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    Karina Rabayeva

    Vice President and Biotech Equity Research Analyst at Truist Securities

    Karina Rabayeva is a Vice President and Biotech Equity Research Analyst at Truist Securities, specializing in coverage of biotechnology companies with a focus on financial analysis and investment strategy. She covers firms such as Mersana Therapeutics and is recognized for in-depth research within the healthcare and biotech sectors, though specific performance metrics or public analyst rankings have not been widely published. Rabayeva began her career as a Healthcare Investment Analyst at Consonance Capital Partners from 2020 to 2021, before joining Truist Securities in late 2021. She holds active FINRA registration as a broker, demonstrating compliance with industry licensing requirements.

    Karina Rabayeva's questions to Summit Therapeutics (SMMT) leadership

    Karina Rabayeva's questions to Summit Therapeutics (SMMT) leadership • Q1 2025

    Question

    Karina Rabayeva, on behalf of Asthika Goonewardene, asked when the Chinese NMPA label for HARMONi-2 would be publicly available, whether the company has seen the OS curves, and if there have been discussions with the FDA about leveraging Project Front-Runner for an accelerated approval for HARMONi-3.

    Answer

    Executive Dave Gancarz explained that the Chinese label release process differs from the U.S. and that the company would defer to its partner Akeso for the release of detailed OS curve data. Regarding regulatory discussions, he declined to comment on the specifics of conversations with the FDA, such as Project Front-Runner, but affirmed that the company's trial designs are aligned with agency feedback.

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    Karina Rabayeva's questions to Summit Therapeutics (SMMT) leadership • Q1 2025

    Question

    Karina Rabayeva, on for Asthika Goonewardene, asked when the Chinese NMPA label for HARMONi-2 would be public, whether Summit has seen the OS curves, and if there have been discussions with the FDA about using Project Front-Runner for HARMONi-3.

    Answer

    Executive Dave Gancarz explained the Chinese label is not published online like in the U.S. but is included with the physical product. He deferred questions on the OS curves to their partner Akeso. Regarding Project Front-Runner, he stated that while Summit has regular FDA discussions, they do not disclose the specific details of those conversations.

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    Karina Rabayeva's questions to Mersana Therapeutics (MRSN) leadership

    Karina Rabayeva's questions to Mersana Therapeutics (MRSN) leadership • Q1 2025

    Question

    Karina Rabayeva, on for Asthika Goonewardene, asked for the specific proportion of patients with B7-H4 expression greater than 70% and whether the ACE inhibitor prophylaxis for proteinuria is initiated preemptively or after symptoms appear.

    Answer

    An executive, likely CEO Dr. Martin Huber, responded that for TNBC, the company is comfortable that the B7-H4 positive population is between 40% and 50%, without specifying a >70% subset. He clarified that under the new protocol amendment, ACE inhibitor prophylaxis is encouraged to be started at the initiation of treatment, unless a patient has a contraindication.

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    Karina Rabayeva's questions to Arcus Biosciences (RCUS) leadership

    Karina Rabayeva's questions to Arcus Biosciences (RCUS) leadership • Q1 2025

    Question

    Karina Rabayeva, on behalf of Asthika Goonewardene, asked if Arcus has plans for additional registrational studies for casdatifan in combination with PD-1s in the frontline setting, beyond the current collaboration with AstraZeneca.

    Answer

    President Juan Jaen stated that no new registrational studies have been disclosed, but highlighted an ongoing cohort in the ARC-20 study combining casdatifan with their own anti-PD-1 antibody, which could inform a future registrational trial. CEO Terry Rosen emphasized their strategy is to conduct early-stage work to validate combinations before committing to large Phase III studies.

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    Karina Rabayeva's questions to COMPUGEN (CGEN) leadership

    Karina Rabayeva's questions to COMPUGEN (CGEN) leadership • Q4 2024

    Question

    Karina Rabayeva inquired about AstraZeneca's new Phase III endometrial study, asking if rilvegostomig would be included, the timing of data clarifying the TIGIT component's efficacy, and which Phase III trial might read out first.

    Answer

    President and CEO Dr. Anat Cohen-Dayag explained that Compugen cannot comment on AstraZeneca's plans beyond public disclosures. She confirmed AstraZeneca expects to share data in 2025 on rilvegostomig combined with ADCs and noted that regarding Phase III timelines, AstraZeneca has only guided to 'beyond '26' without further specifics.

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    Karina Rabayeva's questions to Autolus Therapeutics (AUTL) leadership

    Karina Rabayeva's questions to Autolus Therapeutics (AUTL) leadership • Q3 2024

    Question

    Karina Rabayeva, on behalf of Asthika Goonewardene, questioned obe-cel's efficacy in patients with higher blast counts, differences in patient characteristics compared to the Tecartus label, and the company's confidence in maintaining low out-of-spec rates in a commercial setting.

    Answer

    CEO Christian Itin clarified that high efficacy (85-86% ORR) is seen in patients with tumor burden below 75% at lymphodepletion. He emphasized the trial included an older, higher-risk population, proving robust efficacy and safety. He also expressed high confidence in manufacturing reliability, as commercial specifications were set based on strong clinical trial performance.

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