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    Len Yaffe

    manager at Stoc Doc Partners

    Len Yaffe is Managing Director and Chief Executive Officer of Stoc*Doc Partners, a healthcare hedge fund that focuses on investments in innovative medical technologies and pharmaceuticals, with a particular emphasis on immunotherapy, metabolic disease, regenerative medicine, gene therapy, and less invasive surgeries. He is known for covering leading biotech companies such as Amgen and Regeneron, especially in relation to breakthrough therapies like PCSK9 inhibitors, and is recognized for his early identification of industry-disruptive trends, though specific portfolio performance metrics are not publicly available. Yaffe began his Wall Street career at Montgomery Securities in San Francisco, where he established a reputation as a top analyst in pharmaceuticals, medical devices, and drug distribution, before founding Stoc*Doc Partners in 2003 after more than 30 years of healthcare sector analysis. A licensed medical doctor, he is also involved with the Stanford University Medical School SPARK program and is a manager at Kessef Capital Management LLC, though no specific FINRA or securities license details have been publicly disclosed.

    Len Yaffe's questions to EYEN leadership

    Len Yaffe's questions to EYEN leadership • Q3 2024

    Question

    Asked about the specific advantages of the Optejet device for pediatric use with MicroPine and the timeline for when the public would be informed of the top-line data, given the company's cash position.

    Answer

    Optejet's advantages in pediatrics include ease of self-administration, lower systemic drug exposure, better topical tolerability, and built-in compliance monitoring. Regarding the data timeline, the independent committee's go/no-go decision will be announced publicly within a day of receipt. The full top-line data analysis will take several more weeks but will be released within the same quarter.

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