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Analyst
Kerry Holford
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 14%1 of 7 questionsLimited sample
- Companies
- 2questioned 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 7 of 7 questions from 2 companies
PFEPfizer5 questions · 4 reporting periods · 1 of 5 challenging
Calendar 2026 Q1
I wonder if you can just talk a little bit more about the vaccination rates you're expecting this year within the U.S. and international regions?
Show response
Alexandre clarified Q1 Comirnaty decline was due to UK contract lapping, not vaccination rates. Rates stable in Europe. Aamir confirmed strong market-leading share positions across U.S. vaccines.
Calendar 2025 Q3
you spoke of total COVID-19 sales of around $9 billion for the year, seeing that you booked only around just over $4 billion year-to-date
Show response
Denton acknowledged low end of revenue guidance assumes continued modest COVID uptake; derisked COVID franchise in EPS guidance; upside depends on potential COVID wave in coming months.
Calendar 2025 Q2
what has changed with regard to the tax outlook for this year? And how sustainable is this underlying 13% tax rate going forward?
Show response
Denton clarified 13% rate includes one-time discrete items; long-term expectation closer to 15% given global minimum tax regulations.
would be interested to your strategy for reinvigorating that growth of those Seagen assets ex Padcev?
Show response
Malik highlighted overall Seagen portfolio growing 15% despite ADCETRIS competitive headwinds settling; cross-trained field forces delivering results; Padcev at >50% first-line share.
Calendar 2025 Q1
what proportion of your US drug sales are currently made end-to-end in the US?
Show response
Bourla declined to disclose US production percentages; Denton pivoted to address FX (largely immaterial), IRA ($650M Q1 dampening), and existing tariffs ($150M for 2025).
LLYLilly (Eli)2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
Are you planning to do the same for Mounjaro? And if not, why not?
Show response
Ilya noted Mounjaro already has 90%+ coverage unlike Zepbound's coverage gaps, reducing need for cash pay. Will evaluate other brands for LillyDirect over time.
Calendar 2025 Q1
whether Zepbound cash pay vials are available in the U.S. in any pharmacy chain today?
Show response
Patrik shared strong self-pay metrics: $200M+ revenue, 25% of Zepbound NBRx, 17% of entire market NBRx. Signaled more products and services coming to LillyDirect.
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 |
|---|---|---|
| PFE Pfizer | 5 | 20%1 of 5 questions |
| LLY Lilly (Eli) | 2 | —Rate withheld: fewer than 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 | 2 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 1 | 100%1 of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q31 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Product Launch2
- Geographic Expansion1
- Guidance Reliability1
- Pricing1
- Margin1
- Competitive Dynamics1
- Revenue Growth1
- Supply Chain1
- Trade Tariffs1