Biotechnology Small & Mid Cap
RLMD
SAGE Sage Therapeutics, Inc.
SRPT Sarepta Therapeutics, Inc.
TECX Tectonic Therapeutic Inc.
QURE uniQure N.V.
ARQT Arcutis Biotherapeutics Inc
ACAD Acadia Pharmaceuticals Inc.
ALKS Alkermes plc
RNAC Cartesian Therapeutics, Inc.
EOLS Evolus, Inc.
INAB IN8bio, Inc.
NBIX Neurocrine Biosciences, Inc.
Differentiated Product
The 3-person SMID-Cap Biotech Team has deep scientific background with a focus on therapeutics treating neuropsychiatric conditions and autoimmune diseases, extensive Wall Street experience (20 yrs), and strong Corporate Access. The team has done thoughtful analysis on emerging therapies in depression, narcolepsy, and dermatological inflammatory conditions (psoriasis, atopic dermatitis seborrheic dermatitis) as well as in the injectable facial aesthetics space. The team is known for completing timely and in-deep research addressing the most pertinent investor questions ahead of high-impact catalysts, particularly Arcutis’ better-than-expected Zoryve launch in seborrheic dermatitis, Sarepta’s Elevidys uptake from label expansion, Alkermes’ Phase 1b readout of ALKS 2680 and competitor readouts, and Neurocrine’s highly anticipated Phase 2 readout of NBI-568 (M4 agonist).
Key Reports
Notable Events
• Mizuho Annual Therapeutics Expert Seminar (Aesthetics, Autoimmune diseases, Neurology/Psychiatry)
• Boston Inaugural Neuroscience Summit
• Expert Event on Crinecerfont for CAH
• Daybue for Rett Syndrome
• Elevidys Label Expansion, and ALKS 2680 and the Orexin 2 Receptor Agonists class
Analyst Bio
Uy joined Mizuho in September 2019 as a vice president based in New York, covering the pharmaceutical and biotechnology sectors. Prior to Mizuho, Uy was at Credit Suisse and UBS where he where he was a key member of Institutional Investor ranked teams covering large cap and specialty pharmaceuticals. He worked in health care consulting before equity research. Uy has a BA from the University of Chicago and an MBA from the Olin School of Business.