Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Eric Schmidt
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 4on tracked calls
- Challenge rate
- 50%2 of 4 questionsLimited sample
- Companies
- 2questioned 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 4 of 4 questions from 2 companies
BIIBBiogen2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2025 Q4
Is this the right time for a share buyback or otherwise a return of capital to shareholders
Show response
Robin acknowledged broad approach to capital deployment. Share buyback not ruled out but priority is top-line growth through BD and pipeline investment. Chris emphasized continuing to look for acquisition targets in the $5-6B range.
Calendar 2025 Q2
We've seen some third-party data that suggests that LEQEMBI may be losing a little bit of share in the U.S. So wonder if you might comment on the competitive dynamic
Show response
Alisha noted competitor growth is primarily among HCPs already prescribing LEQEMBI or at same sites. LEQEMBI driving expansion with 70% of new writer growth from physicians at new sites. Anti-amyloid market growing ~15% in Q2. Priya cited independent AAIC analysis showing modified donanemab titration benefit confined mainly to homozygotes.
INCYIncyte2 questions · 2 reporting periods · 1 of 2 challenging
Calendar 2026 Q2
how are you feeling about the breadth and depth of your pipeline? Do you have more capacity
Show response
Meury declined to give an R&D-to-sales target but framed any margin compression as needing a clear link to risk-adjusted pipeline value, naming four high-PTRS assets.
Calendar 2025 Q4
Are we going to see any additional phase one two data in 2026? And does the pivotal study have an interim analysis
Show response
Pablo confirmed additional combination data (FOLFOX/bev and other combos) to be presented in 2026. Phase III already initiated with 200+ sites globally. Timing of specific disclosures dependent on conference submissions.
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 |
|---|---|---|
| BIIB Biogen | 2 | —Rate withheld: fewer than 3 questions |
| INCY Incyte | 2 | —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 |
|---|---|---|---|
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- M&A2
- Capex Investment1
- Margin1
- Capital Allocation1
- Innovation & R&D1
- Competitive Dynamics1
- Demand1