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Mike Yee

Mike Yee

Managing Director in Healthcare Equity Research at Jefferies Financial Group Inc.

Miami, FL, US

Michael Yee is a Managing Director in Healthcare Equity Research at Jefferies, with over 25 years of experience on Wall Street. He specializes in covering major biotechnology and pharmaceutical companies including Gilead Sciences, Biogen, and Olema Pharmaceuticals, having issued over 2,000 stock ratings. Yee’s performance metrics include a 41% success rate and an average return of -2.1% per rating, with standout calls such as a +425.9% profitable buy recommendation on Olema Pharmaceuticals. He began his tenure at Jefferies in 2017 after holding senior equity research roles at prior firms, and maintains FINRA registration with appropriate securities licenses.

Mike Yee's questions to BIOGEN (BIIB) leadership

Question · Q4 2025

Mike Yee inquired about the importance of analyzing subgroups (e.g., high tau vs. low tau) and the tau sub-study (using PET tau imaging) in the upcoming BIIB080 data readout, beyond the primary endpoint of CDR sum of boxes.

Answer

Priya Singhal, Head of Development, Biogen, confirmed the high importance of these analyses. She stated that the team will be looking at tau PET, fluid biomarkers, and trends in clinical data, triangulating all information. She highlighted the well-designed tau sub-study and the testing of three doses and two dosing regimens in the randomized controlled trial as crucial for comprehensive assessment.

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Fintool can predict BIOGEN logo BIIB's earnings beat/miss a week before the call

Mike Yee's questions to Moderna (MRNA) leadership

Question · Q2 2025

Mike Yee questioned what would constitute a positive readout for the CMV trial, for both vaccine efficacy and secondary endpoints, and asked about the company's dialogue with regulatory bodies like the FDA and ACIP.

Answer

President Stephen Hoge defined a positive CMV result as vaccine efficacy exceeding 49.1% and noted strong secondary endpoints would demonstrate control over viral persistence, supporting its value. He affirmed that dialogues with the FDA, CBER, and ACIP remain productive and transparent, highlighting the three recent on-time product approvals as evidence of a strong working relationship.

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Fintool

Fintool can predict Moderna logo MRNA's earnings beat/miss a week before the call