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Analyst
Greg Wiessner
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 1 company
MRNAModerna4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
Some investors have been surprised by the higher-than-expected cash balance at year-end. So can you explain why that occurred
Show response
CFO broke down $2B+ cash improvement: $1.2B cost beat, $600M credit draw, $100M less CapEx, $200M working capital improvement. Receivables $180M, inventory flat at $270M.
Calendar 2025 Q3
how do you expect the split between these 2 vaccines to continue to evolve? And I'd also be interested to hear what feedback you're hearing from pharmacists
Show response
Hoge said mNEXSPIKE exceeded launch expectations. Older adults and high-risk populations migrating to mNEXSPIKE. Spikevax retained for pediatrics. No specific split guidance as decision is provider-driven.
Calendar 2025 Q2
Do you have any early indications of what demand for COVID vaccines might look like this upcoming fall and winter season based on interactions with customers
Show response
Hoge noted 65+ spring booster down only 1-2%. Customers preparing for potentially in-line fall season. Won't have clear picture until end of Q3.
Calendar 2025 Q1
Do you have any early indications of what demand for COVID vaccines might look like this upcoming fall and winter season
Show response
Hoge noted spring booster for 65+ down only 1-2%, calling it encouraging. Customers preparing for potentially in-line fall season but won't know until end of Q3.
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 |
|---|---|---|
| MRNA Moderna | 4 | 0%none of 4 questions |
- MRNAModerna · 4 questions0%none of 4 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 |
- 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
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Revenue Growth2
- Capital Allocation1
- Cost Pressure1
- Product Launch1
- Competitive Dynamics1