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    Yige Guo

    Vice President specializing in Biotechnology Equity Research at Guggenheim Securities

    Yige Guo is a Vice President specializing in Biotechnology Equity Research at Guggenheim Securities, where she covers companies such as Mersana Therapeutics and Boundless Bio. Her track record features a small number of published ratings with a reported average return of -74.76% and a success rate that has not yet registered a positive outcome, ranking her near the bottom among peers on analyst performance platforms. Guo began her career prior to joining Guggenheim and is currently based in Boston, Massachusetts, with responsibilities focused on healthcare and biotechnology equity analysis. She holds FINRA registration and maintains the required securities licenses for her role as listed on BrokerCheck.

    Yige Guo's questions to Mersana Therapeutics (MRSN) leadership

    Yige Guo's questions to Mersana Therapeutics (MRSN) leadership • Q3 2024

    Question

    Yige Guo of Guggenheim Securities asked why the expansion cohort will first focus on triple-negative breast cancer (TNBC) and whether there is a rationale for optimal sequencing of Dolasynthen and TOPO1 ADCs.

    Answer

    CEO Martin Huber explained the TNBC focus is driven by high unmet medical need and a potentially faster regulatory path for post-TOPO ADC patients. He called it the 'cleanest, easiest, fastest' path. Regarding sequencing, Dr. Huber said the immediate focus is the post-TOPO setting, reflecting clinical reality. He also highlighted the future potential for combination therapy with a TOPO ADC, a strategy he believes is unavailable to competitors due to overlapping toxicities.

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