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Analyst
Jason Zemansky
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with 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 7 of 7 questions from 1 company
INSMInsmed Incorporated7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
what typically gives physicians enough confidence to reach that level?
Show response
Zemansky asked what drives prescribing depth (30% now writing 5+); Lewis agreed BRINSUPRI is on a path to become the default bronchiectasis treatment.
Calendar 2026 Q1
what gets you there? In terms of the potential friction points, is it just awareness? Do you see any pushback from payers?
Show response
Management explained the pathway involves CT scan referral and diagnostic workup. Cited 15-20% comorbidity in clinical trials with equivalent response. Described this as a second launch within the company with dedicated resources.
Calendar 2025 Q4
Can you speak to some of the specific elements of patient behavior that gives you confidence at this point, specifically with regards to dynamics like compliance, discontinuations, prescription aba...
Show response
CEO described detailed internal dashboard showing green across all metrics: market access, low discontinuation rates, reauthorizations going through. All KPIs at or above internal benchmarks.
Calendar 2025 Q3
How has the DTC impacted awareness? Are you seeing more sort of interest from the patient side of things, more from the prescriber side of things?
Show response
CEO described clear patient-side enthusiasm with social media posts. Physician awareness strong from commercial team efforts. Cautioned that practical application of awareness to prescribing patterns still too early to discern with only weeks of data.
Calendar 2025 Q2
what are some of the mechanics you're doing to practically move a patient onto treatment? What are some of the key systems you put in place?
Show response
CEO drew ARIKAYCE parallel where initial estimates of $40-60M were tripled to $130M. Profiled every U.S. physician with expected patient numbers. inLighten support program ready.
Calendar 2025 Q1
what do you see as sort of the big levers there in terms of transitioning a patient who might be interested onto therapy
Show response
CEO outlined two patient tiers: diagnosed with 2+ exacerbations (immediate target) and undiagnosed comorbid patients needing CT scans. COPD Foundation establishing 30+ specialized sites.
Calendar 2024 Q4
what are your expectations here in terms of restrictions, whether it's pulmonary exacerbations or something else
Show response
CEO distinguished between potentially broad label and market access filter of 2+ exacerbations. Market access restrictions, not label, drive commercial forecast.
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 | 7 | 0%none of 7 questions |
- INSMInsmed Incorporated · 7 questions0%none of 7 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 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
- 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 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand6
- Product Launch6
- Regulation Policy2
- Competitive Dynamics1