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    Leonid Timmasheev

    Research Analyst at RBC Capital Markets

    Leonid Timashev is an Equity Analyst at RBC Capital Markets, specializing in U.S. biotechnology and pharmaceutical stocks. He covers companies such as CorMedix, Legend Biotech, Edgewise Therapeutics, Biohaven Pharmaceutical, and NewAmsterdam Pharma, and his recommendations have achieved a recent TipRanks success rate of 53.8% with an average annual return of 8.3%. Timashev began his career after earning degrees from Cornell University and The Rockefeller University, joining RBC in 2022 following doctoral completion in 2019. He is FINRA-registered and currently licensed as a broker, recognized for delivering actionable insights in the life sciences sector.

    Leonid Timmasheev's questions to Verastem (VSTM) leadership

    Leonid Timmasheev's questions to Verastem (VSTM) leadership • Q2 2025

    Question

    Anish Nikhanj, on behalf of Leonid Timmasheev, asked how the launch curve for AvmapKefaxin Jakobak might evolve with the switch from specialty pharmacies to broader specialty distributors, and requested early details on the patient mix based on prior lines of therapy.

    Answer

    President and CEO Dan Paterson suggested that with the full distribution network and publications now in place, they should see an acceleration, though it will be a steady uptick rather than a large bolus. COO Matthew Ros added that the patient mix includes those with multiple prior therapies as well as patients at their first recurrence, which is consistent with both pre-launch market research and the RAMP-201 trial population.

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