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Hoyanon

Director and Equity Analyst at UBS

Hoyanon is a Director and Equity Analyst at UBS, specializing in the financial services sector with a focus on European banking institutions such as Barclays, HSBC, Lloyds Banking Group, and Santander. With a reputation for delivering insightful research and actionable investment recommendations, Hoyanon has achieved consistently above-average success rates on platforms like TipRanks, earning positive recognition for both accuracy and returns generated from stock calls. Beginning their career in 2011 at Citi as an Associate Analyst, Hoyanon transitioned to UBS in 2016, steadily progressing to their current leadership position. Hoyanon holds FINRA Series 7 and Series 63 licenses and is a CFA charterholder, recognized for rigorous analysis and industry expertise.

Hoyanon's questions to Alkermes (ALKS) leadership

Question · Q3 2025

Hoyanon inquired about narcolepsy type two patients' hypersensitivity to exogenous orexin and the evidence suggesting lower hypersensitivity in NT2 patients compared to NT1.

Answer

Richard Pops, CEO, clarified that NT2 patients are less sensitive, not hypersensitive, to exogenous orexin-2 receptor agonists. He explained that NT1 patients, due to orexin deficiency, show significant efficacy at lower doses, while NT2 patients require and tolerate higher doses, indicating a dose response curve shift to the right.

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