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Noah

Noah

Vice President and Equity Research Analyst at Jefferies

Chapel Hill, NC, US

Noah is a Vice President and Equity Research Analyst at Jefferies, specializing in technology and software sector research with a focus on enterprise and infrastructure software companies. He covers major firms such as Salesforce, ServiceNow, Atlassian, and Workday, earning recognition for the accuracy of his stock calls and maintaining an above-average success rate on leading analyst ranking platforms. Noah began his research career in the early 2010s, previously working at Barclays in a similar analytical role before joining Jefferies in 2017. He holds FINRA Series 7, 63, 86, and 87 licenses, affirming his professional credentials in securities analysis and equity research.

Noah's questions to Natera (NTRA) leadership

Question · Q3 2025

Noah inquired about the strategic timing and customer feedback for Natera's expanded 20-gene Fetal Focus panel, including its reimbursement outlook, and then shifted to Signatera's path to NCCN guidelines and broader commercial payer adoption following recent ESMO and Invigor data.

Answer

CEO Steve Chapman highlighted positive customer feedback on the initial 5-gene panel and the planned expansion, emphasizing the EXPAND clinical trial as a gold standard. General Manager of Oncology and Chief Medical Officer Alex Aleshin and President of Clinical Diagnostics Solomon Moshkevich discussed the Invigor 011 data's Level 1A status, its submission for FDA approval, and the expectation for NCCN guideline inclusion by mid-to-late next year. CFO Michael Brophy noted early traction with commercial payers due to biomarker bills and the strong clinical evidence.

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