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    Sushila Hernandez

    Research Analyst at Van Lanschot Kempen Investment Banking

    Sushila Hernandez is an Equity Analyst at Van Lanschot Kempen Investment Banking, where she specializes in healthcare sector research with a focus on European biotech and rare disease companies. She is known for her coverage of firms such as Pharming Group N.V., frequently participating in results calls and providing detailed analysis of company performance, though specific investment performance metrics and success rates are not publicly available. Hernandez has built her career at Van Lanschot Kempen, where she is actively involved in industry events and maintains a strong professional network, but information on prior roles or start date at the firm is not published. While her professional credentials and licenses are not disclosed in public profiles, her active analyst role in a regulated EU investment bank suggests appropriate industry qualifications.

    Sushila Hernandez's questions to Pharming Group (PHAR) leadership

    Sushila Hernandez's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Sushila Hernandez inquired about the expected timeline and potential bottlenecks for converting patients with a variant of uncertain significance (VUS) to paid Joenja therapy. She also asked for a geographic breakdown of the 185 APDS patients currently in access programs.

    Answer

    CEO Fabrice Chouraqui explained that the VUS reclassification will occur over time as diagnostic labs apply new data, with an estimated 20% of the 1,400 identified VUS patients ultimately being reclassified. Chief Medical Officer Anurag Relan added that Pharming has experience with this process and anticipates quick reimbursement post-reclassification. Fabrice Chouraqui declined to provide a country-specific breakdown of patients in access programs at this stage.

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    Sushila Hernandez's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Sushila Hernandez inquired about the expected timeline and potential bottlenecks for converting patients with a variant of uncertain significance (VUS) to paid Joenja therapy. She also asked for a geographic breakdown of the 185 APDS patients currently in access programs.

    Answer

    CEO Fabrice Chouraqui and CMO Anurag Relan explained that the VUS reclassification will occur over time as diagnostic labs utilize new data from a recent Cell publication. They noted that while they have experience with this process and expect quick reimbursement post-reclassification, the timeline depends on labs and physicians. Chouraqui stated that the company does not provide a country-specific breakdown of patients at this stage.

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    Sushila Hernandez's questions to Pharming Group (PHAR) leadership • Q2 2025

    Question

    Sushila Hernandez of Van Lanschot Kempen asked about the expected timeline for converting VUS (variant of uncertain significance) patients to paid Joenja therapy, inquiring about potential bottlenecks and the pace at which 20% of the 1,400 identified patients might be converted. She also requested a geographic breakdown of the 185 APDS patients currently in access programs.

    Answer

    CEO Fabrice Chouraqui and CMO Anurag Relan explained that the VUS reclassification will occur over time as diagnostic labs utilize new data from the Cell publication to re-evaluate patients. They noted that while the process has started, it will take time to fully capture the opportunity. Dr. Relan added that Pharming has prior experience with this reclassification process, which leads to quick reimbursement once a patient is confirmed to have APDS. Mr. Chouraqui declined to provide a geographic breakdown of patients at this stage.

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    Sushila Hernandez's questions to Pharming Group (PHAR) leadership • Q2 2024

    Question

    Sushila Hernandez asked for details on the third indication for leniolisib, the source of the 1,200 VUS patients, the expected conversion rate to APDS, the number of identified patients in the UK ahead of the MHRA decision, and for an update on business development activities.

    Answer

    Chief Medical Officer Anurag Relan explained the third indication is another primary immune deficiency with immune dysregulation, larger than the second. He stated the 1,200 VUS patients were identified via databases from large genetic testing companies and a pilot study showed a 20% conversion rate to APDS. CEO Sijmen de Vries added that 61 patients are identified in the UK, with 11 on early access, and noted significant BD activity, including non-binding offers, is ongoing.

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    Sushila Hernandez's questions to uniQure (QURE) leadership

    Sushila Hernandez's questions to uniQure (QURE) leadership • Q2 2025

    Question

    Sushila Hernandez of Van Lanschot Kempen asked about the expectations for the new fourth cohort of the AMT-130 trial and inquired about the next steps for the AMT-260 program for epilepsy, including site expansion.

    Answer

    Chief Medical Officer Walid Abi-Saab explained that the primary goal for the fourth AMT-130 cohort is to document the safety of the procedure in patients with lower striatal volumes. For AMT-260, he confirmed that strong interest from initial data has led to an increase to 14 active clinical sites, with expectations to enroll additional patients in the second half of the year.

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    Sushila Hernandez's questions to Verona Pharma (VRNA) leadership

    Sushila Hernandez's questions to Verona Pharma (VRNA) leadership • Q1 2025

    Question

    Sushila Hernandez inquired about the company's latest thinking on its strategy and potential partnerships for Ohtuvayre in the European Union and the United Kingdom as regulatory activities progress.

    Answer

    CEO David Zaccardelli stated that the company is actively engaged in a structured process with both the EMA and MHRA regarding potential applications. He anticipates having better clarity on the regulatory path and agency responses around mid-year 2025. He confirmed that the strategy for partnering in Europe remains the same and that achieving regulatory clarity is an integral part of those partnership discussions, which will progress throughout 2025.

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    Sushila Hernandez's questions to Verona Pharma (VRNA) leadership • Q1 2025

    Question

    Sushila Hernandez from Van Lanschot Kempen inquired about the company's latest strategy and plans for partnering Ohtuvayre in the European Union and the United Kingdom.

    Answer

    David Zaccardelli, Chief Executive Officer, reported that structured discussions with the EMA and MHRA are ongoing. He anticipates having greater clarity on the regulatory path and timelines around mid-year 2025, which will in turn inform and progress discussions with potential European partners, as the core partnering strategy remains unchanged.

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