Analyst
RBC Capital Markets
Equibles does not estimate personal net worth.
Leonid Timoshev is recorded as Analyst at RBC Capital Markets. Leonid Timoshev has spoken on 5 earnings calls and 1 other investor event across 5 companies, most recently for CorMedix Inc. on August 13, 2026. Those appearances were for Nuvation Bio Inc. (NUVB), CorMedix Inc. (CRMD), INSMED Inc (INSM), Alkermes plc. (ALKS) and COMPASS Pathways plc (CMPS). The companies whose calls Leonid Timoshev spoke on are classified in the Healthcare sector.
“I want to ask on maybe if you can comment on what you're seeing in terms of volume growth in the existing channels thus far in this quarter, just given that we're in the post-ADAPA period now.”
“I just wanted to ask on the TPIP guide, actually, and the $6 billion, I guess, how are you thinking about the components there? And then, you know, specifically on IPF.”
“I just wanted to ask sort of how you're viewing the orexin commercial landscape and specifically maybe what your latest thinking is on pricing and how much of that strategy might be driven by, you know, how the competition evolves versus sort of what you're seeing as the intrinsic value of the molecule as sort of you…”
“I wanted to follow up on that a little bit. just maybe trying to better understand the dynamic of the new patient starts. I mean, it seems like it's been 200 for the past three quarters.”
RBC Capital Markets
Analyst
Transcript header (unverified)
NUVB
Biotechnology · Healthcare
CRMD
Biotechnology · Healthcare
INSM
Biotechnology · Healthcare
ALKS
Drug Manufacturers - Specialty & Generic · Healthcare
CMPS
Medical Care Facilities · Healthcare
