Analyst
Piper Sandler
Equibles does not estimate personal net worth.
David Amselm is recorded as Analyst at Piper Sandler. David Amselm has spoken on 6 earnings calls across 5 companies, most recently for Bristol Myers Squibb Co on October 29, 2026. Those appearances were for Neurocrine Biosciences Inc (NBIX), Bristol Myers Squibb Co (BMY), Harmony Biosciences Holdings, Inc. (HRMY), Indivior Pharmaceuticals, Inc. (INDV) and Corcept Therapeutics Inc (CORT). The companies whose calls David Amselm spoke on are classified in the Healthcare sector.
“So another Phase 3 readout you had recently was raised 101, and with that in mind, I know it's only interim data, but maybe talk through just the path forward from a regulatory perspective and also contextualize the market opportunity here, the addressable patient population, both U.S. and ex-U.S., And how are you…”
“Can you clarify how much of your discontinuations are from edema? And regarding the management of edema, what are you going to be doing to sort of help patients and practitioners manage through that so as to minimize discontinuations due to fluid retention?”
“Just give us a roadmap on how to think about data milestones as we move through 27, particularly in healthy sleep-deprived volunteers.”
“First, on the gross margins, there's some improvement here. And with the manufacturing transition, Should we take that to mean that you could see manufacturing at even better gross margins going forward?”
“Maybe I'll ask another chronicity question but a different way. As you think about furthering penetration, are you getting any kind of pushback from endocrinologists?”
Piper Sandler
Analyst
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Drug Manufacturers - Specialty & Generic · Healthcare
Drug Manufacturers - General · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
