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Analyst
Judah Frommer
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with 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 2 of 2 questions from 1 company
INCYIncyte2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
If you could comment on competition, within the nonsteroidal topical market. Is that still a growing pie
Show response
Bill highlighted 46% NBRx share, up 30%+ YoY. 2-4x more new starts than any other branded topical. Real shift is from TCIs/steroids to nonsteroidal options. Povo adds upside to Opzelura's organic $1.3B path through topical-to-oral franchise.
Calendar 2025 Q4
We just wanted to get incremental color on expectations for the nine eighty nine readout in frontline MF later this year
Show response
Pablo expressed full conviction 989 is developable in first-line MF based on existing second-line data. Substantial first-line dataset by second half with randomization to 989 mono vs 989+ruxolitinib. Frontline data needed to discuss Phase III design with FDA.
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 |
|---|---|---|
| INCY Incyte | 2 | —Rate withheld: fewer than 3 questions |
- INCYIncyte · 2 questions—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 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Revenue Growth1
- Innovation & R&D1