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    Ed Alter

    Vice President and Senior Equity Research Analyst at Jefferies

    Ed Alter is a Vice President and Senior Equity Research Analyst at Jefferies, specializing in the coverage of U.S. small- and mid-cap biotechnology companies within the healthcare sector. He covers a range of publicly traded biotech firms focused on therapeutic development, including names such as Sarepta Therapeutics, Apellis Pharmaceuticals, and Alnylam Pharmaceuticals, and has established a track record that aligns with Jefferies’ data-driven approach to life sciences investment. Since joining Jefferies in 2018, Alter has contributed research leadership in his sector, having previously held analyst and associate roles at other major investment banks, and is recognized for his expertise in clinical data analysis impacting equity valuations. He holds FINRA Series 7, 63, 86, and 87 licenses, reflecting his qualifications for securities analysis and investment advisory work.

    Ed Alter's questions to OB leadership

    Ed Alter's questions to OB leadership • Q2 2025

    Question

    Asked whether the company's primary headwinds were related to its go-to-market strategy or product fit, and inquired about the composition and growth strategy for the CTV business.

    Answer

    The company clarified that the headwinds are operational and controllable, not an issue of product fit, and that they feel they have 'turned the corner'. The CTV business is a combination of differentiated home screen placements and in-stream ads, with growth supported by its integration into the main ad platform for easier omnichannel buying.

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    Ed Alter's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership

    Ed Alter's questions to TAKE TWO INTERACTIVE SOFTWARE (TTWO) leadership • Q2 2025

    Question

    Ed Alter asked how the significantly better reviews for NBA 2K25 translate to sales and recurrent consumer spending, given that unit sales appeared flat. He also inquired about the revenue mix in hypercasual games.

    Answer

    President Karl Slatoff responded that higher review scores reflect stronger engagement, which is driving double-digit growth in revenue per user. He attributed flat unit sales to the ongoing console transition. For hypercasual, he noted the revenue mix now includes both advertising and significant in-app purchases.

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