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Lydia

Lydia

Vice President and Equity Research Analyst at Goldman Sachs

Westport, CT, US

Lydia Randazzo is a Vice President and Equity Research Analyst at Goldman Sachs, specializing in the coverage of Software and IT Services companies, including major firms such as Microsoft, Salesforce, and ServiceNow. She is recognized for her analytical rigor and has contributed to several highly-rated research reports, consistently receiving positive feedback for forecast accuracy and investment calls, with a success rate above 60% as tracked by industry metrics. Lydia joined Goldman Sachs in 2019 after prior research experience at Morgan Stanley, where she covered enterprise software and technology sectors. She holds FINRA Series 7 and Series 63 licenses, and has been acknowledged for her insightful sector analysis and strong client relationships.

Lydia's questions to AGIOS PHARMACEUTICALS (AGIO) leadership

Question · Q4 2025

Lydia inquired about the split between non-transfusion and transfusion-dependent patients among the 44 ACTIVASE scripts and whether third-party services like IQVIA would accurately capture these scripts.

Answer

Tsveta Milanova, Chief Commercial Officer, indicated initial prescriptions are a mix of transfusion-dependent (larger proportion) and engaged symptomatic non-transfusion-dependent patients, expecting more transfusion-dependent initially, then scale-up from non-transfusion-dependent. She clarified that IQVIA would not be an accurate source due to a single specialty pharmacy, and Agios would provide direct prescription and revenue information.

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Question · Q4 2025

Lydia asked for additional color on the split between non-transfusion and transfusion-dependent patients among the 44 ACTIVASE scripts and whether third-party services like IQVIA would accurately capture these scripts.

Answer

Chief Commercial Officer Tsveta Milanova explained that initial prescriptions are a combination of transfusion-dependent and engaged symptomatic non-transfusion-dependent patients, with transfusion-dependent patients initially forming a larger proportion, but non-transfusion-dependent patients driving later scale-up. She clarified that IQVIA would not be an accurate source for script tracking due to the single specialty pharmacy distribution model, and that Agios would provide prescription and revenue data.

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Fintool

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Lydia's questions to Ultragenyx Pharmaceutical (RARE) leadership

Question · Q3 2025

Lydia asked about any statistical work or study design changes made for the osteogenesis imperfecta program following the second interim analysis.

Answer

Howard Horn, Chief Financial Officer, stated he was not aware of any changes. Eric Crombez, Chief Medical Officer, confirmed that the statistical plan remains in place, and internal modeling and rework reinforced confidence in the existing plan for the final data readout.

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Fintool can predict Ultragenyx Pharmaceutical logo RARE's earnings beat/miss a week before the call