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Greg Silvanouve

Vice President and Equity Research Analyst at Mizuho Securities USA LLC

Greg Silvanouve is a Vice President and Equity Research Analyst at Mizuho, specializing in U.S. software and cloud infrastructure companies. He provides research coverage on leading firms such as Salesforce, ServiceNow, Workday, Atlassian, and Twilio, with a proven track record of delivering actionable investment insights and achieving above-average performance on his stock recommendations. Silvanouve began his financial career in the early 2010s, with previous roles at J.P. Morgan and Jefferies before joining Mizuho in 2018 as part of their expanding technology research team. He holds FINRA Series 7, 63, and 86/87 licenses and has been recognized by institutional investors for the depth and accuracy of his industry analysis.

Greg Silvanouve's questions to INSMED (INSM) leadership

Question · Q4 2025

Greg Silvanouve asked for clarification on the additional BRINSUPRI opportunity involving 32 million COPD and asthma patients, specifically whether a clinical study is needed or how physicians can prescribe the medicine (off-label vs. on-label) to this population.

Answer

Will Lewis, Chair and CEO, clarified that Insmed is focused 'on label exclusively.' He explained that if an exacerbating COPD or asthma patient undergoes a CT scan and receives a definitive diagnosis of bronchiectasis from a pulmonologist, they become 'on label' for BRINSUPRI. He emphasized education efforts to raise suspicion among physicians and identify these patients who could benefit from an on-label prescription.

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Fintool

Fintool can predict INSMED logo INSM's earnings beat/miss a week before the call

Greg Silvanouve's questions to EyePoint (EYPT) leadership

Question · Q2 2025

Sam on behalf of Greg Silvanouve at Mizuho asked about the physician feedback received at the recent ASRS meeting and what incremental data to expect from the full end-of-study VORONNA data presentation in September.

Answer

CEO Jay Duker described the feedback at ASRS as 'incredible' and 'positive,' with physicians excited about the new mechanism of action and the potential for a true six-month treatment extension. CMO Ramiro Ribeiro stated that the upcoming VORONNA presentation will build on previously shared data regarding BCVA, CST, and treatment burden, but did not disclose further specifics ahead of the meeting.

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Fintool can predict EyePoint logo EYPT's earnings beat/miss a week before the call