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Analyst
Chris Shibutani
Period: Reporting period mapped to calendar 2024 Q4.
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 4questioned at least once
- Reporting periods
- 1with 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 5 of 5 questions from 4 companies
PFEPfizer2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q4
On the pipeline, I noticed in Phase 2, you've advanced the GIP antagonist. Is that something that you'll be continuing to share data on
Show response
Boshoff described first-in-class GIPR antagonist in Phase 2 for obesity on GLP-1 background, with potential for fixed-dose combinations including danuglipron.
Are you solving for near-term revenues, or are you looking to use other methods, including perhaps partnerships over M&A?
Show response
Baum emphasized strategic focus over near-term revenue, acknowledged active evaluation of Chinese innovation across therapeutic areas beyond oncology.
ABBVAbbVie1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
can you comment about the potential impact of some of these combination approaches in immunology? Do you expect these to be IP extending
Show response
Roopal Thakkar outlined multi-step immunology combo strategy: co-formulations, bispecifics, and oral peptides via Nimble platform. Rob Michael positioned eye care as a potential long-term growth driver via REGENXBIO gene therapy.
BMYBristol Myers Squibb1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
There have been several advancements of time lines in terms of data readouts. And there's also been an absence of slippage
Show response
Chris credited laser focus on R&D productivity. Samit detailed process optimization and portfolio prioritization as key enablers.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
What is embedded in that assumption? Can you talk a little bit about the approach for timing of Orforglipron in terms of diabetes versus obesity?
Show response
Dave confirmed Orforglipron planned for full launch (sampling, co-pay, formulary, global) unlike supply-constrained injectable rollout. Obesity submission first, diabetes shortly after, early 2026 target.
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 |
|---|---|---|
| PFE Pfizer | 2 | —Rate withheld: fewer than 3 questions |
| ABBV AbbVie | 1 | —Rate withheld: fewer than 3 questions |
| BMY Bristol Myers Squibb | 1 | —Rate withheld: fewer than 3 questions |
| LLY Lilly (Eli) | 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 | 5 | 0%none of 5 questions | 4 |
- 2024 Q45 questions · challenge rate 0% (none of 5 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Capital Allocation2
- Product Launch2
- Cost Pressure1
- Geographic Expansion1
- M&A1