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    Niall Alexander

    Research Analyst at Deutsche Bank

    Niall Alexander is an Equity Analyst at Deutsche Bank, specializing in European pharmaceuticals and biotechnology companies. He covers specific firms including Galapagos, Ipsen, Idorsia, and Recordati, and is known for his detailed, fundamental analysis in the life sciences sector. On platforms like TipRanks, Alexander has a modest performance track record, currently rated at 1.66 stars, with a limited coverage universe and no standout return metrics publicly disclosed. His professional timeline and prior roles remain private, while his public credentials cite affiliation with Deutsche Bank and active participation in analyst coverage, but there is no publicly available information on securities licenses or FINRA registrations.

    Niall Alexander's questions to Alvotech (ALVO) leadership

    Niall Alexander's questions to Alvotech (ALVO) leadership • Q3 2024

    Question

    Niall Alexander of Deutsche Bank inquired if the recent FDA inspection could affect the Stelara biosimilar launch. He also asked if the previously communicated 2025 revenue guidance of $600M-$800M remains a reasonable assumption. Lastly, he asked about Amgen's successful Eylea biosimilar launch and what Alvotech needs to do to replicate that success in the U.S.

    Answer

    Chairman and CEO Robert Wessman asserted that the 'easily addressable' 483s will 'surely not hold off any launches.' He also confirmed it is 'very fair to assume' the prior $600M-$800M guidance for 2025 is still valid until a formal update is provided. Regarding Eylea, Wessman and Chief Commercial Officer Anil Okay noted Alvotech's differentiated product provides an 'amazing opportunity' and that while a U.S. launch strategy is in place, the immediate focus is on gaining filing acceptance.

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