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    Matthew Cowper

    Research Analyst at Leerink Partners

    Matthew Cowper, M.D., is a Vice President, Equity Research at Leerink Partners specializing in emerging immunology and biopharmaceuticals, where he covers companies such as ANI Pharmaceuticals, aTyr Pharma, Galapagos NV, Geron Corporation, Xencor, and Zai Lab. He has led research on innovative drug mechanisms and delivered rigorous financial valuations for SMID cap biotech firms, consistently impacting investment decisions, though specific platform rankings and investment return metrics are not publicly available. Dr. Cowper began his finance career at Leerink Partners in 2021, progressing from intern to research associate, and was promoted to Vice President in 2024 after working as a resident physician at Wake Forest Baptist Health. He holds an active FINRA registration (CRD#: 7488803) and brings a Doctor of Medicine degree to his equity research role.

    Matthew Cowper's questions to IRONWOOD PHARMACEUTICALS (IRWD) leadership

    Matthew Cowper's questions to IRONWOOD PHARMACEUTICALS (IRWD) leadership • Q4 2024

    Question

    On behalf of Faisal Khurshid, Matthew Cowper questioned the expected magnitude and timing of apraglutide launch expenses, what level is included in the 2025 EBITDA guide, and the company's strategy for managing its 2026 convertible notes.

    Answer

    Executive Greg Martini explained that apraglutide launch expenses are not significant in 2025 but will ramp up in 2026 closer to launch. Regarding the 2026 convertible notes, he stated the company's current focus is on strengthening the balance sheet by using profits and cash flows to repay existing debt, and that they continually evaluate their capital structure.

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    Matthew Cowper's questions to IRONWOOD PHARMACEUTICALS (IRWD) leadership • Q3 2024

    Question

    Matthew Cowper, on for Faisal Khurshid, asked about the required sales force size for apraglutide, how the selling effort would be integrated with the current LINZESS team, and the degree of prescriber overlap between the two drugs.

    Answer

    CEO Thomas McCourt described leveraging the existing, tenured GI sales force as a 'towering strength' for the apraglutide launch. He noted a 'great deal of overlap' in physician offices and stated that apraglutide, as a rare disease drug with fewer prescribers, can be 'easily folded' into the current selling structure for a rapid launch.

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    Matthew Cowper's questions to IMMUNIC (IMUX) leadership

    Matthew Cowper's questions to IMMUNIC (IMUX) leadership • Q3 2024

    Question

    Matthew Cowper, on for Faisal Khurshid, asked what hazard ratio for disability worsening in the CALLIPER trial would be considered a positive outcome and if there is potential for an accelerated registrational path in progressive MS following positive data.

    Answer

    CEO Dr. Daniel Vitt explained that while there is no defined threshold, KOL feedback suggests a 15% benefit on disability protection is meaningful, and a 20% benefit would be a 'big win.' He also confirmed that an accelerated approval path is a definite opportunity, contingent on the strength and consistency of the data, particularly in the non-active secondary progressive MS population, which could prompt discussions with the FDA.

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    Matthew Cowper's questions to IMMUNIC (IMUX) leadership • Q3 2024

    Question

    Matthew Cowper of Leerink Partners questioned what hazard ratio for disability worsening in the CALLIPER trial would be considered a positive result. He also asked about the possibility of an accelerated registrational path for vidofludimus calcium in progressive MS following positive data.

    Answer

    CEO Dr. Daniel Vitt responded that based on key opinion leader feedback, a 15% benefit on disability protection is considered meaningful, while a 20% benefit would be a 'big win.' He confirmed that an accelerated approval path is a potential opportunity, contingent on the strength and consistency of the data, particularly in the non-active secondary progressive MS population. A strong signal could warrant discussions with the FDA, though it is not guaranteed.

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    Matthew Cowper's questions to IMMUNIC (IMUX) leadership • Q3 2024

    Question

    Matthew Cowper, on for Faisal Khurshid, asked what hazard ratio for disability worsening in the CALLIPER trial would be considered a positive outcome and whether positive data could lead to an accelerated registrational path for progressive MS.

    Answer

    CEO Dr. Daniel Vitt explained that based on KOL feedback, a 15% benefit on disability protection would be notable, while a 20% benefit would be considered a 'real signal' and a 'big win.' He also confirmed that an accelerated approval path is a possibility depending on the data's strength and distribution, particularly in the non-active secondary progressive MS population, which would warrant a discussion with the FDA.

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    Matthew Cowper's questions to Adaptimmune Therapeutics (ADAP) leadership

    Matthew Cowper's questions to Adaptimmune Therapeutics (ADAP) leadership • Q2 2024

    Question

    Matthew Cowper, on for Jonathan Chang, asked about the competitive differentiation of the ADP-600 (PRAME-targeting) program and whether next-generation enhancements like CD8 would be included initially or introduced later.

    Answer

    CEO Adrian Rawcliffe passed the question to Chief Scientific Officer Jo Brewer. Brewer confirmed that the company is actively evaluating several next-generation approaches for the ADP-600 program in research and will provide updates on more definitive clinical plans in the future.

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