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Analyst
Kostas Biliouris
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 of 4 questionsLimited sample
- Companies
- 1questioned 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 4 of 4 questions from 1 company
ALNYAlnylam Pharmaceuticals4 questions · 4 reporting periods · 1 of 4 challenging
Calendar 2025 Q4
Have you seen any seasonality during the fourth quarter, potentially patients who pushed the injection to the next quarter because of the holidays and whether this can be a tailwind to 2026
Show response
Management deflected Q4 seasonality question to long-term category growth narrative (~40%+ CAGR over several years). Noted Q4 momentum improved as quarter progressed but acknowledged Q1 industry-typical seasonality without quantifying any tailwind.
Calendar 2025 Q2
We have seen some commercial payers requiring stabilizer use prior to AMVUTTRA treatment in cardiomyopathy
Show response
Management confirmed step edits exist in single-digit percentage of commercial plans only, with Medicare and most commercial payers providing first-line access.
Calendar 2025 Q1
whether you see the majority of the early AMVUTTRA uptake coming from switch patients or new patients
Show response
Management declined to quantify switch vs new patient mix, describing uptake as broad across both segments and noting physicians who switch also start new patients on AMVUTTRA.
Calendar 2024 Q4
what are your thoughts around step edits for commercial insured patients who represent about 20%
Show response
Management expressed confidence that payer coverage would mirror PN experience, citing Part B positioning and value-based agreement track record.
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 |
|---|---|---|
| ALNY Alnylam Pharmaceuticals | 4 | 25%1 of 4 questions |
- ALNYAlnylam Pharmaceuticals · 4 questions25%1 of 4 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 100%1 of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Pricing2
- Competitive Dynamics2
- Revenue Growth1
- Regulation Policy1