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    Jiayi He • Barclays

    Jiayi He is a Vice President and Equity Research Analyst at Barclays, specializing in the coverage of the US industrials sector with a focus on environmental services and waste management companies such as Waste Management, Republic Services, and Stericycle. With a strong track record in stock picking, Jiayi He is recognized on platforms like TipRanks for maintaining a success rate above 60% and generating notable average returns for investors through well-researched recommendations. Since joining Barclays in 2019, she has leveraged previous experience at UBS and Macquarie Group to deliver in-depth company analyses and market insights. Jiayi He holds FINRA Series 7, 63, and 86/87 licenses, affirming her professional credentials and regulatory compliance within the financial industry.

    Jiayi He's questions to Puma Biotechnology Inc (PBYI) leadership

    Jiayi He's questions to Puma Biotechnology Inc (PBYI) leadership • Q3 2024

    Question

    Asked about the timeline and specifics for the ALISCA-Breast1 interim data, the reason for a perceived delay, and the efficacy benchmark for the trial.

    Answer

    The executive clarified that the ALISCA-Breast1 trial has not yet started enrollment, so a data timeline is not available. He corrected the analyst, stating the Q4 2024 data update guidance was for the ALISCA-Lung trial (which was just provided), not the breast cancer trial. He explained the difficulty in setting a benchmark due to the novel biomarker-driven approach, referencing the biomarker success seen in previous lung cancer studies as the rationale.

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    Jiayi He's questions to Puma Biotechnology Inc (PBYI) leadership • Q3 2024

    Question

    Jiayi He, on behalf of Gena Wang, asked for more details on the ALISCA-Breast1 trial, including the timeline for an interim readout, the reason for a perceived postponement to 2025, and the relevant efficacy benchmarks for the study.

    Answer

    CEO Alan Auerbach clarified that the ALISCA-Breast1 trial has not yet begun enrollment, so it is premature to set a data readout timeline. He corrected the premise of the question, stating that the Q4 2024 data update mentioned previously was for the ALISCA-Lung trial, which was provided on the current call. Regarding benchmarks, he explained that a direct comparison is difficult due to the novel biomarker-driven approach. He hypothesized that the better activity seen in chemotherapy-resistant patients in the lung trial is correlated with a higher prevalence of key biomarkers like RB1 mutations and MYC gains in that subgroup.

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