Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Andrew Berens (Leerink Partners) — Tellvest

Analysts/Andrew Berens

Andrew Berens

Leerink Partners

Healthcare

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q3 '25

Focus Areas3 topics

Innovation & R&D4Capital Allocation1Regulation Policy1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

INCYIncyte3 quarters

2025 Q3

if you could give some more color on the decision to terminate the povo program in CSU following your announcement in April that this Phase II is successful

Innovation & R&DCapital AllocationView in transcript →

Are we going to see combination data before you make that decision to advance

Innovation & R&DView in transcript →

2025 Q1

what would you have expected the control arm to do based on historical data? Are you guys gonna continue following these patients beyond eighteen weeks?

Innovation & R&DView in transcript →

2024 Q4

I don't think you commented on the Cmax. Wondering how that looked as you increase the dose to boost the Cmin?

Innovation & R&DRegulation PolicyView in transcript →