| 4/29/2022 |
Merck & Co. Inc. (MRK) Q1 2022 Earnings Call Transcript |
alphastreet.com |
... to Rob’s point, our early introductions into the earlier-stage cancers with five indications now in KEYTRUDA are putting us on a very good course to have this impact.OperatorNext, we have Umer Raffat from Evercore ISI. Your line is open.Umer Raffat — Evercore ISI — AnalystHi guys. Thanks for taking my question. Maybe let me touch up on molnupiravir real quick. I think the total ... |
| 2/3/2022 |
Biogen, Inc. (BIIB) Q4 2021 Earnings Call Transcript |
alphastreet.com |
... the same time for tech, at the same time, as already communicated, we are launching VUMERITY in 20 markets within the EU.OperatorAnd we’ll go ahead and take our next question from Umer Raffat with Evercore ISI.Umer Raffat — Evercore ISI — AnalystHi, guys. Thanks for taking my question. I wanted to focus on BAN2401 for a second and really just two questions there. One, can ... |
| 9/9/2021 |
Biogen admits Aduhelm launch ‘slower than we anticipated’ |
STAT |
... Vounatsos said.Biogen’s share price fell nearly 6% during the company’s presentation. Wall Street’s earnings estimates for Biogen implied that about 12,000 patients were receiving Aduhelm, according to Evercore ISI analyst Umer Raffat , suggesting a massive disparity between investor expectations and commercial reality. The company has lost nearly 25% of its value since Aduhelm was approved.advertisementVounatsos blamed Aduhelm’s slow uptake on insufficient infrastructure to ... |
| 8/13/2021 |
BioCentury - Next up in COVID-19 with Otello Stampacchia and Umer Raffat: a BioCentury podcast |
biocentury.com |
What should biopharmas battling the pandemic be thinking about? Omega Funds’ Otello Stampacchia and Evercore ISI’s Umer Raffat join BioCentury’s editors on the BioCentury This Week podcast to discuss what’s next in COVID-19 countermeasures, the future of mRNA and the growing role of preprint servers in delivering data. As the COVID-19 pandemic continues to evolve, more than 4.3 million people around the world have ... |
| 7/23/2021 |
Biogen Inc. (BIIB) Q2 2021 Earnings Call Transcript |
alphastreet.com |
... Alaimo — President, Biogen U.S. Organization Michael McDonnell — Chief Financial Officer Chirfi Guindo — Head of Global Product Strategy and Commercialization Jay Olson — Oppeheimer — Analyst Michael Yee — Jefferies — Analyst Umer Raffat — Evercore ISI — Analyst Marc Goodman — SVB Leerink — Analyst Matthew Harrison — Morgan Stanley — Analyst Phil Nadeau — Cowen & Company — Analyst Paul Matteis — Stifel Nicolaus — Analyst Cory ... |
| 6/8/2021 |
Biogen faces tough questions over $56K a year price of newly approved Alzheimer's drug |
CNBC |
... we were at $10k) the sticker shock could further invigorate scrutiny on drug pricing," Stifel analyst Jeff Preis told investors in a note Monday.On a call with investors Tuesday morning, Evercore ISI analyst Umer Raffat congratulated the Massachusetts-based company on the drug's U.S. approval before asking executives to explain its price."I do think there's a disconnect between some of the words that you've shared in your press ... |
| 5/6/2021 |
Asian Vaccine Makers’ Shares Slammed as U.S. Backs IP Waiver |
Yahoo News |
... announcement. The Biden administration’s plans will only open up a negotiation at the WTO and other countries and members remain unwilling, said Barclays analyst Carter Gould in a note.For Evercore ISI analyst Umer Raffat , U.S. support didn’t mean it was a “100% done deal” as other countries are also opposed. It “remains to be seen if U.S. leadership’s position sways others,” Raffat wrote in ... |
| 5/6/2021 |
Asian Vaccine Makers’ Shares Slammed as U.S. Backs IP Waiver |
Yahoo News |
... announcement. The Biden administration’s plans will only open up a negotiation at the WTO and other countries and members remain unwilling, said Barclays analyst Carter Gould in a note.For Evercore ISI analyst Umer Raffat , U.S. support didn’t mean it was a “100% done deal” as other countries are also opposed. It “remains to be seen if U.S. leadership’s position sways others,” Raffat wrote in ... |
| 4/29/2021 |
Merck & Co., Inc. (MRK) Q1 2021 Earnings Call Transcript |
alphastreet.com |
... President and President, Human Health Caroline Litchfield — Executive Vice President and Chief Financial Officer Dean Y. Li — Executive Vice President and President, Merck Research Laboratories Terence Flynn — Goldman Sachs — Analyst Umer Raffat — Evercore ISI — Analyst Chris Schott — J.P. Morgan — Analyst Andrew Baum — Citigroup — Analyst Geoff Meacham — Bank of America — Analyst Ronny Gal — Bernstein — Analyst Luisa Hector ... |
| 4/28/2021 |
Amgen Inc. (AMGN) Q1 2021 Earnings Call Transcript |
alphastreet.com |
... Michael Yee — Jefferies — Analyst Jay Olson — Oppenheimer — Analyst Matthew Harrison — Morgan Stanley — Analyst Yaron Werber — Cowen and Company — Analyst Terence Flynn — Goldman Sachs — Analyst Umer Raffat — Evercore ISI — Analyst Mohit Bansal — Citi — Analyst Geoffrey Porges — SVB Leerink — Analyst Alethia Young — Cantor Fitzgerald — Analyst Dane Leone — Raymond James — Analyst Ronny Gal ... |
| 4/27/2021 |
Eli Lilly and Company (LLY) Q1 2021 Earnings Call Transcript |
alphastreet.com |
... Research — Analyst Andrew Baum — Citigroup — Analyst Steve Scala — Cowen — Analyst Terence Flynn — Goldman Sachs — Analyst Ronny Gal — Bernstein — Analyst Kerry Holford — Berenberg — Analyst Umer Raffat — Evercore — Analyst Gregg Gilbert — Truist Securities — Analyst Operator Ladies and gentlemen, thank you for standing by and welcome to the Lilly Q1 2021 Earnings Conference Call. [Operator Instructions] As a ... |
| 4/22/2021 |
Biogen Inc. (BIIB) Q1 2021 Earnings Call Transcript |
alphastreet.com |
... and Development Michael McDonnell — Chief Financial Officer Michael Yee — Jefferies — Analyst Ronny Gal — Bernstein — Analyst Marc Goodman — SVB Leerink — Analyst Yatin Suneja — Guggenheim Partners — Analyst Umer Raffat — Evercore — Analyst Matthew Harrison — Morgan Stanley — Analyst Brian Abrahams — RBC Capital Markets — Analyst Colin Bristow — UBS — Analyst Evan Seigerman — Credit Suisse — Analyst Jay Olson ... |
| 12/4/2020 |
Investors send Bristol Myers' CVR soaring on rekindled hopes for timely CAR-T site inspection |
FiercePharma |
... company’s CEO, Scott Koenig, said at Evercore ISI’s annual HealthCONx event Wednesday.The site belongs to contract manufacturer AGC Biologics in Seattle, and the inspection was conducted in person, Evercore ISI analyst Umer Raffat wrote in an investor note Thursday. The CDMO didn’t immediately respond to a Fierce Pharma request for confirmation.By itself, the drug isn’t the most important candidate in Macrogenics’ portfolio, according ... |
| 11/3/2020 |
Bausch Health Companies Inc. (BHC) Q3 2020 Earnings Call Transcript |
alphastreet.com |
... in order to continue to build what we hope will be a best-in-class product for the contact lens wearers through the SiHy Daily.Operator, next question, please.Our next question comes from Umer Raffat with Evercore. Please go ahead.Umer Raffat — Evercore ISI — AnalystHi. Thanks so much for taking my questions. I think perhaps the first one is the obvious one from the Print, which ... |
| 10/21/2020 |
Evercore ISI Recognized as the Top Ranked Independent Firm in U.S. Equity Research |
universdev.com |
... founder and Chairman, was awarded the 1 position in Economics, a recognition he has earned 40 times. David Raso, who covers Machinery, Engineering and Construction, was ranked 1 for the 20th time. In addition, Umer Raffat , Evercore ISI’s Pharmaceuticals and Large-Cap Biotech analyst, was named to II’s Hall of Fame having received ten 1 positions over the years. In all, Evercore ISI claimed a Firm record 39 individual positions ... |
| 10/21/2020 |
Evercore ISI Recognized as the Top Ranked Independent Firm in U.S. Equity Research |
gurufocus.com |
... and Chairman, was awarded the 1 position in Economics, a recognition he has earned 40 times. David Raso, who covers Machinery, Engineering and Construction, was ranked 1 for the 20 th time. In addition, Umer Raffat , Evercore ISI’s Pharmaceuticals and Large-Cap Biotech analyst, was named to II’s Hall of Fame having received ten 1 positions over the years. In all, Evercore ISI claimed a Firm record 39 individual positions ... |
| 10/21/2020 |
Biogen Inc. (BIIB) Q3 2020 Earnings Call Transcript |
alphastreet.com |
... In terms of your question on inventory, I would just say it wasn’t a significant impact in the quarter and not something that we called out.OperatorWe will take our next question from Umer Raffat with Evercore ISI.Umer Raffat — Evercore ISI — AnalystHi, guys. Thanks for taking my question. Michel, I know you were super excited the day you guys decided to file with FDA. I don’t know ... |
| 10/20/2020 |
The The Crisis Responders |
institutionalinvestor.com |
... at the center of the economic and public health crises. Some, like Glass and Keay, had the impossible task of predicting the future of companies that had been completely disrupted. Others, like pharmaceuticals analyst Umer Raffat and telecom researcher Tal Liani, watched investor demand surge for their stocks, which were seen as part of the solution to 2020’s biggest challenges.Below, five crisis stars share their views on some ... |
| 10/10/2020 |
Pfizer trying to defuse critics amid push for vaccine before Election Day |
areyoupop.com |
... to a late October announcement that it’s found a working vaccine. “The moment that data is processed and reported to management, they basically have to put out a press release, irrespective of politics,” said Umer Raffat , an analyst at investment bank Evercore ISI. Pfizer spokesperson Sharon Castillo downplayed the company’s efforts to head off criticism, calling its meetings with scientists a standard practice. “This is not something out of the ... |
| 8/6/2020 |
Mylan N.V. (MYL) Q2 2020 Earnings Call Transcript | AlphaStreet |
alphastreet.com |
... see some potential opportunity. Randall Stanicky — RBC Capital Markets — Analyst Great. Thank you. Robert J. Coury — Executive Chairman and Director Hey, Brandy, next question. Thank you. Your next question comes from the line of Umer Raffat of Evercore. Umer Raffat — Evercore — Analyst Hi. Thanks so much for taking my question. I wanted to focus on Viatris, Robert, but the two parts, if I may. First, as we think about many ... |