BIIB
Drug Manufacturers - General · Healthcare
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Evan Siegerman is recorded as Analyst at BMO Capital Markets. Evan Siegerman has spoken on 8 earnings calls and 3 other investor events across 6 companies, most recently for Gilead Sciences, Inc. on August 4, 2026. Those appearances were for Biogen Inc. (BIIB), Gilead Sciences, Inc. (GILD), Incyte Corp (INCY), Vertex Pharmaceuticals Inc (VRTX), Acadia Pharmaceuticals Inc (ACAD) and 1 other company. The companies whose calls Evan Siegerman spoke on are classified in the Healthcare sector.
“Kyle, thank you so much for taking my question. One more on prep, specifically talking about Yes2Go and your once-weekly options.”
“I think, Chris, you had mentioned Felsartramab and AMR could be a $2 billion opportunity. But that's really not reflected in Biogen's current valuation. What do you think we as investors need to see to be convinced of that?”
“I want to touch back on some of the data at ESMA, specifically on 734. As you prepared to present the PDAC and CRC data later this year, what benchmarks should we use to judge success?”
“As we look at the data, is it possible that, you know, you're not, you're, you're, is it possible that we're knocking down tau too much at the high doses to not get an effect?”
“So mechanistically, when you think about the kind of competition out there, Walk me through why you think the Crenetics asset is potentially better than Crenicity.”
BMO Capital Markets
Analyst
Transcript header (unverified)
BIIB
Drug Manufacturers - General · Healthcare
Drug Manufacturers - General · Healthcare
INCY
Biotechnology · Healthcare
PFE
Drug Manufacturers - General · Healthcare