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Analyst
Chris Raymond
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 50%2 of 4 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with 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 2 companies
REGNRegeneron Pharmaceuticals3 questions · 3 reporting periods · 1 of 3 challenging
Calendar 2026 Q2
I'm wondering if you could maybe square that dynamic with some of the aversion to M&A
Show response
Schleifer rejected the premise directly, reframing the position as discipline on valuation rather than avoidance, and said Regeneron could do small or large deals.
Calendar 2025 Q4
Sanofi's commentary yesterday about taking potential for taking the runway out well beyond the current thinking
Show response
Schleifer declined to elaborate beyond Sanofi's commentary. Yancopoulos pivoted to highlight follow-on opportunities: long-acting IL-13, IL-4, IL-4/IL-13 bispecific, and 'supi-dupi' next-gen Dupixent. Emphasized Dupixent's unique safety profile from targeting a vestigial immune pathway.
Calendar 2025 Q3
can you talk about how that clinic inventory policies have evolved over time and especially how private equity
Show response
McCourt declined to address private equity or inventory dynamics directly. Redirected to product attributes: clinical efficacy, safety, durability, and payer coverage as the primary drivers of EYLEA HD adoption. Emphasized the product being 2 years in the market with growing physician experience.
ABBVAbbVie1 question · 1 reporting period · 1 of 1 challenging
Calendar 2024 Q4
in atopic derm, at least from our data, it looks like things are starting to flatten out a little bit
Show response
Jeff Stewart pushed back, noting in-place shares ramping above 20% driven by differentiation on stringent endpoints like skin clearance and itch reduction versus Dupixent.
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 |
|---|---|---|
| REGN Regeneron Pharmaceuticals | 3 | 33%1 of 3 questions |
| ABBV AbbVie | 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 | 1 | 100%1 of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 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 | 100%1 of 1 question | 1 |
- 2024 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 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 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Demand2
- Capital Allocation1
- M&A1