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    Justin Smith

    Senior Analyst specializing in European Biopharmaceuticals at Bernstein

    Justin Smith is a Senior Analyst specializing in European Biopharmaceuticals at Bernstein, bringing 25 years of equity research experience primarily focused on the healthcare sector. He covers major companies including argenx, Bristol-Myers Squibb, and a diverse set of 19 healthcare stocks across both European and U.S. markets, consistently delivering analyst performance metrics such as a 50% success rate and an average return of 4.2% per rating according to TipRanks. Smith began his career in equity research in the late 1990s and has held senior research roles prior to joining Bernstein, demonstrating deep sector expertise. He is professionally credentialed and actively follows regulations required for equity research analysts covering global healthcare firms.

    Justin Smith's questions to ASTRAZENECA (AZN) leadership

    Justin Smith's questions to ASTRAZENECA (AZN) leadership • Q1 2025

    Question

    Justin Smith requested more color on the increased competition for Ultomiris, asking if it was price-related and how it aligns with competitors' views that innovation should expand the market.

    Answer

    EVP, Rare Disease, Marc Dunoyer clarified that the competition for Ultomiris comes primarily from novel medicines with different mechanisms of action, not biosimilars or price pressure. He agreed that innovation is expanding the myasthenia gravis market, where Ultomiris holds a key position, but other novel therapies are also attracting patients new to branded treatments.

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    Justin Smith's questions to 374Water (SCWO) leadership

    Justin Smith's questions to 374Water (SCWO) leadership • Q3 2024

    Question

    Inquired about the operational details at the Orlando facility, including the types of testing, the status of customer demonstrations, and key metrics for customers. Also asked about the timeline for the Orange County Sanitation unit's shipment.

    Answer

    The executive confirmed the Orlando facility is fully operational, currently focusing on biosolids processing while also conducting customer demonstrations. Customers are focused on system stability and the complete destruction of waste, particularly hard-to-destroy short-chain PFAS. The Orange County unit will be shipped after a one-day factory acceptance test.

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