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Analyst
Graig Suvannavejh
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with 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
INSMInsmed Incorporated5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
how much of a potential springboard ATS might be, particularly from a prescribing perspective. And if you could also remind us of past comments
Show response
Management expects a temporary dip during ATS week followed by acceleration. On AI, they are examining historic CT scans and patient records to identify undiagnosed bronchiectasis, expecting multiple parallel programs.
Calendar 2025 Q4
to be able to tap into that patient population, is there anything that you need to do, i.e., do you need to run a clinical study?
Show response
CEO confirmed entirely on-label: COPD/asthma patients who get CT scan confirming bronchiectasis diagnosis are immediately on-label. Advantage in reviewing existing CT scans for bronchiectasis evidence that may have been uncoded when no treatment existed. Education efforts through medical and commercial channels to raise index of suspicion.
Calendar 2025 Q2
if you could remind us what the bar for success will be in that interim
Show response
Futility analysis seeks efficacy signal, not p-value. No additional brensocatib indications planned, next-gen DPP1 molecules will target COPD, RA, asthma, IBD. IRA constraints limit each molecule to one dedicated indication.
Calendar 2025 Q1
could you provide a little bit more on perhaps based maybe on latest market research like where pricing, where your head is on pricing
Show response
CFO reiterated upper half of $40K-$96K range. Gross-to-net 25%-35% at launch based on precedent analogs and IRA impact. 60% Medicare patient mix = 12% baseline GTN.
Calendar 2024 Q4
I was curious about your gene therapy candidate for DMD and wondering how you think that might differentiate from other gene therapy approaches for DMD
Show response
Detailed pipeline overview covering DMD (intrathecal AAV9), ALS (SOD1 and sporadic), Stargardt (RNA end joining). IND filings expected 2025-2026.
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 | 5 | 0%none of 5 questions |
- INSMInsmed Incorporated · 5 questions0%none 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 |
|---|---|---|---|
| 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 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 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
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Product Launch3
- Demand2
- Innovation & R&D2
- Cloud & AI1
- Pricing1
- Competitive Dynamics1