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Analyst
Faisal Khursheed
Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q3 (3 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none 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. See how we grade analysts on earnings-call questions.
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
INSMInsmed Incorporated3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q3
what investors should expect with respect to seasonal dynamics with this product
Show response
Lewis said it is too early to call seasonality, does not see it as a big force, and advised not modeling much of it until spring.
Calendar 2026 Q2
you made some comments in the past about the BRINSUPRI ex U.S. launch sort of pending clarity on MFN.
Show response
Khursheed asked about the ex-US launch and MFN; Lewis said MFN is relevant but not controlling and that Europe's opportunity is diminished while Japan is strong.
Calendar 2026 Q1
you cited that the, I think, persistency rate on oral meds like statins at 6 months are around 70%, and that you're sitting a little bit above that
Show response
Management confirmed they are above the 70% statin 6-month continuation benchmark. Highlighted positive patient feedback and benign safety profile as key drivers. Did not break out differences between patient cohorts.
INCYIncyte1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Can you set expectations for the G12D update that you’re going to have at ESMO?
Show response
Cagnoni gave the dataset size and split plus colorectal plans; Meury added that pancreatic cancer is unlikely to be winner-take-all and only two companies are in Phase 3.
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 |
| INCY Incyte | 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 |
|---|---|---|---|
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Innovation & R&D1
- Competitive Dynamics1
- Geographic Expansion1
- Regulation Policy1
- Product Launch1
- Subscriber Growth1