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Jayed Momin

Director and Equity Research Analyst at Stifel Financial Corp.

Jayed Momin is a Director and Equity Research Analyst at Stifel Financial Corp., specializing in food, beverage, and tobacco sector research with detailed coverage of companies such as Mondelez International, Kellogg, Conagra Brands, and Kraft Heinz. He is recognized for providing thorough fundamental analysis and investment insights, and his research has been noted for its quality in identifying key sector trends, leading to strong ratings across buy-side clients and platforms like TipRanks, where he consistently maintains a positive success rate and average return above sector peers. Jayed began his career with research roles at Susquehanna International Group and Jefferies before joining Stifel in 2019, where he deepened his coverage in consumer staples. He holds FINRA Series 7, 63, 86, and 87 licenses, demonstrating strong regulatory and analytical credentials in his field.

Jayed Momin's questions to Mineralys Therapeutics (MLYS) leadership

Jayed Momin's questions to Mineralys Therapeutics (MLYS) leadership • Q2 2025

Question

Jayed Momin, on for Annabel Samimy at Stifel, inquired about the commercial launch strategy, preparations for the pre-NDA meeting with the FDA, and any potential counter-detailing plans against competitors.

Answer

CEO Jon Congleton explained that it is too early to detail commercial strategy, as the current focus is on payer value proposition and medical affairs. He expressed confidence in the comprehensive data package for the pre-NDA meeting, which covers diverse patient populations. Regarding competitors, he stated they will await the full data release before making any comparisons or formulating specific messaging.

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Jayed Momin's questions to Altimmune (ALT) leadership

Jayed Momin's questions to Altimmune (ALT) leadership • Q2 2025

Question

Jayed Momin of Stifel Financial Corp. inquired about Altimmune's strategy for leveraging non-invasive tests (NITs) and PathAI analysis for its NASH program, given the 24-week fibrosis data did not reach statistical significance. He also asked for the rationale behind testing only the 2.4mg dose in the new AUD and ALD trials.

Answer

Chief Medical Officer Dr. M. Scott Harris explained that there is growing acceptance of NITs and that longer, larger Phase 3 trials are expected to demonstrate statistical significance on fibrosis. CEO Dr. Vipin Garg added that the 24-week readout was early. Regarding the AUD/ALD trials, Dr. Harris stated that testing the most efficacious dose in Phase 2 is appropriate, with the potential to explore other doses in Phase 3.

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