Sean Lehman
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Sean Lehman
Sean Lehman is recorded as Analyst at Morgan Stanley. Sean Lehman has spoken on 5 earnings calls across 4 companies, most recently for Neurocrine Biosciences Inc on July 30, 2026. Those appearances were for Halozyme Therapeutics, Inc. (HALO), Neurocrine Biosciences Inc (NBIX), Argenx SE (ARGX) and Biomarin Pharmaceutical Inc (BMRN). The companies whose calls Sean Lehman spoke on are classified in the Healthcare sector.
Sean Lehman on recent calls
“My question is on the launch trajectory of Crenessi. You keep handily beating our numbers. I'm just wondering how the drug performs against your own internal expectations.”
“So with VivGuard delivering $4.2 billion this year in net sales and 90% year-over-year growth resulting in the first year of operating profitability, how should we think about the sustainability of this growth profile as penetration deepens in MG and CIDP throughout this year and next year thank you yeah thanks for…”
“How do you think about paying down debt, getting an even more conservative balance sheet and weighing that up against potential buybacks for next year and what opportunities electrify-like opportunities there might be out there?”
“Your crystal ball seems to be working pretty well. On the regulatory front, there's been quite a few moving pieces over the last few months, a lot of scuttlebutt on your stock a few months back with respect to certain issues, CMS draft guidance, et cetera.”
Affiliation history
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Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
Drug Manufacturers - Specialty & Generic · Healthcare
1 appearance
Latest appearance 2026-07-30
View calls and events
Argenx SE
ARGX
Biotechnology · Healthcare
1 appearance
Latest appearance 2026-02-26
View calls and events