David Dye
Analyst
UBS
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About David Dye
David Dye is recorded as Analyst at UBS. David Dye has spoken on 4 earnings calls and 1 other investor event across 4 companies, most recently for BioNTech SE on August 4, 2026. Those appearances were for Iovance Biotherapeutics, Inc. (IOVA), BioNTech SE (BNTX), Kura Oncology, Inc. (KURA) and Summit Therapeutics Inc. (SMMT). The companies whose calls David Dye spoke on are classified in the Healthcare sector.
David Dye on recent calls
“I just, for me to make a plus chemo in frontline non-small cell lung cancer, we've seen some encouraging phase two data so far, especially showing transmission from China to global.”
“Thinking about the potential other combinations in addition to CABL and RAS inhibitors, maybe wondering if you can tease some of the potential combination strategies or interesting MOAs you're currently evaluating.”
“So for the updated Harmony data that you presented yesterday, could you help us understand the maturity of the updated OS dataset relative to September 2005 analysis and whether the incremental fall meaningfully increased the number of OS events observed?”
“So, just on the ATC REM, you're seeing early community initiatives in there. I'm just curious in terms of what are the timeline for the community activation to actually see patients treated?”
“So, first question just around thinking about the patient ramps more intactly. Based on current round rate, we calculated that patients need to grow about 26 to 32 patients per quarter over the next couple of quarters in the midpoint of the guidance.”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
BioNTech SE
BNTX
Biotechnology · Healthcare
1 appearance
Latest appearance 2026-08-04
View calls and events
Kura Oncology, Inc.
KURA
Biotechnology · Healthcare
1 appearance
Latest appearance 2026-07-27
View calls and events