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    Shan Hama

    Managing Director and Senior Equity Research Analyst at Jefferies

    Shan Hama is a Managing Director and Senior Equity Research Analyst at Jefferies, specializing in European building materials, construction, and home improvement sectors. He provides coverage for leading companies including CRH, Ferguson, Kingfisher, Travis Perkins, and SIG, with notable performance marked by consistently high accuracy in stock recommendations and a strong reputation among institutional investors. Starting his career at Credit Suisse in the mid-2000s and later advancing at Macquarie and Nomura, Shan joined Jefferies in 2016 and has since earned industry recognition for his analytical depth and sector expertise. He holds relevant FINRA registrations and European securities licenses, further supporting his distinguished profile within equity research.

    Shan Hama's questions to Zealand Pharma A/S/ADR (ZLDPF) leadership

    Shan Hama's questions to Zealand Pharma A/S/ADR (ZLDPF) leadership • Q1 2025

    Question

    Shan Hama from Jefferies inquired about how Zealand Pharma would define success for the upcoming Phase II study of dapiglutide and asked for initial thoughts on the topics for the Capital Markets Day in December.

    Answer

    CEO Adam Steensberg defined success for dapiglutide as confirming GLP-1-like weight loss while showing differentiation on inflammation. CMO David Kendall added that success includes identifying specific inflammatory comorbidities where dapiglutide could excel. For the Capital Markets Day, Steensberg said topics will include obesity market dynamics, product positioning, KOL insights, and the future early-stage pipeline strategy.

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    Shan Hama's questions to Nanobiotix (NBTX) leadership

    Shan Hama's questions to Nanobiotix (NBTX) leadership • FY 2024

    Question

    Shan Hama from Jefferies asked for clarification on the portion of costs Nanobiotix remains liable for in the NANORAY study. Additionally, he inquired about the most recent communications with the FDA regarding the NANORAY program, noting potential concerns about administrative changes at the agency.

    Answer

    Co-Founder and CEO Laurent Levy addressed the FDA question, confirming that interactions are proceeding normally with no experienced delays. CFO and CBO Bart Van Rhijn handled the cost inquiry, stating that remaining costs for Nanobiotix are 'relatively immaterial,' amounting to single-digit millions in 2025-2027, and do not meaningfully affect the cash runway. He highlighted that the removal of the vast majority of Phase III costs will significantly lower the cash burn rate beyond mid-2026.

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    Shan Hama's questions to GALAPAGOS (GLPG) leadership

    Shan Hama's questions to GALAPAGOS (GLPG) leadership • Q1 2024

    Question

    Shan Hama from Jefferies asked whether the company's business development strategy would focus on a 'string of pearls' approach or a larger, outright acquisition of a company with derisked, late-stage assets.

    Answer

    CFO & COO Thad Huston clarified that the company is pursuing both strategies simultaneously. He stated that Galapagos is actively assessing a 'string of pearls' through deals for earlier-stage assets while also evaluating larger, transformative M&A opportunities that could bring a near-term-to-market product into the portfolio.

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