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Analyst
Kripa Devarakonda
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters).
- Questions
- 11on tracked calls
- Challenge rate
- 9%1 of 11 questions
- Companies
- 4questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 4 companies
INCYIncyte5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
Can you remind us of data that suggests any synergistic benefit? And given how well ka is entrenched in the myelofibrosis market
Show response
Pablo cited preclinical additive/synergistic data. Noted Jakafi SVR35 in CALR-mutated patients is only ~20%. 989 fundamentally different: restoring normal hematopoiesis, eliminating malignant megakaryocytes, improving anemia versus Jakafi's symptom-focused approach.
Calendar 2025 Q4
I wanted to just get your expectations for provercitinib in asthma with the phase two readout coming up
Show response
Bill drew analogy to oral GLP-1 market excitement. Povo positioned for pre-biologic (75% of HS market, ~150K patients on antibiotics/steroids) and post-biologic (50% IL-17/TNF partial responders). Pablo confirmed strong scientific rationale for povo in low-eosinophilic asthma.
Calendar 2025 Q3
is there a rationale to develop both in suboptimal responders as well as in rux naive patients? Or do you see it as a better strategy to focus on one
Show response
Pablo confirmed intent to develop 989 across all CALR+ MF populations including naive and post-Jakafi. Will discuss with FDA modified endpoints including potential anemia component. Believes argument exists for modifying traditional SVR35/TSS50 co-primaries.
Calendar 2025 Q2
Can you talk about the patient population where you're seeing increased uptake? And also given the footprint you have established here
Show response
Mohamed confirmed PV is least penetrated indication driving strong double-digit growth from earlier treatment initiation. Monjuvi showed 59% risk reduction in FL, potential $200M annual revenue by 2028.
Calendar 2024 Q4
Can you talk about the patient population where you're getting uptake and what are the -- what the expectations are in terms of growth?
Show response
Pablo confirmed PV growth driven by earlier treatment supported by MAJIC study data on thrombosis-free survival, plus Medicare copay changes. V617F mutation targets 80-90% of PV cases as next-gen opportunity.
BMYBristol Myers Squibb4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2025 Q1
Was there anything in particular that you think might have a significant impact on you know, either the timelines
Show response
Samit confirmed no delays so far, recent HCC and MSI-high CRC approvals came early. Meetings on time, some now in-person. Will engage if timelines change.
Can you talk about expectations from RACE101 in first-line cell lung cancer that's expected later this year
Show response
Samit noted Phase I combined with chemo focusing on safety plus efficacy vs historical controls. Durability is key challenge in SCLC. Data expected H2 2025.
Calendar 2024 Q4
there was an issue with drug availability at average pharmacies is what he said
Show response
Adam dismissed availability concerns as likely a one-off, confirming teams actively ensuring broad pharmacy distribution across U.S.
with the label change in EU and potentially a change in the U.S. as well. How do you see the peak opportunity now
Show response
Adam highlighted steady growth base, ODYSSEY readout in Q2 adding ~1/3 of HCM patients, and REMS easing opening COE capacity.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
Any update on when we might see data? We've heard the potential to see data in June at a conference
Show response
Dan clarified two Phase II trials: semaglutide combo data to be disclosed first, tirzepatide combo trial of greater interest with timing not yet specified.
PFEPfizer1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
how do you see Pfizer's portfolio in breast cancer evolve over the next few years?
Show response
Boshoff outlined CDK4 as potential replacement for all CDK4/6 inhibitors including Ibrance, vepdeg as endocrine backbone replacement, and KAT6 as differentiated epigenetic molecule.
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 | 5 | 0%none of 5 questions |
| BMY Bristol Myers Squibb | 4 | 25%1 of 4 questions |
| LLY Lilly (Eli) | 1 | —Rate withheld: fewer than 3 questions |
| PFE Pfizer | 1 | —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 |
|---|---|---|---|
| 2024 Q4 | 4 | 25%1 of 4 questions | 3 |
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q44 questions · challenge rate 25% (1 of 4 questions) · 3 companies
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 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.
- Innovation & R&D6
- Product Launch4
- Competitive Dynamics3
- Regulation Policy2
- Revenue Growth2
- Demand2
- Supply Chain1