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    Lili Nsongo

    Senior Equity Research Analyst specializing in genetic medicine and biotechnology at iA Capital Markets

    Lili Nsongo, Ph.D., is a Senior Equity Research Analyst specializing in genetic medicine and biotechnology at Leerink Partners. Nsongo covers companies such as Arcturus Therapeutics, Voyager Therapeutics, and Sensorion SA, with recent analyst ratings including Outperform recommendations for these firms, although her published track record shows a current success rate of 0% and average returns of approximately -40%. She began her role at Leerink Partners by 2024, having developed deep sector expertise, and is recognized internally for her analytical contributions despite limited public data on prior positions or formal industry rankings. Nsongo's professional credentials include a doctoral degree in a relevant scientific field.

    Lili Nsongo's questions to Arcturus Therapeutics Holdings (ARCT) leadership

    Lili Nsongo's questions to Arcturus Therapeutics Holdings (ARCT) leadership • Q2 2025

    Question

    Lili Nsongo of Leerink Partners inquired about the clinical success criteria for the ARCT-032 cystic fibrosis program and the patient mix of modulator-eligible versus non-eligible participants in the ongoing Phase 2 trial.

    Answer

    President and CEO Joseph Payne explained that while a 3% FEV1 improvement is a historical benchmark from modulator trials, the FDA's primary requirement for ARCT-032 is to establish safety, tolerability, and any positive measurable FEV1, given the novel inhaled approach and the high unmet need in the Class 1 patient population. He confirmed that a "strong majority" of the first nine participants are Class 1 or modulator non-responders.

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    Lili Nsongo's questions to Arcturus Therapeutics Holdings (ARCT) leadership • Q1 2025

    Question

    Lili Nsongo of Leerink Partners inquired about the specific changes that enabled the extension of Arcturus's cash runway and asked about the timing and nature of potential milestone payments related to the KOSTAIVE vaccine's approval in the U.K. and U.S.

    Answer

    CFO Andrew Sassine explained that the cash runway was extended to Q1 2028 through prudent but difficult decisions, including cost reductions, elimination of early R&D programs, and facility consolidation. President and CEO Joseph Payne clarified that there are no milestones associated with U.K. or U.S. filings. Sassine added that a milestone exists for the first U.S. commercial sales of KOSTAIVE, but it is not included in their forecast as it is not anticipated until 2028.

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    Lili Nsongo's questions to Arcturus Therapeutics Holdings (ARCT) leadership • Q4 2024

    Question

    Lili Nsongo inquired about the cadence of development milestones from the CSL collaboration, updates on the flu vaccine program, and the potential differentiation of Arcturus's cystic fibrosis (CF) program from its mRNA competitors.

    Answer

    President and CEO Joseph Payne deferred specific flu program guidance to their partner, CSL, but highlighted key differentiators for their CF program, including the proprietary LUNAR lipid nanoparticle technology and unique mRNA molecule design. CFO Andrew Sassine confirmed that milestones from the CSL collaboration will continue, with more details on the European regulatory milestone to be provided in the next quarterly call.

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    Lili Nsongo's questions to Arcturus Therapeutics Holdings (ARCT) leadership • Q3 2024

    Question

    Lili Nsongo inquired about the commercial launch of KOSTAIVE in Japan, seeking details on the launch trajectory and expectations for the upcoming winter season. She also asked for more color on the OTC deficiency study, specifically the number of patients and the type of data expected in the first half of 2025.

    Answer

    CFO Andrew Sassine addressed the KOSTAIVE launch, highlighting partner Meiji's strong position as Japan's #1 flu vaccine company and their public guidance of selling roughly 4.5 million doses. He noted that domestic production at ARCALIS is awaiting PMDA approval, which should enable a full launch by December. CEO Joseph Payne added that the U.S. OTC study will be similar in size to the European one and that data from both will be combined for the H1 2025 readout.

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    Lili Nsongo's questions to Intellia Therapeutics (NTLA) leadership

    Lili Nsongo's questions to Intellia Therapeutics (NTLA) leadership • Q2 2025

    Question

    Lili Nsongo of Leerink Partners inquired about the target proportion of patients on stabilizers in the expanded ATTR-CM study, MAGNITUDE, and whether this was intended to ensure the trial is powered to show a combination benefit.

    Answer

    President and CEO John Leonard clarified that Intellia does not set a specific target for stabilizer use but anticipates it could be around 70%, reflecting the evolving standard of care. He confirmed the study expansion to 1,200 patients is designed to provide a more robust dataset and ensure a highly statistically significant finding for the combination of Nexi with stabilizers, which they view as a key commercial differentiator.

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    Lili Nsongo's questions to Voyager Therapeutics (VYGR) leadership

    Lili Nsongo's questions to Voyager Therapeutics (VYGR) leadership • Q4 2024

    Question

    Lili Nsongo asked for a preclinical comparison of Voyager's two tau-targeting approaches (antibody vs. gene therapy) and requested details on the multiple ascending dose (MAD) study design for the antibody, particularly how it was informed by recent data from UCB's bepranemab.

    Answer

    CSO Dr. Todd Carter noted that both approaches show preclinical efficacy, with the antibody targeting a specific C-terminal epitope and the knockdown approach having a dual mechanism. CMO Dr. Toby Ferguson explained the MAD study design was adjusted based on bepranemab data to focus on earlier-stage Alzheimer's patients with lower tau burden. CEO Dr. Al Sandrock added they plan to push to high doses to robustly assess the impact on tau PET.

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    Lili Nsongo's questions to Voyager Therapeutics (VYGR) leadership • Q3 2024

    Question

    Lili Nsongo asked if Voyager plans to test other previously developed C-terminal antibodies to further validate its preclinical model, and whether the UCB data might compel Voyager to use a more targeted patient population in its initial inpatient study for VY7523. She also asked for more specific timing on the inpatient study design.

    Answer

    CEO Dr. Alfred Sandrock said he would be interested in testing another failed antibody in their model, particularly if it targeted a different epitope than the N-terminus. He also confirmed they are very open to using a more stringent, targeted patient population to potentially boost the efficacy signal, noting the interesting subgroup data from the bepranemab trial. Chief Medical Officer Dr. Toby Ferguson stated that details on the multiple ascending dose study design would be shared closer to the trial's start next year.

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