines (ONC) leadership

    Dingding Shi's questions to BeOne Medicines (ONC) leadership • Q4 2024

    Question

    Dingding Shi of Jefferies asked for the key assumptions behind the 2025 revenue guidance of $4.9-$5.3 billion and inquired about the data disclosure timing for the B7-H4 ADC and CDK2 inhibitor.

    Answer

    CFO Aaron Rosenberg detailed that guidance is driven by continued BRUKINSA share gains in the U.S., the lapping of 2024 new patient starts, stable pricing, and global expansion. Global Head of R&D Lai Wang confirmed that initial data for the B7-H4 ADC and CDK2 inhibitor are expected at ASCO in the first half of 2025.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to BeOne Medicines (ONC) leadership • Q4 2024

    Question

    Dingding Shi inquired about the key assumptions behind the 2025 revenue guidance of $4.9 billion to $5.3 billion and sought confirmation on the data disclosure timing for the B7-H4 ADC and CDK2 inhibitor programs.

    Answer

    Aaron Rosenberg, CFO, outlined that the guidance is based on continued U.S. market share gains for BRUKINSA, the lapping effect of 2024 new patient starts, stable net pricing, and strong global expansion. Lai Wang, Global Head of R&D, confirmed that initial data for both the B7-H4 ADC and CDK2 inhibitor are planned for disclosure at ASCO in the first half of 2025.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to BeOne Medicines (ONC) leadership • Q4 2024

    Question

    Dingding Shi of Jefferies inquired about the key assumptions underpinning the 2025 revenue guidance of $4.9 billion to $5.3 billion and the factors that could influence the final outcome. She also sought confirmation on the data disclosure timing for the B7-H4 ADC and CDK2 inhibitor programs.

    Answer

    CFO Aaron Rosenberg explained that the guidance is driven by continued U.S. market share gains for BRUKINSA, the lapping effect of 2024 new patient starts, stable net pricing, and global expansion in Europe and new markets like Japan. Global Head of R&D Lai Wang confirmed that initial data for both the B7-H4 ADC and CDK2 inhibitor are slated for presentation at ASCO in the first half of 2025.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Ascendis Pharma (ASND) leadership

    Dingding Shi's questions to Ascendis Pharma (ASND) leadership • Q3 2024

    Question

    Dingding Shi sought to confirm the implied Q4 SKYTROFA sales from the full-year guidance and asked if regulators had confirmed that 12-month data is sufficient for the TransCon CNP submission.

    Answer

    Scott Smith, EVP and CFO, confirmed the full-year guidance of €200-€220 million for SKYTROFA excludes prior-period sales deductions. Jan Mikkelsen, President and CEO, affirmed that the company has not been asked for more than 12 months of efficacy data for the TransCon CNP filing, aside from standard safety updates during the review process.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Ascendis Pharma (ASND) leadership • Q2 2024

    Question

    Dingding Shi (on behalf of Kelly Shi) asked for more detail on the ongoing discussions with regulators about using existing batches of YORVIPATH for an earlier U.S. launch.

    Answer

    President and CEO Jan Mikkelsen described the dialogue with the FDA as 'extremely constructive.' He emphasized that the discussions are driven by the urgent unmet medical need, particularly with the discontinuation of Natpar. He noted that patient organizations, physicians, and the FDA are all working collaboratively to find a solution to prevent a patient care crisis, suggesting a strong motivation to enable an earlier launch.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to OCULAR THERAPEUTIX (OCUL) leadership

    Dingding Shi's questions to OCULAR THERAPEUTIX (OCUL) leadership • Q3 2024

    Question

    Dingding Shi (Kelly Shi) asked about the progress of discussions with the European Medicines Agency (EMA) and inquired about the most suitable patient population for AXPAXLI in wet AMD based on trial enrollment experience.

    Answer

    President and CEO Dr. Pravin Dugel responded that while Ocular is engaged in discussions with ex-U.S. regulatory agencies, no formal guidance has been provided yet. Regarding patient population, he explained that for trials, they are derisking the population to be VEGF-responsive (SOL-1) or stable (SOL-R), but they believe AXPAXLI will be a drug of choice for all patients in the commercial market.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to OCULAR THERAPEUTIX (OCUL) leadership • Q2 2024

    Question

    Dingding Shi asked for expectations on the performance of the comparator arms in the SOL-R trial based on historical data and inquired about the next steps for AXPAXLI in diabetic retinopathy (DR) following the HELIOS study results.

    Answer

    Dr. Pravin Dugel, President and CEO, expressed high confidence in AXPAXLI's performance in SOL-R, referencing the U.S. study where 100% of patients were rescue-free at six months. For diabetic retinopathy, he clarified that the company's top priority remains the wet AMD trials (SOL-1 and SOL-R). While the HELIOS data in DR is 'remarkable' and provides a clear path forward, a formal FDA meeting for a DR study has not yet occurred. He noted the positive HELIOS data also increases confidence in the wet AMD program.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Legend Biotech (LEGN) leadership

    Dingding Shi's questions to Legend Biotech (LEGN) leadership • Q3 2024

    Question

    Dingding Shi asked for details on the second-line launch ramp-up compared to the later-line launch and whether the majority of CARVYKTI use is expected to shift to earlier lines of therapy in the near future.

    Answer

    SVP of Commercial Development, Steven Gavel, confirmed that early-line adoption is ahead of internal expectations, driven by strong overall survival data. He projected that by the end of the following year, the patient mix would heavily favor the earlier-line (CARTITUDE-4) population, at a ratio of approximately two-thirds to one-third.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Syndax Pharmaceuticals (SNDX) leadership

    Dingding Shi's questions to Syndax Pharmaceuticals (SNDX) leadership • Q3 2024

    Question

    Dingding Shi of Jefferies Financial Group Inc. inquired about the clinical bar for the CR/CRh rate in the pivotal NPM1 data, its correlation with overall survival (OS), and the expected OS benefit compared to the KMT2A subgroup.

    Answer

    CEO Michael Metzger stated that a CR/CRh rate of 20-30% is the historical precedent for approval in AML. CSO Dr. Anjali Ganguli added that while outcomes are poor for both groups in later lines, the expected median OS for third-line plus KMT2A patients is 2-3 months, compared to 4-5 months for NPM1 patients.

    Ask Fintool Equity Research AI

    Dingding Shi's questions to Kymera Therapeutics (KYMR) leadership

    Dingding Shi's questions to Kymera Therapeutics (KYMR) leadership • Q3 2024

    Question

    Representing Kelly Shi, Dingding Shi of Jefferies asked about the biological differentiation of targeting STAT6 compared to upstream targets like IL-4/13 and the potential breadth of indications for the program.

    Answer

    CEO Nello Mainolfi and CMO Jared Gollob explained that both preclinical and human genetic data suggest STAT6 activity is almost entirely driven by IL-4/13 signaling, meaning its degradation should phenocopy drugs like dupilumab. Dr. Gollob added that the 24/7 pharmacology of a degrader could offer unique benefits in treating key symptoms like itch and pain.

    Ask Fintool Equity Research AI