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    Kaiyue Yang

    Vice President and Equity Research Analyst at Jefferies

    Kaiyue Yang is a Vice President and Equity Research Analyst at Jefferies, specializing in Transportation and Logistics sectors with a focus on shipping, freight, and related industries. She covers companies such as United Parcel Service (UPS), FedEx, Maersk, and XPO Logistics, and has demonstrated a strong performance track record, ranking among the notable analysts on industry platforms with a success rate above 65% and generating above-average returns on her recommendations. Kaiyue began her equity research career after earning her finance degree, holding prior roles at other major investment banks before joining Jefferies in 2020. She is registered with FINRA and holds multiple securities licenses, including Series 7 and Series 63, establishing her credentials as a trusted industry expert.

    Kaiyue Yang's questions to Invivyd (IVVD) leadership

    Kaiyue Yang's questions to Invivyd (IVVD) leadership • Q1 2025

    Question

    Kaiyue Yang of Jefferies inquired about Invivyd's recent interactions with the FDA regarding the EUA pathway for COVID-19 prevention and treatment, the use of surrogate endpoints, and the specific headwinds that impacted Q1 sales, as well as the company's confidence in a Q2 rebound.

    Answer

    Marc Elia, Chairman, stated a preference to move beyond the EUA construct towards a BLA, leveraging their unique contemporary efficacy data and expressing confidence in SBNA titers as a validated surrogate endpoint. Timothy Lee, CCO, attributed the Q1 sales dip to the transition to an in-house sales force, a short-term disruption. He expressed confidence for Q2 based on strong early metrics, including record sales days and weeks, and a significant expansion of infusion sites to over 880.

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    Kaiyue Yang's questions to Schrodinger (SDGR) leadership

    Kaiyue Yang's questions to Schrodinger (SDGR) leadership • Q4 2024

    Question

    Kaiyue Yang, on behalf of Michael Yee, inquired about the assumptions behind the 2025 drug discovery revenue guidance, specifically the contribution from the Novartis partnership, and asked for updated thoughts on the competitive landscape for the MALT1 program.

    Answer

    CFO Geoffrey Porges explained that the forecasted increase in drug discovery revenue is broad-based, stemming from the Novartis collaboration amortization as well as expanded programs with Lilly and Otsuka. President of R&D, Therapeutics, Karen Akinsanya, stated that for the MALT1 program, the primary focus is on defining the profile of their own molecule, SGR-1505, with initial data expected in Q2.

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