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Do Kim

Managing Director and Senior Research Analyst at Piper Sandler & Co.

Do Kim is a Managing Director and Senior Research Analyst at Piper Sandler & Co., specializing in biotechnology and healthcare sector equity research, with a particular focus on innovative therapeutics and gene editing technologies. He covers a broad range of public biotech companies, including CRISPR Therapeutics, Intellia Therapeutics, Moderna, and Vertex Pharmaceuticals, and is recognized for a data-driven approach with a performance track record of a 45% success rate and an average return of 7.6% per rating on TipRanks, ranking #1,203 among over 8,500 Wall Street analysts. With a career spanning over a decade on the Street, Do Kim joined Piper Sandler after holding similar equity research roles at other prominent investment banks, contributing deep industry insights through flagship reports and conference presentations. He holds key FINRA securities licenses and is regarded for his rigorous research standards and contributions to thought leadership in precision medicine.

Do Kim's questions to Apellis Pharmaceuticals (APLS) leadership

Question · Q4 2025

Do Kim inquired about the competitive dynamics of the geographic atrophy market, specifically if the complement inhibitor class is holding steady or growing modestly, Syfovre's market share, the proportion of new patient starts compared to competitors, and any impact from the 5-year GALE update in November on new patient starts or compliance.

Answer

Co-founder, CEO, and President Dr. Cedric Francois stated that it's still early days for the geographic atrophy class, and Syfovre is well-positioned competitively with its extensive data. EVP of Commercial David Acheson confirmed that Syfovre is holding steady at 60% market share, expressing confidence in its competitive strength, particularly with the unique 5-year GALE data. He emphasized the company's focus on disciplined execution and innovation to reinforce leadership, drive uptake, market growth, and shared growth.

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Fintool

Fintool can predict Apellis Pharmaceuticals logo APLS's earnings beat/miss a week before the call

Do Kim's questions to Vivos Therapeutics (VVOS) leadership

Question · Q1 2025

Do Kim inquired about Vivos's experience with the Rebis Health strategic alliance, its performance versus initial expectations, and the key lessons learned that can be applied to future partnerships and the integration of The Sleep Center of Nevada (SCN).

Answer

Chairman and CEO R. Huntsman explained that the Rebis alliance progressed slower than anticipated due to internal issues at Rebis, which limited patient referral volumes. However, he stressed that the partnership successfully validated their core thesis, with 71% of presented patients choosing Vivos treatment over CPAP. Huntsman noted that key learnings in optimizing revenue in an insurance-based environment and structuring deals for greater operational control provide strong confidence for the SCN acquisition, where Vivos will have full control of the patient funnel.

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Fintool

Fintool can predict Vivos Therapeutics logo VVOS's earnings beat/miss a week before the call