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Gbola Amusa

Research Analyst at Chardan

Gbola Amusa, MD, CFA, serves as Chief Scientific Officer and Managing Director at Chardan, specializing in healthcare equity research with a focus on innovative biopharma and life sciences companies. Since joining Chardan at the end of 2014, he has covered leading firms driving long-term investment returns and has been recognized for his investment insights by platforms supporting ESG and socially responsible investing. Previously, Amusa held senior roles including Managing Director and Head of European Pharma Research at UBS, where he led a team of 25 analysts and was ranked the #1 European pharma analyst in Institutional Investor's survey, and Senior Research Analyst at Sanford Bernstein. He began his finance career at Goldman Sachs in healthcare investment banking and holds an MD from Washington University, an MBA (4.0 GPA) from the University of Chicago Booth School of Business, and undergraduate honors from Duke University.

Gbola Amusa's questions to Solid Biosciences (SLDB) leadership

Question · Q1 2021

Gbola Amusa from Chardan focused on the noteworthy long-term biopsy data from Patients 4-6, asking for hypotheses on the variability between patients, particularly the lower expression in Patient 4. He also inquired about the biological rationale for the delayed but increased expression kinetics observed over time.

Answer

Chief Scientific Officer Dr. Carl Morris explained that while Patient 4 had lower expression, they still showed positive functional trends, suggesting a potential threshold effect. He hypothesized that increased expression over time could be due to continued protein production stabilizing the muscle. CEO Ilan Ganot highlighted that this long-term data underscores the potential for durability. Dr. Morris further speculated that as muscle health improves, more consistent protein production could occur, and noted patient age could also be a factor.

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