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    Sema Sharan

    Managing Director and Senior Equity Research Analyst at Evercore

    Sema Sharan is a Managing Director and Senior Equity Research Analyst at Evercore ISI, specializing in healthcare services and managed care coverage. She analyzes and provides detailed coverage on major companies such as UnitedHealth Group, Humana, CVS Health, and Cigna, earning recognition for her stock picking accuracy and timely buy/sell recommendations with strong returns cited by platforms like TipRanks, including a success rate around 70% and average returns exceeding 15% per rating. Sema began her financial career after completing formal education in finance, joined Evercore ISI in 2015, and previously built expertise at firms including Barclays and J.P. Morgan, focusing on healthcare equity research. She holds FINRA Series 7 and 63 licenses and has established herself as a thought leader in the industry with multiple mentions in Institutional Investor’s All-America Research rankings.

    Sema Sharan's questions to Astria Therapeutics (ATXS) leadership

    Sema Sharan's questions to Astria Therapeutics (ATXS) leadership • Q3 2023

    Question

    Asked about what would constitute a 'win' for the upcoming proof-of-concept data, the reasons for lower patient/doctor interest in the 6-month dosing option, and the competitive read-through from recent data presented by a competitor (ADRX).

    Answer

    A 'win' would be a high reduction in monthly attack rates (75-100%) and a high proportion of attack-free patients at 3 and 6 months. The lower interest in 6-month dosing is perceived to be due to concerns about efficacy and injection site pain, which Astria aims to address. Regarding competitor data, Astria believes their program is more advanced and has a better chance of success, noting the competitor seems limited on dose advancement due to safety.

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