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Leonid Timoshev

Research Analyst at RBC Capital Markets

Leonid Timashev is an Analyst specializing in biotechnology at RBC Capital Markets, where he covers companies such as Exelixis, EWTX, LEGN, and AXSM, consistently providing sector-specific research and ratings. His stock picks have demonstrated a TipRanks success rate of over 56% with a one-year average return reaching 22.9%, including a standout call on EWTX that produced a 536% return. Timashev began his analyst career prior to joining RBC Capital Markets and is currently based in New York, carrying FINRA registration and requisite securities licenses. Recognized for his robust performance metrics and expertise in healthcare and biotechnology sectors, he ranks among leading industry analysts for coverage and integrity.

Leonid Timoshev's questions to Alkermes (ALKS) leadership

Question · Q3 2025

Leonid Timoshev asked about the differences between NT2 and IH populations, the ability to accurately capture them in separate trials, physician diagnostic practices, and the impact on their relative market opportunities.

Answer

Richard Pops, CEO, stated that the full answer will be known after completing both studies, acknowledging potential regional differences in diagnosis. He highlighted the de novo nature of the clinical research for orexin-2 receptor agonists in these populations and the value of phase two data for informing phase three design, noting that patients are currently enrolled without discrimination.

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