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    Naureen Quibria

    Director and Senior Research Analyst - Biotech at Capital One Securities

    Naureen Quibria is a Director and Senior Research Analyst - Biotech at Capital One Securities, specializing in equity research for biotech companies with a focus on the healthcare sector. She covers a range of biotechnology firms including Chimerix, Immutep, Oncorus, Biomea Fusion, Erasca, Carisma Therapeutics, Immunocore Holdings, Day One Biopharmaceuticals, Fennec Pharmaceuticals, Genenta Science, and Kazia Therapeutics, and her tracked recommendations currently reflect a success rate of 23.1% and an average return of -24.7% over the past year on TipRanks. Quibria has issued more than 25 price targets across at least 7 stocks and previously held the role of Vice President prior to her current leadership position at Capital One. She holds a PhD and is professionally credentialed as a registered securities analyst, actively providing analysis and investor insights in the biotech field.

    Naureen Quibria's questions to Immunocore Holdings (IMCR) leadership

    Naureen Quibria's questions to Immunocore Holdings (IMCR) leadership • Q2 2024

    Question

    Naureen Quibria of Capital One Securities asked how to best track response for the upcoming PRAME results at ESMO, and inquired about the prevalence of PRAME versus folate receptor in ovarian cancer and their potential overlap.

    Answer

    David Berman, Head of R&D, suggested that while treatment beyond progression is an indicator, disease control rate (DCR) is a very good metric for predicting progression-free survival (PFS) with brenetafusp. Mohammed Dar, an executive, stated PRAME prevalence is 80-90% in ovarian cancer, versus 35-40% for folate receptor. David Berman added that PRAME expression is likely independent of folate receptor status, though exact overlap data is unavailable.

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    Naureen Quibria's questions to Immunocore Holdings (IMCR) leadership • Q2 2024

    Question

    Naureen Quibria of Capital One Securities asked how to best measure response in the upcoming PRAME ovarian data and questioned the prevalence and overlap of PRAME versus folate receptor in ovarian cancer.

    Answer

    David Berman, Head of R&D, suggested that Disease Control Rate (DCR) is a very good metric to predict Progression-Free Survival (PFS) for brenetafusp. Mohammed Dar, an executive, noted PRAME prevalence is 80-90% while folate receptor is 35-40%, suggesting significant overlap, though PRAME expression appears independent of other markers.

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    Naureen Quibria's questions to Immunocore Holdings (IMCR) leadership • Q2 2024

    Question

    Asked about the best metrics to evaluate the upcoming ovarian cancer data and about the overlap between PRAME and folate receptor expression.

    Answer

    While ctDNA and treatment beyond progression are useful metrics, Disease Control Rate (DCR) is considered a very good predictor of Progression-Free Survival (PFS) for brenetafusp. PRAME is highly expressed (80-90%) in ovarian cancer, likely independent of folate receptor status (35-40%).

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    Naureen Quibria's questions to Immunocore Holdings (IMCR) leadership • Q4 2023

    Question

    Asked about the KIMMTRAK TEBE-AM study, specifically what magnitude of ctDNA reduction would be needed to inform the decision to drop one of the study arms.

    Answer

    David Berman clarified that since ctDNA is still an exploratory endpoint in cutaneous melanoma, the decision will not be based on ctDNA alone. They will integrate both ctDNA data and survival trends to make a decision. Simulations have shown they have enough statistical power with the current trial size to see trends and make an informed choice.

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    Naureen Quibria's questions to CMRX leadership

    Naureen Quibria's questions to CMRX leadership • Q1 2024

    Question

    Inquired about the commercial potential in Australia and other ex-U.S. territories for dordaviprone, and about the progress and reporting plan for the parallel adult and pediatric ONC206 dose escalation trials.

    Answer

    The commercial opportunity in Australia is seen as optimistic due to the drug's profile, with plans for a lean commercial model via partnerships. Other territories are being evaluated. For ONC206, both adult and pediatric trials are progressing in parallel, and a combined safety and PK data update from both is expected in the next quarter.

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    Naureen Quibria's questions to GLYC leadership

    Naureen Quibria's questions to GLYC leadership • Q4 2023

    Question

    Inquired about the specifics of the time-based analysis for the Phase III trial, including the event number and reporting timeline, details of the new collaboration with the ASH Research Collaborative for sickle cell disease, and whether any clinical pharmacology studies are still needed for the NDA submission.

    Answer

    The company confirmed a Q2 timeline for top-line data after the March data cutoff but did not disclose the event number. The ASH collaboration is to gain expert and patient feedback to refine the GMI-1687 clinical plan. All necessary clinical pharmacology studies are already integrated into the Phase III program and will be ready for the NDA filing.

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