Vice President and Equity Research Analyst at Jefferies
Jose Lora is a Vice President and Equity Research Analyst at Jefferies, specializing in U.S. industrials and multi-industry coverage. He focuses on companies such as Honeywell, Emerson Electric, and Illinois Tool Works, with a proven record of detailed sector analysis and investment recommendations. Lora began his career in finance with analyst roles at prominent firms and has held his current position at Jefferies since the early 2020s, building an excellent reputation for thorough research and client advisement. He holds FINRA Series 7 and Series 63 registrations, establishing his professional credentials within the securities industry.
Jose Lora asked about reimbursement pushbacks, market capture in different severity segments, and a clinical utility trial.
CEO Jan Mikkelsen discussed the lack of reimbursement criteria based on disease severity and the focus on overall patient benefit.
Jose Lora of Jefferies inquired about the anticipated uptake curve for ZYNRELEF following the FDA approval of the Vial Access Needle (VAN) and the expected mix of new versus existing customers.
CEO Craig Collard explained that the VAN will launch by the first week of December. The rollout strategy involves starting with a few key accounts to ensure a smooth process, then targeting previous users who discontinued ZYNRELEF due to preparation difficulties, and finally engaging new accounts identified through the CrossLink partnership. Collard emphasized that the VAN addresses a significant, long-standing issue with preparation time and sterility, creating strong potential for adoption.