Sign in

Romeo O'Connor

Senior Equity Analyst at Trondkepen

Romeo O'Connor is a Senior Equity Analyst at Trondkepen, specializing in coverage of the European technology and fintech sectors with a concentrated focus on companies such as Adyen, SAP, and Worldline. Known for a disciplined, data-driven approach, O'Connor has maintained a recommendation success rate above 65% on independent analyst platforms and consistently delivered above-benchmark returns to investors over the past three years. He joined Trondkepen in 2021 following analytical roles at Barclays and KPMG, bringing over a decade of equity research and financial analysis experience to his current position. O'Connor holds FINRA Series 7 and Series 63 registrations and has been recognized internally for his contributions to cross-sector research and investor communications.

Romeo O'Connor's questions to Immunocore Holdings (IMCR) leadership

Question · Q2 2025

Romeo O'Connor from Trondkepen asked for an update on the brinatofusp programs in lung and ovarian cancer and whether insights from ctDNA and T-cell fitness data are influencing the strategy.

Answer

David Berman, EVP of R&D, described the programs as clinical experiments that are incorporating all learnings. He confirmed that T-cell fitness data supported moving into earlier lines of therapy, and that ctDNA and T-cell fitness remain important biomarkers for informing the ongoing exploration in these indications as well as for the half-life extension version.

Ask follow-up questions

Fintool

Fintool can predict Immunocore Holdings logo IMCR's earnings beat/miss a week before the call

Let Fintool AI Agent track Romeo O'Connor for you

Get briefed when they ask questions on calls

Best AI Agent for Equity Research

Performance on expert-authored financial analysis tasks

Fintool-v490%
Claude Sonnet 4.555.3%
o348.3%
GPT 546.9%
Grok 440.3%
Qwen 3 Max32.7%

Try Fintool for free