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Analyst
Gary Nachman
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q2 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 2 companies
ALNYAlnylam Pharmaceuticals2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
is that creating a headwind for AMVUTTRA's launch in CM or is it helping create more noise for the entire category
Show response
Management positioned competitor activity as category tailwind and took a veiled shot at competitors selectively highlighting data, emphasizing AMVUTTRA's comprehensive evidence.
Calendar 2024 Q4
talk about the competitive dynamics you're seeing with Wainua in polyneuropathy with both products growing
Show response
Management cited strong 42% U.S. YoY growth despite Wainua competition, emphasizing differentiated 4x/year HCP-administered profile and expectations for CM dynamics to follow.
ABBVAbbVie1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
What are you seeing regarding the competitive dynamics in the IL-23 class, especially with J&J's TREMFYA with their new IBD approvals
Show response
Jeff Stewart cited psoriasis IL-23 category expansion from single-digits to 60% share as precedent for massive IBD headroom. Prudently allocates some share to Tremfya but confident in Skyrizi's competitive position. Scott Reents confirmed neuroscience growth is volume-driven with double-digit Vraylar volume growth; minor Vraylar price favorability from Part D redesign dynamics.
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 |
|---|---|---|
| ALNY Alnylam Pharmaceuticals | 2 | —Rate withheld: fewer than 3 questions |
| ABBV AbbVie | 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Revenue Growth1
- Demand1
- Pricing1