Salim Syed
Biotechnology Small & Midcap
RCUS Arcus Biosciences, Inc.
ASMB Assembly Biosciences, Inc.
ATRA Atara Biotherapeutics, Inc.
AUTL Autolus Therapeutics, plc
BBIO BridgeBio Pharma, Inc.
CRSP CRISPR Therapeutics AG
CYTK Cytokinetics, Incorporated
ELVN Enliven Therapeutics, Inc.
FATE Fate Therapeutics, Inc.
INCY Incyte Corporation
IOVA Iovance Biotherapeutics, Inc.
KURA Kura Oncology, Inc.
MAZE Maze Therapeutics, Inc.
NKTX Nkarta, Inc.
SNDX Syndax Pharmaceuticals, Inc.
UBX Unity Biotechnology, Inc.
PCVX Vaxcyte, Inc.
WVE Wave Life Sciences Ltd.
Biotechnology Large Cap
AMGN Amgen Inc.
BIIB Biogen Inc.
GILD Gilead Sciences, Inc.
Differentiated Product
Salim and his 3-person team (including 2 PhDs/1 MD) are known for their in-depth, high-quality reports; quick, yet insightful notes; and client-centric, commercial approach to covering the biotechnology sector (both SMIDcap and Largecap Biotechnology). In addition to product, the team remains hyper-focused on service, being a consistent thought partner to investors and responsive aid to anything with which they need help. The team acts as an information and sentiment hub, having its pulse on any pertinent micro-movements, heading into critical catalysts, while also providing actionable corporate access throughout the year. The team is also known for its kindness and relentless, high-fidelity work ethic, as well as being incredibly well-networked in the ecosystem and is widely followed (10K+ followers on LinkedIn).
Key Reports
- CYTK: Ph3 ACACIA 2Q26 => Webinar and 25-Page Framework Going into Topline Data Readout
- BBIO: PFE's Tafamidis Bench Trial Is Next Week ==> Framework + Potential BBIO Stock Scenarios
- PCVX: NYC Group Dinner ==> Macro, Clinical Trials, and Path to Commercialization; Sentiment +ive
- RCUS: Cas Monotx Fall Data (Seems Underappreciated), w/ 2026 Read-Across + NYC/Boston NDR Takeaways
- MAZE: 300-Page Deep-Dive, Video, with Thematic Primers on Renal and Metabolic Disease
- ELVN: 180-Page Deep-Dive, Video, with Thematic Primers on Cancer and Targeted/Precision Therapies in CML
- GILD: HIV Doc Call Series ==> Lenacapavir and the HIV PrEP Market
- My BiotechTV Interview (~32 Minutes) ==> BBIO / CYTK / PCVX / BIIB / RCUS
- Large-Cap & SMID-cap Biotech Outlook 2026: ~250-Page Sector Commentary, Investor Survey (n=74) and Corporate Survey (n=77)
Notable Events
The biotech team hosted Mizuho’s 6th Annual Therapeutics Expert Seminar with ~290 attendees and JPM reception in San Francisco with ~375 attendees. Salim’s team held multiple investor group zoom webinars on the space and single-stock frameworks (e.g., recently CYTK). In addition, throughout the year, his team held various NDRs.
Analyst Bio
Salim Syed joined Mizuho in February 2016 as a senior analyst based in New York, covering both SMIDcap and Largecap Biotechnology. Since joining Mizuho, Salim has consistently appeared in the Extel (formerly Institutional Investor) All-America Research survey, most recently, in 2024 and 2025, in the top ~20-25% of analysts polled in each of his two sectors. In his first two years as a publishing analyst, 2017 and 2018, he was also named a First-Place Rising Star. Prior to Mizuho, Salim spent over five years as a member of Evercore ISI’s Institutional Investor All-America Research Team. Prior to Evercore ISI, Salim spent over four years at Morgan Stanley as an investment banker. Salim has made multiple media guest appearances (e.g., BiotechTV, CNBC, etc.) and on numerous occasions been quoted in the written press.