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TD Cowen Analyst

Managing Director and Senior Internet Analyst at Cowen Inc.

John Blackledge is a Managing Director and Senior Internet Analyst at TD Cowen, specializing in internet and digital media equity research with a primary focus on leading technology and online platform companies. He covers prominent firms such as Meta Platforms, Alphabet, Amazon, Netflix, and Spotify, regularly earning top rankings for accuracy and performance; on TipRanks, he achieves a success rate of over 60% with double-digit average annualized returns on recommended stocks. Blackledge began his equity research career in the early 2000s and previously held senior research roles at Credit Suisse and J.P. Morgan before joining Cowen in 2013. He is FINRA registered with Series 7, 63, 86, and 87 licenses, and has been recognized for his actionable insights and leadership in internet sector coverage.

TD Cowen Analyst's questions to BeOne Medicines (ONC) leadership

Question · Q4 2024

An analyst from TD Cowen asked about the 2025 guidance expectations for TEVIMBRA in the U.S. and EU. They also inquired about the BTK degrader's combination strategy and the company's confidence in moving it into earlier lines of therapy.

Answer

CEO John Oyler noted that TEVIMBRA's U.S. and EU launches are in early stages with a targeted investment approach. Global Head of R&D Lai Wang expressed excitement for all three BTK degrader combinations (with BRUKINSA, sonrotoclax, and a CD20 bispecific), stating they target different indications, with the CD20 combo being particularly promising for indolent lymphomas beyond CLL.

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