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    Samuel Slutsky

    Research Analyst at LifeSci Capital

    Sam Slutsky is Managing Director and Senior Research Analyst at LifeSci Capital, specializing in biotechnology and healthcare equity research. He has covered companies such as InflaRx, Immunovant Inc, and Ventyx Biosciences Inc, and has a success rate of approximately 66.7% from his stock recommendations, though his average return is -12.64%. Slutsky began his career as a research assistant at NYU and held roles at LifeSci Advisors before joining LifeSci Capital, where he steadily rose to his current leadership position. He holds a degree from New York University and is recognized for his analytical expertise and sector specialization.

    Samuel Slutsky's questions to Immunovant (IMVT) leadership

    Samuel Slutsky's questions to Immunovant (IMVT) leadership • Q3 2024

    Question

    Samuel Slutsky inquired about the level of efficacy in the RA trial that would be considered clinically relevant and whether the novel trial design would impact the interpretation of results. He also asked about the baseline severity of orbitopathy in the Graves' disease data.

    Answer

    Executive Peter Salzmann and Dr. Peter Taylor addressed the RA question, stating that an ACR50 of ~25% is a competitive benchmark and that the trial's design is 'clever,' allowing for robust data collection and indirect comparisons. Regarding Graves' disease, Peter Salzmann clarified that most patients had mild orbitopathy, and the meaningful proptosis improvement seen in this group is highly encouraging for treating the condition earlier.

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    Samuel Slutsky's questions to Immunovant (IMVT) leadership • Q3 2024

    Question

    Samuel Slutsky of LifeSci Capital asked what level of efficacy in the RA trial would be considered clinically relevant and whether the novel trial design would impact the interpretation of results. He also requested clarity on the baseline severity of Graves' orbitopathy in the recently presented data.

    Answer

    Executive Peter Salzmann noted that benchmarks from other trials suggest an ACR50 of around 25% is a competitive response in biologic-failed patients. Dr. Peter Taylor added that the trial's clever design allows for both nuanced data analysis and indirect benchmarking against other drugs. Regarding Graves', Peter Salzmann clarified that most patients had mild disease, not meeting the typical moderate-to-severe criteria for dedicated TED trials, which makes the observed proptosis improvement particularly encouraging.

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    Samuel Slutsky's questions to Ventyx Biosciences (VTYX) leadership

    Samuel Slutsky's questions to Ventyx Biosciences (VTYX) leadership • Q1 2024

    Question

    Samuel Slutsky from LifeSci Capital inquired about the similarities and differences between Ventyx's preclinical obesity study methodology for VTX3232 and Natera's. He also asked about the potential market positioning for VTX2735 in MACE and recurrent pericarditis.

    Answer

    CEO Raju Mohan explained the mouse study is a standard diet-induced obesity model used to assess various endpoints beyond weight loss, serving as a path to human trials. Executive Martin Auster addressed VTX2735, positioning it as a potential oral option in recurrent pericarditis, a niche market with limited, expensive injectable therapies. He noted the clinical pathway is de-risked by the success of IL-1 biologics.

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    Samuel Slutsky's questions to Celldex Therapeutics (CLDX) leadership

    Samuel Slutsky's questions to Celldex Therapeutics (CLDX) leadership • Q4 2021

    Question

    Samuel Slutsky from LifeSci Capital asked about the potential for including cholinergic urticaria in a future registrational study. He also sought confirmation on whether the bulk of the necessary preclinical toxicology studies, apart from reproductive tox, are now complete.

    Answer

    SVP and CMO Diane Young explained that while cholinergic urticaria could potentially be included in a Phase 3 trial, the immediate focus for Phase 2 is on the more common forms: cold urticaria and symptomatic dermographism. Co-Founder and CSO Tibor Keler and CEO Anthony Marucci confirmed that the major preclinical studies needed to support the current programs are complete, with the primary remaining work being the reproductive and juvenile toxicology studies.

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