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    Sean McCutchen

    stock analyst at Raymond James

    Sean McCutcheon is a stock analyst at Raymond James specializing in biotechnology and healthcare research. He has issued coverage and price targets for companies such as Janux Therapeutics (JANX), Compass Therapeutics Inc., Regenxbio Inc., and Vir Biotechnology, with a recent high-profile target of $65.00 for JANX. McCutcheon has participated in at least 25 earnings calls covering 10 specific biotech firms, though his publicly tracked performance includes a 22.22% success rate and an average return of -27.87%. He began his equity research career prior to 2024, joining Raymond James after experience in healthcare and life sciences coverage and holds professional securities licenses in line with top analyst roles, enabling participation in detailed earnings and FDA-focused calls.

    Sean McCutchen's questions to BRISTOL MYERS SQUIBB (BMY) leadership

    Sean McCutchen's questions to BRISTOL MYERS SQUIBB (BMY) leadership • Q3 2024

    Question

    Sean McCutchen asked about Cobenfi's M1 component in relation to cognitive benefits and whether the twice-daily regimen and GI side effects could be barriers to compliance.

    Answer

    Head of Global Drug Development Samit Hirawat highlighted the M1 direct agonism as key for potential cognitive benefits. Chief Commercialization Officer Adam Lenkowsky argued that the drug's unprecedented efficacy and avoidance of major side effects like weight gain would outweigh compliance concerns, noting that patients are already on complex medication schedules.

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