Graig Suvannavejh, PhD
Biotechnology Small & Midcap
ADAP Adaptimmune Therapeutics, Inc.
ADVM Adverum Biotechnologies, Inc.
ALEC Alector Inc.
AXSM Axsome Therapeutics, Inc.
ATHA Athira Pharma, Inc.
BTAI BioXcel Therapeutics, Inc.
CRBP Corbus Pharmaceuticals
CRVS Corvus Pharmaceuticals, Inc
ERAS Erasca, Inc.
EYPT EyePoint Pharmaceuticals, Inc.
IDYA IDEAYA Biosciences
IMCR Immunocore Holdings PLC
IMTX Immatics N.V.
IMRX Immuneering Corporation
NMRA Neumora Therapeutics, Inc.
TERN Terns Pharmaceuticals, Inc.
VSTM Verastem, Inc.
VIGL Vigil Neuroscience, Inc.
Pharmaceuticals Specialty
AMLX Amylyx Pharmaceuticals, Inc.
APLS Apellis Pharmaceuticals, Inc.
HRMY Harmony Biosciences
INSM Insmed Incorporated
Differentiated Product
Graig brings a unique perspective to his research product. In addition to his PhD background in Neuroscience, Graig brings 25 years of experience in the biotech and pharmaceuticals sector, including 21 years on Wall Street and four years also in industry, with operational roles in business development and corporate strategy at Biogen and AbbVie. Graig began his career in investment banking before transitioning to equity research, where he has covered large cap pharma, generic and spec pharma, and biotech (where he has spent the majority of his time), including covering both US and European biotech. Given his long career, Graig is known for his breadth and depth of knowledge of most/all therapeutic categories, and his research product is known to be thoughtful, and differentiated – not only in terms of style, but more importantly, in terms of the content (both on the details but also on the bigger picture perspective).
Key Reports
• Major Model Updates and First Avexitide Forecasts; Upgrading to Outperform, PT Upped to $7
• Raising PT to $9 on a Fresh View of the LGSOC Opportunity; Next Data Catalyst Coming Soon
• Neurology Spotlight Series Call #7: KOL Insights on Navacaprant in MDD and KOASTAL-1
• Upgrading to Outperform, Raising PT to $12 on New Momentum for Soquelitinib in PTCL and AtD
• An Oncology-Obesity One-Two Punch; Ahead of Key Competitor Data, Initiate at Outperform
• Ophthalmology Spotlight Series #3: KOL Insights on EYP-1901 in NPDR vs. Wet AMD
• Building for the Longer Term; Upping PT to $52 to Reflect the Deeper and Bolstered Pipeline
• IP Expert Views on the Auvelity, Wakix, and Caplyta Patent Challenges
• KOL Call on Brensocatib Bullish; Reiterate Buy, as We See Potential for Estimate Upside
• FAERS Data Update: 10 Additional Cases of Retinal Vasculitis for Syfovre, None for Izervay
• Second Phase 3 MDD Data for Caplyta Expected Shortly; We're Bullish Ahead of the Readout
• Neurology Spotlight Series Call #5: KOL Insights on MDD and Novel Antidepressants
Notable Events
Mizuho’s Neuroscience Summit (now Mizuho’s Neuro & Ophthalmology Summit), Mizuho’s Therapeutics Expert Seminar, the Mizuho Neurology Spotlight Series, the Mizuho Ophthalmology Spotlight Series, and the Mizuho Patent/IP Series.
Analyst Bio
Graig joined Mizuho in January 2022 as a senior analyst based in New York, covering the biopharmaceuticals and biotechnology sector. He came from Goldman Sachs, where he built out and led the European biotechnology research franchise, and was a key player in the firm’s US biopharmaceuticals research efforts. Graig has had equity research roles at bulge bracket and boutique investment banks, including also Jefferies, JP Morgan, and UBS, and he holds a B.S. in Biology and an M.S. in Physiology (both from Georgetown University), and a Ph.D. in Neuroscience (from Northwestern University).