Director and Senior Equity Analyst at Wells Fargo
Eric Kwan is a Director and Senior Equity Analyst at Wells Fargo Securities, specializing in insurance sector research with coverage of key companies such as MetLife, Prudential, Lincoln Financial, and Principal Financial Group. Noted for his rigorous fundamental analysis, Kwan maintains a solid performance track record with a success rate near 70% and has received Top Analyst recognition on platforms like TipRanks, delivering above-average returns for his recommendations. He joined Wells Fargo in 2010 after previous experience at Merrill Lynch and holds FINRA Series 7, 63, and 86/87 licenses. His expertise has positioned him as a trusted resource for institutional investors seeking deep insights into the insurance industry.
Asked for the number of patients who have started the hydroxyurea washout period and for details on the current manufacturing capacity for LYFGENIA and if future investment is needed.
The company declined to provide data on the number of patients in the washout period. They confirmed they have a robust and scalable supply chain for LYFGENIA that can be increased to match demand.