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Eric [on for Samantha Semenkow]

Vice President and SMid Biotech Equity Research Analyst at Citigroup Inc.

Samantha Semenkow is a Vice President and SMid Biotech Equity Research Analyst at Citi, specializing in the biotechnology sector with a focus on small- and mid-cap biopharmaceutical companies. She covers publicly traded firms including Immunovant, an autoimmune therapeutics company, and Wave Life Sciences, which focuses on genetic medicine platforms, providing influential stock forecasts and investment analysis. Throughout her tenure at Citi, her coverage has been recognized by investment platforms, and she maintains an active presence in earnings calls and equity research for leading biotech firms. Semenkow holds advanced credentials in biotechnology valuation and finance, leveraging both industry and academic experience, though specifics on FINRA registration or securities licenses are not publicly detailed.

Eric [on for Samantha Semenkow]'s questions to TSVT leadership

Question · Q1 2024

Asked about utilization trends in treatment centers that offer only Abecma versus those that also offer Carvykti, and whether utilization is clustered in a subset of activated centers.

Answer

The company responded that utilization trends vary, with major academic centers driving a lot of the volume. They noted that expanding the site footprint to more remote locations is a key part of their growth strategy to improve patient access, and they are currently engaging with all centers to highlight the new data.

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