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    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

    Romeo O'Connor's questions to Immunocore Holdings (IMCR) leadership • Q2 2025

    Question

    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.

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