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Professor Kashi

Research Analyst at Jefferies

Professor Kashi is a Research Analyst at Jefferies, specializing in biotechnology and life sciences research with a focus on therapeutics companies. He has covered specific companies including PTC Therapeutics, actively engaging by asking questions during earnings calls to provide insights for investors. Limited public performance metrics are available, but his involvement in key earnings discussions highlights his role in sector analysis. Kashi's career details at Jefferies and prior experience are not extensively documented in available sources, and no specific professional credentials such as FINRA registrations are confirmed.

Professor Kashi's questions to PTC THERAPEUTICS (PTCT) leadership

Question · Q4 2025

Professor Kashi asked for a ranking of ex-U.S., ex-EU markets like Japan and Brazil by their potential revenue contribution for Sephience, and the timeline for these markets to contribute meaningfully to overall revenue.

Answer

CEO Dr. Matthew Klein and Chief Business Officer Eric Pauwels stated that while the U.S. will continue to drive the majority of revenue, Japan is expected to see first commercial sales in Q2 2026 with more meaningful revenue in the second half, given its high price market and 1,000 PKU patients. Brazil, with over 5,000 diagnosed patients, is anticipated to contribute more meaningfully towards the end of 2026 due to the longer process for named patient programs, despite recent approval.

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