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Analyst
Frederick Wise
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 40%2 of 5 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 5 of 5 questions from 1 company
BSXBoston Scientific5 questions · 4 reporting periods · 2 of 5 challenging
Calendar 2026 Q1
how specifically are you going to tackle the growth rate factors that impacted this quarter?
Show response
Mike outlined dedicated WATCHMAN commercial reps, augmented marketing around CHAMPION data, physician activation investments, and Ken Stein added that data dissemination and hospital capacity investments take time.
Calendar 2025 Q3
where do we go from here on the margin front? How big a driver of your operating margin goals is gross margin?
Show response
CFO expects mix to remain a tailwind from EP and WATCHMAN. Tariffs will annualize as 2026 headwind. SG&A leverage to continue. R&D at 9-10% of sales. More detail on 2026 margins at Q4 call.
Calendar 2025 Q2
is this still the ASC a net positive given maybe potentially lower WATCHMAN implants
Show response
Dr. Stein sees ASC as net positive. Approximately 20 states without CON laws represent 40% of volume. Initial ASC cases would be simpler de novo paroxysmal, not concomitant candidates.
How do we think about this, is renal innovation here now, given the recent approvals?
Show response
CEO believes ultrasound modality will be preferred over RF. BSX will not be first to market but timing is not far behind. More details on approval timeline at Investor Day. Market could be multibillion-dollar over time.
Calendar 2025 Q1
maybe talk if you would about not tariffs specifically, but sort of other aspects of the trade wars
Show response
CEO emphasized strong results enable unique tariff absorption capacity. China at 7-8% of sales expects double-digit growth despite extensive VBP pressure. No manufacturing footprint changes planned.
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 |
|---|---|---|
| BSX Boston Scientific | 5 | 40%2 of 5 questions |
- BSXBoston Scientific · 5 questions40%2 of 5 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 100%1 of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Competitive Dynamics1
- Margin1
- Guidance Reliability1
- Regulation Policy1
- M&A1
- Innovation & R&D1
- Trade Tariffs1
- Supply Chain1
- Geographic Expansion1