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Analyst
Gregory Renza
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 2questioned 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. 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
AMGNAmgen Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
Just curious if you could just elaborate how confident you are on the potential for 410 be best or even better in class as you learn more about this molecule.
Show response
Bradner detailed AMG 410 as an oral pan-KRAS inhibitor covering G12D, G12V, G12C and G13D with >100-fold selectivity. Strong AACR reception noted despite competitive landscape.
Calendar 2024 Q4
I'm just wondering if you could comment a bit about the opportunity in China and namely, just about the commercial opportunity for those oncology medicines
Show response
Japan-Asia Pacific described as most rapidly growing region. BeiGene partnership exceeded expectations with strong KYPROLIS, BLINCYTO and XGEVA execution in China.
REGNRegeneron Pharmaceuticals2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q3
at what stage do you see that versatility perhaps presenting a challenge or even a risk to the execution the depth
Show response
Schleifer acknowledged the breadth concern and cited deep specialist experience; Yancopoulos said obesity work targets differentiated agents rather than me-too entries, without sizing the investment.
Calendar 2026 Q2
what is the realistic time line for the GLP [indiscernible] plus Praluent combination?
Show response
Yancopoulos gave a directional timeline and a differentiation thesis built on cholesterol lowering and muscle preservation, but no dated milestones for the combination.
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 |
|---|---|---|
| AMGN Amgen Inc. | 2 | —Rate withheld: fewer than 3 questions |
| REGN Regeneron Pharmaceuticals | 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 |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 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 Q2No questions recorded
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Innovation & R&D3
- Capital Allocation1
- Product Launch1
- Geographic Expansion1
- Revenue Growth1