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Analyst
Derek Archila
Period: Reporting periods mapped to calendar 2025 Q3 – 2026 Q2 (4 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned 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 1 company
INCYIncyte4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
could walk us through kind of the decision framework, you know, what sort of data thresholds may trigger an opt-in
Show response
Cagnoni deferred disclosure to Syndax and gave no numeric threshold, confirming only that cost and economic sharing match existing indications.
Calendar 2026 Q1
is the expectation we should see deepening responses in these MF cohorts at the update
Show response
Pablo confirmed continued evidence of disease modification at EHA: dramatic reduction and near-elimination of malignant megakaryocytes in bone marrow and peripheral blood. More translational data to be presented.
Calendar 2025 Q4
how much revenue contribution from RUX XR are you really baking into the Jakafi guide
Show response
Bill confirmed no XR revenue in 2026 guidance. Jakafi expected mid-to-high single-digit grower through 2028. At midpoint 20% conversion, nearly $250M at XR when generics arrive in 2029.
Calendar 2025 Q3
will these be with IV or with the on-body pump from enFuse? And then just a quick follow-up
Show response
Pablo confirmed ET pivotal likely before enFuse device ready. MF goal is to deploy subcu from start. Mohamed estimated 15-30% XR conversion from IR by 2028 with slower erosion curve contributing through 2030+.
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 |
|---|---|---|
| INCY Incyte | 4 | 0%none of 4 questions |
- INCYIncyte · 4 questions0%none 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 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 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Product Launch2
- Capital Allocation1
- Revenue Growth1