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    Frances Dovell

    Biotech Equity Research Analyst at TD Cowen

    Frances Dovell is a Biotech Equity Research Analyst at TD Cowen, focused on providing in-depth equity research coverage for leading biopharmaceutical companies such as Celcuity Inc. and Lantheus Holdings Inc. She engages directly with senior management teams and delivers detailed financial and market analyses to institutional investors, contributing to investment decisions in the healthcare sector. Frances began her equity research career prior to joining TD Cowen, where she has since developed substantial expertise in clinical trial evaluation, competitive market estimation, and regulatory strategies within biotechnology. She has demonstrated strong analytical skills and holds standard regulatory credentials required for research analysts at major broker-dealers.

    Frances Dovell's questions to Celcuity (CELC) leadership

    Frances Dovell's questions to Celcuity (CELC) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen asked for more specific details on the Gadafelicitinib safety data, particularly regarding overall rates versus grade three stomatitis, ahead of the full data presentation.

    Answer

    CEO Brian Sullivan stated that while a general summary of the favorable safety profile has been provided, detailed data, including specific rates of adverse events, will be presented at an upcoming medical conference.

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    Frances Dovell's questions to Crinetics Pharmaceuticals (CRNX) leadership

    Frances Dovell's questions to Crinetics Pharmaceuticals (CRNX) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen asked for an update on the timeline for the Investigational New Drug (IND) submissions for the company's TSH and SST3 agonist programs, confirming if they are still targeted for 2025.

    Answer

    Founder and Chief Scientific Officer Stephen Betz confirmed that the IND-enabling work for both the TSH and SST3 agonist programs is in progress and that the company is still targeting submission by the end of 2025 for both molecules.

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    Frances Dovell's questions to Travere Therapeutics (TVTX) leadership

    Frances Dovell's questions to Travere Therapeutics (TVTX) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen asked what steps would be necessary to get the Filspari REMS program removed entirely following the upcoming PDUFA date for its modification, and what the expected timeline for that would be.

    Answer

    Dr. William Rote, Chief Research Officer, explained that the ultimate goal is full REMS removal, which has always been planned as a two-step process. He noted that historically, the FDA has been anchored on completing the PMR study (3,000 patients for two years), but Travere will continue dialogue to evaluate opportunities for earlier removal after the August 28 PDUFA date.

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    Frances Dovell's questions to Lantheus Holdings (LNTH) leadership

    Frances Dovell's questions to Lantheus Holdings (LNTH) leadership • Q2 2025

    Question

    Frances Dovell from TD Cowen inquired about the market positioning and pricing strategy for the new PSMA imaging agent relative to the current Polarify, especially with new market entrants.

    Answer

    President Paul Blanchfield explained that the new formulation is expected to improve pricing dynamics. He stated that achieving its own 3-year TPT status would create a level reimbursement playing field and a reset of the 340B best price would be beneficial. This would allow the agent's clinical differentiation, rather than reimbursement inequities, to drive customer choice.

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