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Erik Lavington

Senior Research Associate at Mizuho Securities USA LLC

Erik Lavington is a Senior Research Associate at Mizuho Financial Group, Inc., where he specializes in biotechnology equity research and analysis. With a demonstrated focus on innovative biotech firms, he has covered companies such as Kura Oncology, providing analytical insights to institutional clients and helping to drive investment decisions. Lavington previously served as VP & Biotechnology Analyst at BTIG, adding depth to his expertise in the sector, and transitioned to his current role at Mizuho where he is recognized for detailed due diligence and strong sector knowledge. He holds FINRA securities licenses and maintains a robust professional standing as an equity research associate in the life sciences domain.

Erik Lavington's questions to INCYTE (INCY) leadership

Question · Q4 2025

Erik Lavington asked for more details on why the FDA recommended an additional phase 3 study for Opzelura in prurigo nodularis (PN) and if this has any implications or read-through for Opzelura in hidradenitis suppurativa (HS) or their respective trial designs.

Answer

Steven Stein, CMO, explained that for PN, one phase 3 study was positive while the second narrowly missed its primary endpoint, leading the FDA to recommend a third study. He clarified there is no read-through to the HS program, where two large phase 3 studies are progressing well. Pablo Cagnoni, President and Head of R&D, added that despite missing the primary endpoint, the second PN study showed strong positive results for the Investigator's Global Assessment of treatment success.

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Question · Q4 2025

Erik Lavington inquired about the FDA's request for an additional Phase III study for OPZELURA in prurigo nodularis (PN) and whether this decision had any implications for OPZELURA in hidradenitis suppurativa (HS) or its trial designs.

Answer

Steven Stein, CMO, Incyte, explained that one of the two Phase III PN studies narrowly missed its primary endpoint, leading the FDA to recommend a third study. He clarified that there was no read-through to the HS program, where two Phase III studies are progressing well. Pablo Cagnoni, President and Head of R&D, Incyte, added that despite missing the primary endpoint, the PN study showed positive Investigator's Global Assessment of treatment success.

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Erik Lavington's questions to Kura Oncology (KURA) leadership

Question · Q2 2025

Erik Lavington, on for Salveen Richter, asked for Kura's thoughts on the potential launch ramp for Zifdomenib in relapsed/refractory NPM1-mutant AML and whether a 'warehousing' of patients might occur, unlike what was seen for KMT2A-rearranged AML.

Answer

Chief Commercial Officer Brian Powl explained that the company is not providing specific launch ramp guidance but does not expect a large bolus or 'warehousing' of patients. He reasoned that this is an elderly, heavily pretreated population with a high unmet need and short life expectancy, making it unlikely for patients to wait for a new therapy.

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