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    Lucy-Emma Codrington-Bartlett

    Research Analyst at Jefferies Financial Group Inc.

    Lucy-Emma Codrington-Bartlett is an Equity Analyst at Jefferies Financial Group Inc., specializing in the biopharmaceutical and healthcare sectors. She covers companies such as Galapagos NV and ERYTECH Pharma, actively participating in earnings calls and analyzing clinical trial data for products in oncology and autoimmune indications. Codrington-Bartlett has been with Jefferies since at least 2019, with a focus on advanced clinical research developments, and is recognized for her incisive questioning and detailed understanding of pharmaceutical trial metrics. Her professional credentials are not specified in public sources, but as an equity analyst at a major financial firm, she is likely to hold relevant industry registrations and certifications.

    Lucy-Emma Codrington-Bartlett's questions to Zealand Pharma A/S/ADR (ZLDPF) leadership

    Lucy-Emma Codrington-Bartlett's questions to Zealand Pharma A/S/ADR (ZLDPF) leadership • Q3 2024

    Question

    Lucy-Emma Codrington-Bartlett inquired about the petrelintide Phase IIb trial design, specifically the dose arms and Phase III intentions. She also asked about potential taste aversion side effects and sought clarification on the dasiglucagon filing timeline and its potential impact on glepaglutide.

    Answer

    CEO Adam Steensberg and Chief Medical Officer David Kendall responded. Dr. Kendall clarified the Phase IIb trial uses five distinct maximal doses with a similar titration scheme, keeping the option for multiple doses in Phase III open. He stated that taste aversion has not been observed with petrelintide and is likely linked to CGRP receptor activity, which their molecule lacks. Mr. Steensberg confirmed the dasiglucagon data analysis is complete, and they are awaiting a regulatory update on the third-party manufacturer, expressing confidence it will not delay glepaglutide.

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    Lucy-Emma Codrington-Bartlett's questions to Zealand Pharma A/S/ADR (ZLDPF) leadership • Q3 2024

    Question

    Lucy-Emma Codrington-Bartlett inquired about the design of the petrelintide Phase IIb trial, specifically the dose arms and Phase III intentions. She also asked about potential taste aversion side effects seen in competitor amylin assets and sought clarification on the dasiglucagon filing delay and any potential impact on glepaglutide's approval.

    Answer

    President and CEO Adam Steensberg confirmed that data analysis for the dasiglucagon submission is complete and the company feels comfortable that the third-party manufacturing issue, which he described as a timing problem, will be resolved without impacting glepaglutide. Chief Medical Officer David Kendall clarified the Phase IIb trial uses different maximal doses with similar titration schemes. He also stated that taste aversion has not been observed with petrelintide and is likely linked to CGRP receptor activity, which their molecule lacks, rather than calcitonin activity.

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    Lucy-Emma Codrington-Bartlett's questions to Nanobiotix (NBTX) leadership

    Lucy-Emma Codrington-Bartlett's questions to Nanobiotix (NBTX) leadership • Q1 2024

    Question

    Lucy-Emma Codrington-Bartlett of Jefferies asked about the expected timing for the NANORAY-312 sponsorship transfer to Janssen, whether Janssen would then assume trial financing, and the company's confidence in completing recruitment by the first half of 2026.

    Answer

    Co-Founder and CEO Laurent Levy responded that the sponsorship transfer process has just begun but is intended to be completed well before the interim readout. He noted the financial impact is currently considered neutral for Nanobiotix but could become positive. Levy expressed high confidence in meeting the H1 2026 recruitment target, calling it a conservative estimate, and suggested the interim readout could occur almost concurrently with the last patient enrollment. New indication trials would be considered after the transfer is complete and additional funding is secured.

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    Lucy-Emma Codrington-Bartlett's questions to Nanobiotix (NBTX) leadership • FY 2023

    Question

    Lucy-Emma Codrington-Bartlett of Jefferies asked about the start date for the Janssen-led lung cancer trial, the decision-making process for new indications with Janssen and MD Anderson, the specifics of the in-kind funding for NANORAY-312, and confidence in the mid-2025 readout timeline given the current cash runway.

    Answer

    CEO Laurent Levy stated that Nanobiotix works with Johnson & Johnson daily on priorities including the lung cancer program, but could not provide a specific start date. CFO Bart Van Rhijn clarified that the in-kind contribution from J&J is funded from their P&L and does not impact Nanobiotix's cash runway, though it will accelerate the study. Laurent Levy reaffirmed the mid-2025 timeline for the NANORAY-312 interim analysis, and Bart Van Rhijn noted the cash runway extends into Q3 2025, hinting that future milestone payments from the J&J deal are expected at key inflection points to support ongoing finances.

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    Lucy-Emma Codrington-Bartlett's questions to Inventiva (IVA) leadership

    Lucy-Emma Codrington-Bartlett's questions to Inventiva (IVA) leadership • Q4 2021

    Question

    Lucy-Emma Codrington-Bartlett from Jefferies inquired about Inventiva's cash runway, asking if it includes the costs for the LEGEND trial and any potential milestones from AbbVie or odiparcil. She also questioned the progress of the Phase III recruitment for lanifibranor, the impact of the 22 sites in Russia and Ukraine being put on hold, and sought clarification on the remaining milestone payments from AbbVie.

    Answer

    CFO Jean Volatier confirmed the cash runway budget includes the LEGEND trial but does not factor in any unplanned milestones from AbbVie for 2022. Executive Frederic Cren clarified that of the 22 sites in the affected region, 10 were planned for Ukraine (3 had started screening) and 12 for Russia (not yet open), and all are now on hold. He expressed confidence in mitigating this by leveraging their increased target of 350 total sites and working with partners like ICON and Summit to activate additional sites elsewhere. Regarding AbbVie milestones, Jean Volatier noted details would be in upcoming filings, while Frederic Cren emphasized that the long-term value lies in the double-digit royalties.

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