Sign in
Josh

Josh

Vice President and Equity Research Analyst at Barclays

London, GB

Josh Charles is a Vice President and Equity Research Analyst at Barclays, specializing in U.S. supermarkets, food distributors, and consumer retail sectors. He covers major companies including Kroger, Walmart, Costco, SpartanNash, and United Natural Foods, consistently ranking as a top analyst for stock selection accuracy and generating above-average returns for investor portfolios, with a success rate of approximately 68% and a four-star rating on TipRanks. Josh began his career at J.P. Morgan in 2014 as an Analyst, joined Barclays in 2018, and has since advanced to his current VP role, demonstrating strong expertise in equity research. He holds FINRA Series 7, 63, and 86/87 licenses, and has been recognized for his insightful industry commentary and client engagement.

Josh's questions to ABEONA THERAPEUTICS (ABEO) leadership

Question · Q3 2025

Josh inquired about the current lead time between receiving ZEVASKYN Product Order Forms (ZPOFs) and initial patient identification efforts, and whether this lead time is expected to decrease as patient demand grows.

Answer

Chief Commercial Officer Madhav Vasanthavada stated that the lead time is expected to decrease over time, noting that some patients with ZPOFs received months ago are now scheduled for biopsy. He mentioned that the process was about three months from patient identification to prior authorization on the Q2 call. CEO Vishwas Seshadri added that the recent publication of payer policies should help reduce future lead times by eliminating the need for exceptions. Madhav Vasanthavada emphasized that the company's experienced team and payer receptivity are also contributing to process streamlining.

Ask follow-up questions

Fintool

Fintool can predict ABEONA THERAPEUTICS logo ABEO's earnings beat/miss a week before the call

Question · Q3 2025

Josh (Stifel) sought insight into the current lead time between receiving ZEVASKYN Product Order Forms (ZPOFs) and initial patient identification efforts, and whether this lead time is expected to decrease as patient demand grows.

Answer

Madhav Vasanthavada (Chief Commercial Officer, Abeona) indicated that the lead time is expected to decrease over time, noting that some ZPOF patients received months ago are now scheduled for biopsy. He mentioned that the process, previously estimated at about three months from patient identification to prior authorization, should shorten as payer policies are now in place and centers gain more experience. Vishwas Seshadri (CEO, Abeona) added that the recent publication of payer policies, which were not available for the very first patients, should help reduce future lead times by eliminating the need for exceptions.

Ask follow-up questions

Fintool

Fintool can write a report on ABEONA THERAPEUTICS logo ABEO's next earnings in your company's style and formatting

Josh's questions to DANA (DAN) leadership

Question · Q3 2025

Josh asked how to bridge the Q4 2025 margin into 2026, seeking clarity on main drivers and any unusual factors. He also inquired about the impact of key platform volumes and a richer mix towards off-road performance trims on Dana's powertrain changes.

Answer

Senior Vice President and CFO Timothy Kraus clarified that the Q4 run rate is highly indicative of the 10-10.5% margin target for 2026, driven by the full run rate of $310 million in cost savings and the removal of stranded costs. He emphasized that achieving the 2026 target is not expected to be difficult. Mr. Kraus also noted that a richer mix towards models like the Jeep Wrangler Rubicon and Bronco, along with increased Super Duty production, benefits Dana due to higher content and larger axles.

Ask follow-up questions

Fintool

Fintool can predict DANA logo DAN's earnings beat/miss a week before the call