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Analyst
Gavin Clark-Gartner
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 33%2 of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 6 of 6 questions from 2 companies
INSMInsmed Incorporated4 questions · 4 reporting periods · 2 of 4 challenging
Calendar 2026 Q2
what takes you to the high end or the low end of this BRINSUPRI guidance?
Show response
Clark-Gartner pressed on the wide 2026 range and high/low-end drivers; Lewis framed the 25% to 40% raise but deferred specifics on where within the range.
Calendar 2026 Q1
For the 11,500 patients who started on therapy by the end of 2025, for that same cohort of patients, how many were still on paid therapy at the end of the first quarter?
Show response
Management declined to walk through the specific math but cited tracking above statin benchmarks of ~70% continuation at 6 months and ~60% at 12 months. Offered to discuss specifics offline.
Calendar 2025 Q4
What is that actual approval rate right now?
Show response
CEO declined to disclose specific approval rate but confirmed it meets or exceeds the high ARIKAYCE benchmark. Described overall dashboard as green across all metrics.
Calendar 2025 Q3
What's your expectation for the control arm TSS reduction from baseline?
Show response
CMO referenced Optinose and DUPIXENT ORION trials for placebo benchmarks. BiRCh patients enter at sTSS 5+ (max 9) after 4 weeks stable steroids. Both above and below 300 eosinophil patients enrolled; ITT analysis on entire population regardless of eosinophil level.
INCYIncyte2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
For 989 should we expect updated ET data alongside the MS data later this year
Show response
Pablo confirmed ET data update will accompany MF data release. Working to obtain regulatory feedback with goal of starting pivotal ET trials early 2026.
Calendar 2025 Q1
I believe on the slides, you noted the data got moved to the second half of this year
Show response
Steven acknowledged event-driven timing may push data slightly later, noted Polivy as reasonable efficacy benchmark for similar high-IPI population. Delay of events could be positive signal.
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 | 4 | 50%2 of 4 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 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 100%1 of 1 question | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 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 100% (1 of 1 question) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Demand2
- Guidance Reliability1
- Subscriber Growth1
- Product Launch1
- Pricing1