Analyst
UBS
Equibles does not estimate personal net worth.
Ash Burma is recorded as Analyst at UBS. Ash Burma has spoken on 4 earnings calls across 4 companies, most recently for Legend Biotech Corp on August 11, 2026. Those appearances were for Legend Biotech Corp (LEGN), Acadia Pharmaceuticals Inc (ACAD), Madrigal Pharmaceuticals, Inc. (MDGL) and Axsome Therapeutics, Inc. (AXSM). The companies whose calls Ash Burma spoke on are classified in the Healthcare sector.
“Thanks for taking our questions as well so maybe just the first one can you talk about the potential impact on carvic t from jnj's growing body of clinical data seen this monumental six data that for tech quality tal we showed uh has a ratio of 0.11 on pfs in second to fifth line patients uh so just help us understand…”
“Yeah, thanks for taking that question. on ADP as well, maybe just on the phase two, the effect size that you're shooting for the 0.4 that you mentioned about the powering, just help us understand like the prior study, 19, I've seen the data as I've shown as 0.32, but that was using a different MPI and it's still, but…”
“So maybe just can you talk about the breadth of prescribing right now and how do you think that would evolve?”
“Oh, hi, thanks for taking your question. So on the Salesforce expansion, pretty big step up twice versus the 300 reps that you had before. Yeah, just curious like what went into that math and if you can talk about, you know, consensus SG&A for 2026 is only showing up 15% year-over-year.”
UBS
Analyst
Transcript header (unverified)
LEGN
Biotechnology · Healthcare
