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Analyst
Jeff Meacham
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 0%none of 12 questions
- Companies
- 5questioned 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 12 of 12 questions from 5 companies
BMYBristol Myers Squibb7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q1
on Pumitamig, I wanted to check on the cadence of data in, say, the next 6 to 12 months?
Show response
Cristian outlined Pumitamig as a potential new immuno-oncology backbone with replace-and-expand strategy, noting novel combinations with ADCs and BMS assets.
just to talk through the Qvantig dynamics versus Opdivo and where you're seeing the biggest demand?
Show response
Over 10% IV-to-Qvantig conversion in the U.S. within a year, management targeting 30-40% conversion over the next 2 years.
Calendar 2025 Q3
How would you guys characterize the speed of reimbursement and maybe the depth of prescribers in the U.S.
Show response
Adam noted significant new trialists weekly, positive physician feedback, and virtually 100% Medicare/Medicaid access. Cristian outlined priorities: science-based prioritization, execution, AI integration, and talent.
can you give us a sense of your priorities and maybe approach to development for a diversified portfolio like Bristol's
Show response
Cristian outlined three priorities: science-based prioritization, integrating AI and new tools into development, and building talent. Emphasized urgency in evolving drug development organization.
Calendar 2025 Q2
are there any that you would call out or maybe you can still achieve the objective of either line extensions or label expansion
Show response
Chris emphasized setbacks have limited growth impact. Samit cited Reblozyl in myelofibrosis as example where deeper data review may support regulatory engagement.
Calendar 2025 Q1
the flexibility of transfer pricing assumptions either maybe from an IP or tax or side of manufacturing
Show response
David noted broad network with flexibility to move manufacturing. Cross-functional team evaluating options. Chris reiterated situation too early for specifics.
given recent deals, you know, for Chinese assets, but also how low valuations are across US SMID biotech
Show response
Chris confirmed sourcing innovation globally including China. Focused on core TAs with science conviction, financial rationale, and growth profile enhancement.
MRKMerck & Co., Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
can you talk about how you guys see the competitive setup and related, I know you have prep coming up
Show response
Dean Li gave a passionate defense of Merck's HIV commitment, highlighting islatravir's anchor role in daily, weekly (with lenacapavir), and monthly (MK-852 PrEP) regimens as differentiated from competitors.
Calendar 2025 Q4
Can you guys speak to trends on duration of therapy or maybe real-world safety tolerability
Show response
Rob said compliance is high and discontinuation rates are in line with other PAH drugs; Dean compared WinRevair's impact to Merck's historical ACE inhibitor work in left heart failure and flagged pulmonary fibrosis and connective tissue disease as adjacent opportunities.
AMGNAmgen Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
I want to get some perspectives from you on penetration into primary prevention and where it could go
Show response
Murdo detailed strong primary care uptake, 44% NRx growth, and expanding cardiologist prescribing. Connected Lp(a) testing guidelines to future olpasiran opportunity in primary care.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
can you talk about, at a high level, the margins under a wide range of price scenarios for for Lilly
Show response
Dave Ricks explained volume expansion is nonlinear to price reductions. Unit economics driven by fixed costs that are sunk or unmovable. Margin latitude exists but Lilly will invest in future medicines.
REGNRegeneron Pharmaceuticals1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q1
give us a bit more context for not moving to Phase III, maybe what was observed in the data
Show response
Yancopoulos was direct that fianlimab data always pointed to melanoma not lung. Schleifer added there is no negative safety read-through from any new side effects.
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 |
|---|---|---|
| BMY Bristol Myers Squibb | 7 | 0%none of 7 questions |
| MRK Merck & Co., Inc. | 2 | —Rate withheld: fewer than 3 questions |
| AMGN Amgen Inc. | 1 | —Rate withheld: fewer than 3 questions |
| LLY Lilly (Eli) | 1 | —Rate withheld: fewer than 3 questions |
| REGN Regeneron Pharmaceuticals | 1 | —Rate withheld: fewer than 3 questions |
- BMYBristol Myers Squibb · 7 questions0%none of 7 questions
- MRKMerck & Co., Inc. · 2 questions—rate withheld: under 3 questions
- AMGNAmgen Inc. · 1 question—rate withheld: under 3 questions
- LLYLilly (Eli) · 1 question—rate withheld: under 3 questions
- REGNRegeneron Pharmaceuticals · 1 question—rate withheld: under 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 6 | 0%none of 6 questions | 5 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q16 questions · challenge rate 0% (none of 6 questions) · 5 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D5
- Product Launch4
- Competitive Dynamics3
- Demand2
- Revenue Growth1
- Pricing1
- Margin1
- Regulation Policy1
- Trade Tariffs1
- Macroeconomic1
Show all 12 topics
- M&A1
- Capital Allocation1