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    Joshua Fleishman

    Biotech Equity Research Associate at Cowen and Company, LLC

    Joshua Fleishman is a Biotech Equity Research Associate at Cowen and Company, specializing in biotechnology sector coverage. He supports research efforts focused on companies within the biotech industry, providing analysis and insights for institutional clients, though quantitative performance metrics and specific rankings are not publicly available. His career at Cowen and Company began in the research associate role, and information about previous firms or detailed professional performance is not disclosed. Fleishman's professional credentials, including FINRA registration or securities licenses, are not listed in available public sources.

    Joshua Fleishman's questions to SANGAMO THERAPEUTICS (SGMO) leadership

    Joshua Fleishman's questions to SANGAMO THERAPEUTICS (SGMO) leadership • Q2 2025

    Question

    Joshua Fleishman from Cowen and Company, LLC asked for Sangamo's perspective on how their Nav1.7-targeted therapy, ST-503, will compare to recent small molecule Nav1.8 inhibitors and whether recent trial outcomes for Nav1.8 have affected their conviction in Nav1.7 as a target.

    Answer

    CEO Sandy Macrae responded that the company is now even more convinced that Nav1.7 is the correct target. He cited evidence from spontaneous human mutations where Nav1.7 mutations lead to a complete lack of pain, a stronger signal than that seen with Nav1.8 mutations. Macrae expressed confidence in their approach and looks forward to generating data from the dose-ranging study.

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    Joshua Fleishman's questions to Krystal Biotech (KRYS) leadership

    Joshua Fleishman's questions to Krystal Biotech (KRYS) leadership • Q2 2025

    Question

    Joshua Fleishman of TD Cowen asked how patient drug holidays might affect the goal of 720 U.S. patients initiating VYJUVEC and questioned the pricing strategy for the European market.

    Answer

    Chairman & CEO Krish Krishnan stated they are on track for the 720-patient number but are a quarter or two behind schedule, now expecting it early next year. SVP & GM for Europe Laurent Goux explained that Germany allows free pricing for the first 12 months, and HTA discussions are proceeding as planned in other key countries.

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    Joshua Fleishman's questions to AMICUS THERAPEUTICS (FOLD) leadership

    Joshua Fleishman's questions to AMICUS THERAPEUTICS (FOLD) leadership • Q2 2025

    Question

    Joshua Fleishman of TD Cowen posed a multi-part question covering the timeline for the new U.S. manufacturing process, pipeline expansion priorities, Pombility/OpFolda launch expectations as more patients on Nexviazyme reach the two-year reevaluation mark, and the current reimbursement status.

    Answer

    Chief Business Officer Sébastien Martel noted progress on the U.S. drug product facility with Sharp but did not provide specific timelines. President and CEO Bradley Campbell added that reimbursement is proceeding well, with preferred status in key markets like the Netherlands. He confirmed patient switches from Nexviazyme are occurring relative to market share and that future pipeline expansion will focus on late-stage, de-risked assets similar to DMX200.

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