Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Joe Schwartz
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 25%2 of 8 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 8 of 8 questions from 1 company
INSMInsmed Incorporated8 questions · 7 reporting periods · 2 of 8 challenging
Calendar 2026 Q2
What can you share about persistence, refill timing, discontinuations and adherence?
Show response
Schwartz pressed on persistence and adherence; Lewis said all metrics are at or ahead of internal benchmarks and both strong and stable.
Calendar 2026 Q1
Where do you see the organic demand coming from most now and going forward? Community or academic practices
Show response
Management outlined three durability drivers: strong blocking-and-tackling execution, physician adoption as standard of care, and comorbid COPD/asthma populations. Acknowledged academic centers are reaching steady state but many institutions have not yet written a single prescription.
Calendar 2025 Q4
I was wondering if you have any plans to develop other DPP1 inhibitors within respiratory disease in order to expand your franchise further?
Show response
CEO confirmed INS1033 entering clinic H2 2026 for RA and IBD. Other DPP1s advancing for COPD and asthma. CMO described targeting COPD/asthma phenotype patients who continue exacerbating despite optimal treatment, with accelerated lung function decline and increased mortality.
Calendar 2025 Q3
how frictionless has the launch been to date in your view based on the amount of documentation physicians have had to provide to payers?
Show response
CEO noted some cases require CT scan documentation and exacerbation records but physicians report it is not onerous. IRA contribution accounts for half of gross-to-net discount, limiting room for additional contracting. Emphasized low AE profile and efficacy support easy market access navigation.
Calendar 2025 Q2
I wanted to ask if you could expand on the qualitative statements you've made about the BiRCh trial showing positive signs before you unblind it
Show response
CEO cautioned not to overinterpret blended blinded data but noted pattern consistent with dose-dependent responses at expected timing. No known delays anticipated.
Calendar 2025 Q1
The accompanying editorial seemed to raise some questions about the magnitude of the benefit. And I'm just wondering how common is that opinion
Show response
CEO explained macrolide comparison came from rationed healthcare lens, not encountered in U.S. market access discussions. Emphasized rarity of both Phase 2 and Phase 3 NEJM publications.
Calendar 2024 Q4
how do you feel about the availability of adequate FDA staff remaining in place to review brensocatib on time?
Show response
Management described interactions as regular, steady and encouraging. Noted PDUFA-funded staff should be insulated from government disruptions.
What other factors are in your control and are you leveraging to ensure a strong launch for brenso in bronchiectasis?
Show response
CEO focused on market access as critical factor, detailing verbal attestation strategy, minor contracting, and frictionless launch approach.
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 | 8 | 25%2 of 8 questions |
- INSMInsmed Incorporated · 8 questions25%2 of 8 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 100%1 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 | 100%1 of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 100% (1 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 100% (1 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.
- Product Launch4
- Competitive Dynamics4
- Demand2
- Innovation & R&D2
- Regulation Policy2