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Analyst
Andrew Brackmann
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 13on tracked calls
- Challenge rate
- 0%none of 13 questions
- Companies
- 4questioned at least once
- Reporting periods
- 6with 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 13 of 13 questions from 4 companies
DGXQuest Diagnostics6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q1
Can you maybe just sort of talk about any specific investments that are going to those areas in 2026 or in 2027?
Show response
Jim described investments: new Alzheimer's biomarkers beyond AB 42/40 and ApoE, collaboration with therapy makers, advanced HDL cardiometabolic testing, Haystack expansion with City of Hope, Rutgers, and MGH partnerships. Sam noted healthy portion of $550M capex goes toward esoteric lab capacity upgrades.
Calendar 2025 Q4
as you sort of think potentially about monetizing some of this longer term or maybe even partnering with some of these AI companies
Show response
Jim described four data customer segments: pharma (clinical trial targeting, patient cohorts), payers (patient lab history for plan switches), public health agencies (CDC, outbreak monitoring), and AI partnerships for population health insights.
Calendar 2025 Q3
how do you balance those types of distribution partnerships with potentially doing some of this testing yourselves in the future?
Show response
Jim explained Quest lists GRAIL and Guardant tests on its menu since it doesn't have competing early cancer screening tests. IT integration and collection services support distribution.
Calendar 2025 Q2
You maybe help us size that as a broader opportunity? And what further investments are you making there?
Show response
Jim described functional medicine as a sizable, double-digit growth category driven by prevention/wellness trends. Podcasters like Peter Attia and Andrew Huberman generating demand for ApoB and Lp(a).
Calendar 2025 Q1
how it's set up today to withstand any demand pressures from unemployment rates going higher, how does that sort of -- how has it changed
Show response
Jim cited 70-100bps volume impact in 2009-2010 Great Recession. Sam added more safety nets today (ACA), and patient collection rates held steady in prior downturn.
Calendar 2024 Q4
can you maybe just sort of shed a little bit more light on any volume or reimbursement expectations for that asset in 2025
Show response
Jim explained commercial billing process beginning with expected initial denials. Oncology is already a $1B business for Quest including AP and hematology. Expect pull-through from existing customer base.
LHLabCorp3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
Can you maybe pick that apart a bit more for us? And I guess, how should we be thinking about the go forward there
Show response
Julia detailed Dx margin drivers: Invitae accretion (annualized August), LaunchPad savings, slight weather favorability, offset by wage increases and hospital lab management mix. Q4 margins expected to moderate sequentially. Full year margin expansion in both segments.
Calendar 2025 Q2
I think you called out organic pricing up in the quarter. Can you maybe just peel that back a bit for us just in terms of the key drivers there?
Show response
Adam attributed pricing improvement to growing test per accession (aging population, disease severity, not just post-COVID catch-up) and specialty mix shift. Julia confirmed unit price relatively flat with price/mix benefit coming from mix.
Calendar 2024 Q4
can you maybe sort of talk about underlying inflation assumptions and how those might impact margins this year?
Show response
Adam cited 3-3.5% personnel inflation with improving turnover. Tariff impact reviewed across multiple scenarios and deemed very manageable.
TEMTempus AI, Inc.3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
talk about the acquisition in that lens now that it's sort of been a part of the company for some time
Show response
Eric said the primary rationale was a comprehensive testing menu, with data a secondary benefit.
Calendar 2025 Q2
how should we think about your appetite to continue to do acquisitions or partnerships
Show response
Eric emphasized disciplined, measured M&A that does not derail organic momentum.
Calendar 2024 Q4
does this sort of change, how you're sort of viewing payers' willingness to potentially expand reimbursement
Show response
Jim was encouraged but cautioned there is a long road to broad algorithmic reimbursement.
HOLXHologic1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
can you maybe talk about that target in the context of how international plays into the buildup there?
Show response
Steve said international is accretive to growth over the strat plan horizon despite near-term Africa/China noise. Growth will come more from mix and innovation than year-over-year price increases.
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 |
|---|---|---|
| DGX Quest Diagnostics | 6 | 0%none of 6 questions |
| LH LabCorp | 3 | 0%none of 3 questions |
| TEM Tempus AI, Inc. | 3 | 0%none of 3 questions |
| HOLX Hologic | 1 | —Rate withheld: fewer than 3 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 | 3 | 0%none of 3 questions | 3 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 4 | 0%none of 4 questions | 4 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q24 questions · challenge rate 0% (none of 4 questions) · 4 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth5
- Innovation & R&D3
- M&A3
- Demand3
- Pricing2
- Capex Investment1
- Cloud & AI1
- Competitive Dynamics1
- Geographic Expansion1
- Margin1
Show all 16 topics
- Capital Allocation1
- Macroeconomic1
- Product Launch1
- Cost Pressure1
- Trade Tariffs1
- Regulation Policy1