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    Jenny

    Director and Equity Research Analyst at Truist Securities

    Jenny Xie is a Director and Equity Research Analyst at Truist Securities, specializing in Biotechnology equity research with coverage across innovative pharmaceutical and biotechnology companies such as Argenx, Blueprint Medicines, Beam Therapeutics, and Replimune. She has established a reputation for insightful analysis and successful investment recommendations, achieving high rankings on platforms like TipRanks with a success rate near 55% and an average annualized return of over 10% per rating. Jenny began her career at Credit Suisse as a Healthcare Investment Banking Analyst before moving to Leerink Partners in 2017, later joining Truist Securities in 2020. She holds FINRA Series 7 and 63 licenses and is recognized for her strong technical background and impact in the life sciences investment sector.

    Jenny's questions to Doximity (DOCS) leadership

    Jenny's questions to Doximity (DOCS) leadership • Q1 2026

    Question

    Jenny, on for Jalindra Singh at Truist Securities, asked about spending differences among pharma clients, the impact of upcoming LOEs, and if stable spending from mid-sized companies was driving SMB momentum.

    Answer

    CFO Anna Bryson noted broad-based strength across all pharma segments. She identified new drugs launching with a 'digital-first' strategy as a more significant tailwind than LOE-related spending. She confirmed that mid-tier and SMB clients have 'come roaring back' in the last 6-9 months. VP of IR Perry Gold added that SMBs are increasingly aware of digital's critical role in commercialization.

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