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    Thomas J. Smith

    Research Analyst at Leerink Partners

    Thomas J. Smith is Senior Managing Director and Senior Research Analyst at Leerink Partners, specializing in Immunology and Metabolism with coverage spanning dozens of leading and emerging biopharmaceutical companies, including names like argenx SE and Roivant Sciences. Recognized for his rigorous research and top-tier results, Smith ranks #26 out of nearly 10,000 Wall Street analysts on TipRanks, boasting a 55% success rate and an average return of 43.4% per rating, with standout calls such as an 800% return on Abivax. Beginning his career at Bloomberg, Smith advanced through FBR Capital Markets and Morgan Stanley—where he was Vice President and Research Analyst covering major biotech firms—before joining Leerink Partners in 2018. He holds a B.S. in Finance and Psychology from The College of New Jersey and is widely regarded for his deep sector expertise, though specific securities licensing information is not publicly disclosed.

    Thomas J. Smith's questions to ARGENX (ARGX) leadership

    Thomas J. Smith's questions to ARGENX (ARGX) leadership • Q2 2025

    Question

    Thomas J. Smith from Leerink Partners asked for an update on the FDA FAERS safety signal regarding CIDP from June, including any visibility on resolution timelines and feedback from prescribers on the matter.

    Answer

    CMO Luc Truyen contextualized the FAERS signal, noting its limitations (e.g., lack of denominators) and classifying it as a 'potential' signal requiring a 12-month monitoring period. He stated that argenx's internal data shows a low event rate (<2%) and the benefit-risk profile remains unchanged. COO Karen Massey added that prescriber feedback is very positive, with a high grant rate for patient requests for Vyvgart, indicating continued physician confidence.

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    Thomas J. Smith's questions to Roivant Sciences (ROIV) leadership

    Thomas J. Smith's questions to Roivant Sciences (ROIV) leadership • Q4 2025

    Question

    Thomas J. Smith of Leerink Partners asked for the rationale behind the IMVT-1402 trial design in CIDP, which omits a washout period and doesn't measure response rates. He also inquired about patient selection optimization and how the resulting data will position the drug commercially.

    Answer

    CEO & Director Matt Gline explained the design was driven by three factors: FDA preference for direct placebo-controlled trials, investigator and patient aversion to washouts, and improved ability to select the right patients. He noted that data from their previous batoclimab study showed they can effectively identify patients who flare upon withdrawal, making a patient-friendly "no washout" design feasible and competitive.

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