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Analyst

Konstantinos Biliouris

Oppenheimer · covers Healthcare

Period: Reporting periods mapped to calendar 2026 Q1 – 2026 Q2 (2 quarters).

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
50%1 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

ALNYAlnylam Pharmaceuticals2 questions · 2 reporting periods · 1 of 2 challenging
ALNY company page →

Calendar 2026 Q2

Given that VYNDAQEL will soon be generic in Europe, to what extent do you think the commercial dynamics

PricingGeographic ExpansionTranscript · FY2026 Q2 →
Show response

Tolga answered specifically, naming markets and confirming premium pricing was retained, while flagging modest 2026 European growth contribution from price adjustments.

Calendar 2026 Q1

Do you think that your competitor will be able to leverage nucresiran's combo data or it will be specific to nucresiran

ChallengingCompetitive DynamicsInnovation & R&DTranscript · FY2026 Q1 →
Show response

R&D head acknowledged overlapping mechanisms but noted key differences in knockdown kinetics and study design. Declined to speculate on specific scenarios, citing confidence in HELIOS-B insights and TRITON-CM design.

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.

CompanyQuestionsChallenge rate
ALNY Alnylam Pharmaceuticals2—Rate withheld: fewer than 3 questions
  • ALNY
    Alnylam Pharmaceuticals · 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2026 Q11100%1 of 1 question1
2026 Q210%none of 1 question1
  1. 2026 Q11 question · challenge rate 100% (1 of 1 question) · 1 company
  2. 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Pricing1
  • Geographic Expansion1
  • Competitive Dynamics1
  • Innovation & R&D1