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Analyst
Bhavin Patel
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q2 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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
VTRSViatris4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2025 Q2
How do you see this drug positioned relative to other newer eye drop therapies for the improvement of near vision
Show response
Philippe differentiated MR-141 from miotic products citing lower risk of blurry vision, headaches, and retinal detachment. Designed to reduce pupil size to no less than 2mm. Corinne highlighted 128 million US presbyopia patients.
we saw a sequential improvement from 1Q's 56% to 2Q's 58%. Maybe if you could provide some more color on the key drivers of this improvement
Show response
Doretta cited slightly less Indore penalty mix shift impact and improved product and segment mix. Gross margins in line with expectations. Second-half gross margins expected to be consistent with first-half phasing.
Calendar 2025 Q1
if you can elaborate on the volume versus price drivers for key brands like Lipitor in developed markets in greater China
Show response
Doretta highlighted China 4% growth, strong European brand performance with Creon, Brufen, and Thrombosis portfolio. Generic weakness driven primarily by Indore.
the guidance assumes a significant second half ramp in revenue, EBITDA, and earnings per share
Show response
Doretta cited Indore impact more acute in first half, back-weighted new product launches, and normal European product seasonality driving second half weighting.
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 |
|---|---|---|
| VTRS Viatris | 4 | 25%1 of 4 questions |
- VTRSViatris · 4 questions25%1 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Innovation & R&D1
- Margin1
- Revenue Growth1
- Guidance Reliability1
- Product Launch1