瑞信-美股-生物科技行业-美国生物科技：管理团队的主要问题-2020.1.6.pdf

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1、6January2020EquityResearchAmericas

2、UnitedStatesU.S.BiotechnologyPrepMaterialsforNextWeek’sBiotechCircusinSF:WhattoExpectattheConferenceandKeyQuestionsforManagementTeamsBiotechnology

3、CommentAheadofnextweek’smajorhealthcareconferencetheUSBiotechTeam(bot

4、hSeigermanandResearchAnalystsAuster)haveputtogetheracomprehensivelistofwhattoexpectforeachcompanythatwecoverthatwillbepresenting.WehavealsoincludedacomprehensivequestionbankforMartinAuster,M.D.companymanagement.Belowyouwillfindasummaryofwhattoexpectfr

5、omourcovered2123256573companies,includingwhoislikelytopre-reportofearnings,provideguidance,commercialmartin.auster@credit-suisse.comlaunchupdates,pipelineupdates,and/orotherprogramstatusupdates.EvanSeigerman2123254463PossibleUpdatesHighlightsEarly2020

6、evan.seigerman@credit-suisse.comPre-reportingofEarningsor2020GuidanceTiagoFauth2123257569tiago.fauth@credit-suisse.comCommercialLaunchUpdatesMarkConnolly2123257576mark.connolly@credit-suisse.comSignificantPipelineUpdatesThomasDeal2123253719thomasavery

7、.deal@credit-suisse.comMatthewTerwelp,MD2123253493matthew.terwelp@credit-suisse.comProgramStatusUpdatesDISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclo

8、sure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmaki

9、ngtheirinvestmentdecision.6January2020TableofContentsExpectationsforEarlyJanuary20203QuestionBank6Acceleron–XLRN........................................................................................................6Aimmune–AIMT......................

10、....................................................................................8Alexion–ALXN............................................................................................................9Allena–ALNA..........................