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Mike Leuchten

Managing Director at Jefferies

Michael Leuchten is a Managing Director at Jefferies, leading the European Pharmaceuticals & Biotechnology team with a focus on European Large-Cap Pharma. He covers companies including Bayer (DE:BAYN), AstraZeneca (GB:AZN), Sartorius Stedim Biotech, and others in the healthcare sector, with a TipRanks success rate of 52% across 220 ratings and an average return of -4.0%, highlighted by a top-performing Buy on Sartorius Stedim Biotech yielding +81.10%. With over 20 years of experience on the sell- and buy-side, he joined Jefferies in June 2025 after roles at UBS and other firms. His professional credentials include serving as an equity research analyst with FINRA-equivalent registrations for European markets.

Mike Leuchten's questions to ASTRAZENECA (AZN) leadership

Question · Q4 2025

Mike Leuchten inquired if QCS (quantitative computed tomography) is planned for TROPION-Lung08, similar to TROPION-Lung07, and asked about the relative importance of AVANZA versus TROPION-Lung07 and TROPION-Lung08.

Answer

Susan Galbraith, EVP, Oncology R&D, AstraZeneca, clarified that TROPION-Lung08 focuses on a smaller PD-L1 >50% population, making the biomarker application more relevant for TROPION-Lung07. She emphasized that all three trials (AVANZA, TROPION-Lung07, TROPION-Lung08) are crucial for positioning Datroway as a key first-line treatment across various patient segments.

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Question · Q4 2025

Mike Leuchten inquired about the inclusion of QCS in the TROPION-Lung07 protocol, whether it applies to TROPION-Lung08, and the relative strategic importance of Avanza versus TROPION-Lung07 and TROPION-Lung08 for Datopotamab.

Answer

Susan Galbraith, EVP, Oncology R&D, clarified that the biomarker is prioritized for TROPION-Lung07 due to its broader patient population, similar to Avanza's redesign. She emphasized that all three trials are crucial for positioning Datopotamab as a key first-line treatment across various lung cancer segments.

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