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Analyst
Leonid Timashev
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned 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 6 of 6 questions from 1 company
INSMInsmed Incorporated6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
specifically on IPF, are you assuming that you succeed in breaking orphan designation there?
Show response
Timashev probed the $6 billion TPIP peak assumptions and IPF orphan risk; Lewis said they assume approval across all 4 indications and overcoming IPF orphan status.
Calendar 2026 Q1
what your latest thoughts there are? How much you expect some of these other governments to work with you around pricing?
Show response
Management explained they cannot force European governments to pay higher prices and will not sell abroad if MFN imports lower international prices. Waiting for MFN clarity before proceeding. Japan remains an exciting market.
Calendar 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?
Show response
CEO explained typical trial-then-adopt pattern where physicians try 1-2 patients and wait for feedback. Patient return visits dovetail with Phase 2/3 symptom benefit onset timing. Positive feedback loop expected to drive additional prescribing by Q2 2026. Speakers bureau now up and running for peer-to-peer education.
Calendar 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
Show response
CEO noted 30M+ U.S. CRS without nasal polyps patients. No preconceived theories on subpopulation response. ASPEN showed benefit across all etiologies. Eosinophil stratification consolidated after ASPEN showed no controlling impact. Will follow science from BiRCh data.
Calendar 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
Show response
Physician enthusiasm uniform globally. ARIKAYCE infrastructure in Europe and Japan will support brensocatib launches in 2026. ARIKAYCE was priced at parity across all regions.
Calendar 2025 Q1
can you guys talk a little bit more about what the bar for the futility analysis is going to be?
Show response
100-patient unblinded futility analysis by external group. Powered for 40% reduction vs placebo in AN count. Company won't see data, only thumbs up/down to continue.
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 |
|---|---|---|
| INSM Insmed Incorporated | 6 | 0%none of 6 questions |
- INSMInsmed Incorporated · 6 questions0%none of 6 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 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 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 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
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Regulation Policy2
- Geographic Expansion2
- Demand2
- Guidance Reliability1
- Product Launch1
- Pricing1
- Competitive Dynamics1