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    Jay Olsen

    Managing Director and Senior Analyst at Oppenheimer & Co. Inc.

    Jay Olson is a Managing Director and Senior Analyst at Oppenheimer & Co. Inc., specializing in biotechnology equity research with extensive coverage of companies such as Biogen (BIIB), Neurocrine Biosciences (NBIX), Amgen (AMGN), and Viking Therapeutics (VKTX). Known for a data-driven approach, Olson has issued over 240 ratings with a success rate around 40% and an average return per transaction of approximately 8%, achieving standout calls like a 707% return on VKTX. He began his Wall Street career after 18 years in the pharmaceutical industry, primarily at Pfizer, then spent four years each at Sanford Bernstein and Goldman Sachs before joining Oppenheimer, consistently focusing on large and small/mid-cap pharma sectors. Olson holds an MBA in Finance and an MS in Chemical Engineering from MIT, a BS from Tufts University, is a CFA charterholder, and is FINRA-registered.

    Jay Olsen's questions to Revolution Medicines (RVMD) leadership

    Jay Olsen's questions to Revolution Medicines (RVMD) leadership • Q2 2025

    Question

    Jay Olsen of Oppenheimer & Co. Inc. asked about the clinical collaboration with Summit Therapeutics, specifically how the company will prioritize the three planned combinations of its RasOn inhibitors with ivonesumab and in which tumor types. He also asked if the diraxonrasib plus ivonesumab combination could be an ideal regimen in first-line non-small cell lung cancer (NSCLC).

    Answer

    CEO Mark Goldsmith stated that it was too early to outline specific prioritization beyond initial dose escalation studies across a variety of solid tumors. He noted the company remains committed to its work with pembrolizumab in parallel. While calling it 'ideal' is a high bar, he acknowledged the combination has the potential to have a differentiated impact and become a new standard of care, pending data.

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