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Analyst
Brandon Frith
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 1 company
INSMInsmed Incorporated3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
So curious to know what was the reason for the lower GTN? Was it Medicare patients fewer than previously anticipated
Show response
Frith (for Andy Chen) asked why GTN came in lower; Bonstein credited clearer midpoint-of-year contracting visibility rather than confirming specific drivers.
Calendar 2025 Q4
How are you thinking about this relative to achieving cash flow positivity?
Show response
CEO described cash flow positivity as inevitable based on base business revenue trajectory. Base plan includes existing Phase 3 programs and potential HS program. BD is incremental and separate from cash flow positivity path. CFO confirmed $1.4B provides capacity to fund through positivity for base business.
Calendar 2025 Q3
will you be sharing HiSCR data at the top line readout?
Show response
CMO confirmed HiSCR 50 and HiSCR 75 will be reported as secondary endpoints at 16-week top line. Noted 52-week HiSCR data is the more relevant measure for Phase 3 design. Primary endpoint remains AN count reduction at 16 weeks.
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 |
|---|---|---|
| INSM Insmed Incorporated | 3 | 0%none of 3 questions |
- INSMInsmed Incorporated · 3 questions0%none of 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 |
|---|---|---|---|
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin1
- Pricing1
- Capital Allocation1
- Capex Investment1
- Innovation & R&D1