Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

Loading…

Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Kostas Biliouris (Oppenheimer) — Tellvest

Analysts/Kostas Biliouris

Kostas Biliouris

Oppenheimer

Healthcare

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q4 '25

Focus Areas5 topics

Demand2Pricing2Competitive Dynamics2Revenue Growth1Regulation Policy1

Trends4 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

ALNYAlnylam Pharmaceuticals25% challenging4 quarters

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

DemandRevenue GrowthView in transcript →

2025 Q2

We have seen some commercial payers requiring stabilizer use prior to AMVUTTRA treatment in cardiomyopathy

ChallengingPricingRegulation PolicyView in transcript →

2025 Q1

whether you see the majority of the early AMVUTTRA uptake coming from switch patients or new patients

DemandCompetitive DynamicsView in transcript →

2024 Q4

what are your thoughts around step edits for commercial insured patients who represent about 20%

PricingCompetitive DynamicsView in transcript →