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    Yu He (Arthur)

    Research Analyst at H.C. Wainwright & Co., LLC

    Yu He (Arthur) is an Equity Research Vice President at H.C. Wainwright & Co., LLC, specializing in biotechnology and healthcare research with a focus on companies such as ALX Oncology Holdings Inc, Bioatla Inc, and Adaptimmune Therapeutics PLC. He has delivered a performance track record reflected by a 50% success rate and an average return of 17.6% per rating, with his most profitable trade achieving a 269.2% return. Beginning his career as a research scientist after earning a Ph.D. in Microbiology and Immunology from New York Medical College, Yu transitioned to equity research in 2017 at SunTrust Robinson Humphrey, followed by Cantor Fitzgerald, before joining H.C. Wainwright in 2019. He holds FINRA Series 7, 63, and 87 licenses and has passed CFA Levels I and II.

    Yu He (Arthur)'s questions to ALX ONCOLOGY HOLDINGS (ALXO) leadership

    Yu He (Arthur)'s questions to ALX ONCOLOGY HOLDINGS (ALXO) leadership • Q2 2025

    Question

    Arthur He of H.C. Wainwright & Co., LLC inquired about the baseline characteristics between CD47 high and low patient groups and asked if there was patient biopsy data showing CD47 upregulation after Enhertu treatment.

    Answer

    CEO Jason Lettmann stated that baseline characteristics were generally well-balanced and will be detailed at an upcoming medical meeting. CMO Alan Sandler noted that while they don't have specific patient data on post-Enhertu treatment, existing literature suggests CD47 expression increases with subsequent lines of therapy, which supports their trial's rationale.

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    Yu He (Arthur)'s questions to NEKTAR THERAPEUTICS (NKTR) leadership

    Yu He (Arthur)'s questions to NEKTAR THERAPEUTICS (NKTR) leadership • Q2 2025

    Question

    Arthur He from H.C. Wainwright & Co. asked for clarification on the biologic-experienced patient cohort for the planned pivotal study, specifically whether it would focus on patients who failed Dupixent or include a broader basket of prior therapies.

    Answer

    Chief Research & Development Officer Jonathan Zalevsky clarified that the biologic-experienced cohort would be broad. By the time the Phase III study begins, this population would primarily consist of patients who have not responded adequately to the IL-4/IL-13 class (e.g., Dupixent, lebrikizumab, Adbri) and potentially IL-31 antagonists. He noted that while the OX40 class may be approved, it would not yet represent a significant portion of the experienced patient pool.

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    Yu He (Arthur)'s questions to Aurinia Pharmaceuticals (AUPH) leadership

    Yu He (Arthur)'s questions to Aurinia Pharmaceuticals (AUPH) leadership • Q2 2025

    Question

    Arthur He from H.C. Wainwright & Co., LLC asked if Aurinia plans to present detailed data from the Aratinircept (AUR-200) single ascending dose study at a medical conference. He also inquired about the circumstances under which the company would disclose the specific indications being pursued for the asset.

    Answer

    Chief Medical Officer Dr. Greg Keenan confirmed the data will be presented at a future, yet-to-be-determined medical meeting. President and CEO Peter Greenleaf added that the latest the target indications would be disclosed is when the information becomes public on clinicaltrials.gov, reiterating that the details are currently being withheld for competitive reasons.

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    Yu He (Arthur)'s questions to Aurinia Pharmaceuticals (AUPH) leadership • Q2 2025

    Question

    Arthur He asked about plans to present detailed data from the Aratinacept SAD study at a medical conference and under what circumstances the company would disclose the drug's target indications.

    Answer

    Chief Medical Officer Dr. Greg Keenan confirmed the SAD study data will be presented at a future, yet-to-be-determined medical meeting. President and CEO Peter Greenleaf explained that target indications will become public information upon listing on clinicaltrials.gov, but the company is withholding details until then for competitive reasons.

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    Yu He (Arthur)'s questions to Aurinia Pharmaceuticals (AUPH) leadership • Q2 2025

    Question

    Arthur He asked if Aurinia plans to present detailed data from the Aratinacept single ascending dose study at a medical conference and under what circumstances the company would disclose the specific indications being pursued for the drug.

    Answer

    Chief Medical Officer Dr. Greg Keenan confirmed the data will be presented at a future, yet-to-be-determined meeting. President and CEO Peter Greenleaf added that the latest the indications would be disclosed is when they become public on clinicaltrials.gov, reiterating that the information is currently being withheld for competitive reasons.

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