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Tazim Ahmed

Senior Equity Analyst at Bank of America

Tazeen Ahmad is a Senior Equity Analyst at Bank of America Securities, specializing in healthcare sector coverage with an extensive focus on biotechnology and pharmaceutical companies such as BioCryst Pharmaceuticals, NPS Pharma, Avanir Pharmaceuticals, Dyax Corp, Innoviva, and Aegerion. With over 900 published stock ratings since 2013, Ahmad has established a track record with a 48% success rate and an average return of -3.4% per rating, highlighted by a notably profitable call on BioCryst Pharmaceuticals that generated a 318% return. Her career at Bank of America Securities spans more than a decade, during which she has become highly recognized for her depth of industry knowledge and analytical rigor in evaluating healthcare investments. Ahmad holds active professional securities credentials as required for Wall Street analysts, which demonstrates her compliance and expertise in financial research.

Tazim Ahmed's questions to INCYTE (INCY) leadership

Question · Q3 2025

Tazim Ahmed asked about the upcoming mCALR data, specifically the importance of the monotherapy arm for demonstrating efficacy as a standalone treatment, and what level of efficacy would be convincing, even in combination with Jakafi.

Answer

President Pablo Cagnoni emphasized 989 as the first targeted therapy for MPNs, highlighting the need to demonstrate single-agent activity with clinical endpoints (spleen reduction, symptom improvement, anemia) and translational endpoints. He referenced momelotinib (SVR35 7-22%, TSS50 25-26%) as a benchmark for previously treated patients. CEO Bill Meury reinforced the importance of the question.

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