Leonid Timashev

Healthcare

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q1 '25Q1 '26

Focus Areas7 topics

Geographic Expansion2Demand2Innovation & R&D2Regulation Policy1Product Launch1Pricing1Competitive Dynamics1

Trends5 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

INSMInsmed Incorporated5 quarters

2026 Q1

what your latest thoughts there are? How much you expect some of these other governments to work with you around pricing?

Regulation PolicyGeographic ExpansionView in transcript →

2025 Q4

is there something that they're waiting for in that initial experience with patients that's giving them pause for increasing their prescribing right now?

Product LaunchDemandView in transcript →

2025 Q3

I just wonder if you could speak a little bit more about which subgroups you might be considering diving deeper into beyond maybe just being the eosinophil counts

Innovation & R&DDemandView in transcript →

2025 Q2

how you're thinking about what the shape might be of a launch in Europe and your commitment to Europe and ex U.S. geographies

Geographic ExpansionPricingView in transcript →

2025 Q1

can you guys talk a little bit more about what the bar for the futility analysis is going to be?

Innovation & R&DCompetitive DynamicsView in transcript →