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    Eric Schmitt

    Senior Equity Analyst specializing in biotechnology research at Cantor Fitzgerald

    Eric Schmidt, Ph.D., is a Senior Equity Analyst specializing in biotechnology research at Cantor Fitzgerald, where he covers a broad spectrum of healthcare companies with a particular focus on important industry launches such as those in sickle cell, Alzheimer's, and TCR program fields. With over two decades of experience as a biotech analyst prior to joining Cantor in September 2023, Schmidt also served as CFO of Allogene Therapeutics and maintains a strong performance track record, achieving an 88% Buy rating and holding an overall analyst ranking of 1864 on TipRanks. His career includes extensive research coverage and leadership in both buy- and sell-side roles, and his professional credentials include the FCA registration and securities analyst licensure. Schmidt is recognized within the industry for his research depth and analysis, contributing significantly to advances and investor insights in the biotechnology sector.

    Eric Schmitt's questions to INCYTE (INCY) leadership

    Eric Schmitt's questions to INCYTE (INCY) leadership • Q1 2025

    Question

    An analyst on behalf of Eric Schmitt asked what proportion of Niktimvo's Q1 sales was due to inventory build and how dropouts were handled in the long-term povorcitinib HS data analysis.

    Answer

    Executive Mohamad confirmed that 20-30% of Niktimvo's Q1 sales came from inventory, which is expected to stabilize. Executive Steven Stein explained that for the povorcitinib analysis, they used a conservative non-responder imputation (NRI) and will also analyze a modified NRI, which they expect to yield slightly better results.

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