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Analyst
Andrew Berens
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 1 company
INCYIncyte4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 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
Show response
Bill cited priorities and better-returning programs. Pablo added FDA regulatory requirements for CSU pivotal were onerous. Data will almost certainly be published at a future conference.
Are we going to see combination data before you make that decision to advance
Show response
Pablo confirmed Phase III decision already made and proceeding in parallel with combination data generation. Speed is critical for competitive positioning. Combination data to be released next year.
Calendar 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?
Show response
Pablo confirmed 52-week follow-up for efficacy and safety. Emphasized crossover data demonstrates drug effect with doubling of responses after switching from placebo.
Calendar 2024 Q4
I don't think you commented on the Cmax. Wondering how that looked as you increase the dose to boost the Cmin?
Show response
Herve clarified XR cannot replicate twice-daily Cmax but met AUC and Cmin requirements. FDA agreed, only gating factor is stability studies, expected completed by year-end.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| INCY Incyte | 4 | 0%none of 4 questions |
- INCYIncyte · 4 questions0%none of 4 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D4
- Capital Allocation1
- Regulation Policy1