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    Hang Hu

    Vice President and Equity Research Analyst at Barclays

    Hang Hu is a Vice President and Equity Research Analyst at Barclays, specializing in Asian Technology, Media, and Telecom companies. He covers a selection of leading firms across the technology and internet sectors, providing in-depth analysis and actionable investment recommendations. With a background that includes prior experience at JPMorgan and advanced quantitative training, Hang Hu has developed a reputation for insightful coverage and data-driven research. He holds relevant securities licenses and is recognized for his strong analytical approach and sector expertise in equity research.

    Hang Hu's questions to Intellia Therapeutics (NTLA) leadership

    Hang Hu's questions to Intellia Therapeutics (NTLA) leadership • Q2 2025

    Question

    On behalf of Gena Wang at Barclays, Hang Hu asked for an explanation of how the company's cash runway guidance remains unchanged despite the significant expansion of the MAGNITUDE clinical trial.

    Answer

    CEO John Leonard attributed this to conservative financial planning. EVP & CFO Edward Dulac elaborated that the potential for increased enrollment was factored into their long-range scenario planning. He stated the recent decision to expand to 1,200 patients represented an immaterial cost increase within their three-year plan, which can be absorbed without impacting cash runway or net cash burn guidance.

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    Hang Hu's questions to Vir Biotechnology (VIR) leadership

    Hang Hu's questions to Vir Biotechnology (VIR) leadership • Q4 2024

    Question

    Hang Hu of Barclays inquired about the cleavage mechanism and efficiency of the cleavable linkers in Vir's T-cell engagers and asked for an update on the necessary steps and enrollment timeline for the ECLIPSE registrational study in Hepatitis Delta (HDV).

    Answer

    Dr. Mika Derynck, EVP of Oncology, explained that clinical activity in both HER2 and PSMA programs suggests efficient, tumor-specific cleavage of the dual masks, referencing the approved drug ALTUVIIIO which uses the same technology. Dr. Mark Eisner, Chief Medical Officer, stated that the ECLIPSE HDV program is on track to initiate in the first half of the year, with the team working urgently to get the trials running, citing high unmet need and compelling Phase II data as drivers for efficient recruitment.

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