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Kostas Theodoslou

Managing Director and Senior Research Analyst at Oppenheimer

Kostas Theodoslou is a Managing Director and Senior Research Analyst at Oppenheimer & Co., specializing in airlines and transportation sectors. He covers specific companies including Delta Air Lines, United Airlines, American Airlines, Southwest Airlines, Alaska Air Group, JetBlue Airways, and Allegiant Travel, with a strong performance track record featuring a 62% success rate and average return of 18.2% per rating on TipRanks, ranking him in the top 10% of analysts covering airlines. Theodoslou began his Wall Street career at Credit Suisse in 2004 as an airline analyst, later held positions at UBS and CRT Capital, and joined Oppenheimer in 2013 to lead their transportation research. He holds FINRA Series 7, 63, and 86/87 licenses, along with a CFA designation.

Kostas Theodoslou's questions to ALNYLAM PHARMACEUTICALS (ALNY) leadership

Question · Q4 2025

Kostas Theodoslou asked about potential seasonality observed in Q4, specifically if patients deferred injections due to holidays, and whether this could create a tailwind for Q1 2026.

Answer

Chief Commercial Officer Tolga Tanguler advised focusing on the robust long-term quarterly growth trend of the category (40%+ over several years) rather than monthly fluctuations. He acknowledged typical industry seasonality in Q1 but stated it is not impacting the underlying momentum of the category.

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Question · Q4 2025

Kostas Theodoslou asked about potential seasonality observed in Q4, specifically if patients deferred injections due to holidays, and whether this could create a tailwind for Q1 2026.

Answer

Yvonne Greenstreet, CEO, and Tolga Tanguler, Chief Commercial Officer, acknowledged that Q1 typically experiences industry-wide seasonality. They emphasized that while quarterly growth fluctuates, the long-term category trend has shown robust and sustained growth (over 40% annually), and current seasonality is not impacting the underlying momentum.

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