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    Silvan Tuerkcan

    Research Analyst at Citizens JMP

    Dr. Silvan Tuerkcan is an Equity Research Analyst at Citizens JMP Securities, specializing in biotechnology and biopharmaceutical equities. He covers specific companies such as Exelixis and Taysha Gene Therapies, maintaining active ratings and target price recommendations, and has asked questions on earnings calls for at least five distinct firms. Tuerkcan holds a 43.56% success rate with an average analyst return of -1.82% and is rated 2.35 stars on major analyst ranking platforms based on his investment calls. He began his role at Citizens JMP in recent years and regularly participates in earnings call research, holding professional credentials that include a doctoral degree and practicing securities analysis for regulated financial entities.

    Silvan Tuerkcan's questions to Taysha Gene Therapies (TSHA) leadership

    Silvan Tuerkcan's questions to Taysha Gene Therapies (TSHA) leadership • Q1 2025

    Question

    Silvan Tuerkcan of Citizens JMP sought confirmation that the FDA specifically agreed to a primary endpoint that is objective and not effort-based.

    Answer

    CEO Sean Nolan explicitly confirmed, 'It's not effort-based. It is objective, and it's very clinically meaningful.' He reiterated that the endpoint is based on gains of function or restoration of lost function, which is meaningful to patients, clinicians, and payers, and that data collected in Part A will be predictive for the pivotal Part B trial.

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    Silvan Tuerkcan's questions to Taysha Gene Therapies (TSHA) leadership • Q3 2024

    Question

    Silvan Tuerkcan inquired about the dose equivalency between Taysha's TSHA-102 and Neurogene's therapy, considering the different administration routes and Taysha's recent biodistribution data.

    Answer

    CEO Sean Nolan referenced recent ESGCT data from 29 non-human primates, which showed that Taysha's intrathecal delivery achieves widespread biodistribution comparable to direct-to-brain administration. He and President Sukumar Nagendran attributed the lower effective dose to the higher transduction efficiency of their self-complementary vector design, noting both delivery routes have now shown proof of concept.

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    Silvan Tuerkcan's questions to Taysha Gene Therapies (TSHA) leadership • Q2 2024

    Question

    Silvan Tuerkcan asked for more details on the previously reported SAE related to the immunosuppressive regimen and inquired when the safety committee might eliminate the 42-day dosing stagger.

    Answer

    CEO Sean Nolan confirmed the SAE was resolved and deemed not treatment-related, allowing the program to advance. Regarding the dosing stagger, he explained that any change would require a discussion with the IDMC after sufficient safety data is collected, suggesting it's a future possibility. President and Head of R&D, Sukumar Nagendran, added that for intrathecal delivery, regulators have shown flexibility on staggers when the benefit-risk profile is appropriate.

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    Silvan Tuerkcan's questions to EXELIXIS (EXEL) leadership

    Silvan Tuerkcan's questions to EXELIXIS (EXEL) leadership • Q1 2025

    Question

    Silvan Tuerkcan asked about Exelixis's business development appetite in the current market environment and whether any roadblocks exist for potential transactions.

    Answer

    President and CEO Michael Morrissey affirmed that the company is 'open for business' and actively seeking high-conviction assets in GU and GI oncology. He stressed the focus is on assets that can improve the standard of care, not on 'cheap' but risky deals. He indicated the key factors remain finding the right asset at the right time and valuation, with no specific roadblocks mentioned.

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    Silvan Tuerkcan's questions to EXELIXIS (EXEL) leadership • Q3 2024

    Question

    Silvan Tuerkcan asked for an update on Exelixis's early-stage synthetic lethality pipeline assets, including expected data timelines and the company's view on the competitive landscape.

    Answer

    Chief Scientific Officer Dana Aftab and Chief Medical Officer Amy Peterson responded. Aftab highlighted that XL-309 and XL-495 are substantially differentiated from competitors due to advantages in pharmacokinetics (PK) and selectivity. Peterson added that the development team is intensely focused on advancing these best-in-class assets, which have the potential to expand beyond current treatment paradigms.

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    Silvan Tuerkcan's questions to MACROGENICS (MGNX) leadership

    Silvan Tuerkcan's questions to MACROGENICS (MGNX) leadership • Q4 2024

    Question

    Silvan Tuerkcan asked for an update on the MGD024 Phase 1 study, which has been ongoing for about 1.5 years, inquiring about a potential timeline for data and whether a Gilead opt-in decision point is approaching this year.

    Answer

    Dr. Stephen Eck, SVP, Clinical Development and Chief Medical Officer, explained that the MGD024 dose escalation has been slow due to a cautious trial design required by the FDA, starting at very low doses. He confirmed they are getting near, but have not yet reached, the maximum tolerated dose. Dr. Eck expressed hope that a Gilead decision point could occur this year.

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    Silvan Tuerkcan's questions to MACROGENICS (MGNX) leadership • Q3 2024

    Question

    Silvan Tuerkcan of Citizens JMP asked about the MGD024 program, inquiring if any of Gilead's opt-in decision points could occur in the next year, potentially leading to an announcement.

    Answer

    Dr. Scott Koenig, President and CEO, explained that the MGD024 dose escalation study is proceeding well but requires a slow escalation per FDA guidance. He stated he could not determine when the study will complete or when Gilead might make an opt-in decision, as Gilead has the right to wait until all Phase I data is available.

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    Silvan Tuerkcan's questions to MACROGENICS (MGNX) leadership • Q1 2024

    Question

    Asked about the timeline for the adjudication of patient deaths, whether the DSMB is reviewing them, and for an explanation of the high number of unconfirmed responses, particularly in the high-dose arm.

    Answer

    The executive expects the death adjudications will be completed by the time of the H2 2024 conference presentation and confirmed the DSMB is reviewing the data. He explained that the high number of unconfirmed responses is a result of the time lag required for confirmatory scans (every 8 weeks), with many patients still on study awaiting their next scan.

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    Silvan Tuerkcan's questions to MACROGENICS (MGNX) leadership • Q1 2024

    Question

    Silvan Tuerkcan of Citizens JMP asked about the timeline for the adjudication of patient deaths and inquired about the high number of unconfirmed responses, particularly in the high-dose arm of the TAMARACK study.

    Answer

    Dr. Scott Koenig, President and CEO, stated he presumed the adjudication of deaths would be complete by the time of a medical conference presentation in H2 2024, and confirmed the DSMB is reviewing the data. He explained that the unconfirmed responses are a matter of timing, as a second scan, performed every 8 weeks, is required for confirmation.

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    Silvan Tuerkcan's questions to Cellectis (CLLS) leadership

    Silvan Tuerkcan's questions to Cellectis (CLLS) leadership • Q4 2024

    Question

    Silvan Tuerkcan asked if near-term readouts from the Allogene collaboration would trigger milestone payments and requested a breakdown of R&D spending, particularly the portion reimbursed by AstraZeneca.

    Answer

    CBO Arthur Stril clarified that the company's cash runway guidance to mid-2027 is conservative and has heavily discounted potential milestone payments from partners. He also explained that research activities for the AstraZeneca collaboration are fully reimbursed, which significantly offset Cellectis's net cash burn in 2024.

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    Silvan Tuerkcan's questions to Intellia Therapeutics (NTLA) leadership

    Silvan Tuerkcan's questions to Intellia Therapeutics (NTLA) leadership • Q4 2024

    Question

    Silvan Tuerkcan asked about the upcoming presentation of quality of life data in HAE, seeking to understand what might be shown and how it could clarify the market opportunity.

    Answer

    CMO David Lebwohl did not disclose specific results but indicated that a therapy that is easy to administer and subsequently frees patients from disease events would be 'very favorable' from a quality of life perspective. He encouraged listeners to watch for the presentation.

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    Silvan Tuerkcan's questions to Intellia Therapeutics (NTLA) leadership • Q3 2024

    Question

    Silvan Tuerkcan asked about the MAGNITUDE-2 trial, specifically when it would be initiated in the U.S. and what the eventual split of U.S. versus ex-U.S. patients would be.

    Answer

    CEO John Leonard clarified that the study will be conducted entirely outside the United States. This approach allows for a placebo-controlled trial design, which was developed in agreement with the U.S. FDA, who will accept the ex-U.S. data for a potential BLA filing.

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