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Analyst
Liisa Bayko
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 5 of 5 questions from 2 companies
VRTXVertex Pharmaceuticals3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
how many of those patients were kind of fully paying patients? What are gross to nets? And how do you anticipate that evolving as the year goes on
Show response
Charlie declined specifics but stated patient assistance programs significantly impact gross-to-net early in launch, with normalization expected as payer coverage expands through 2025 into 2026.
Calendar 2024 Q4
Can you maybe describe sort of any, like stocking? It seems like you are trying to get product available in the different channels
Show response
Stuart confirmed broad retail and hospital stocking goal. Charlie added volumes will increase ahead of revenue in H1 due to patient assistance programs, with revenue more loaded to H2.
where it falls in line in the ambulatory care setting if the onset of action is a little bit longer
Show response
Reshma stated the goal is first-line for moderate-to-severe acute pain. Stuart noted post-procedure discharge settings may be early adopters but expects broad use across all etiologies.
INSMInsmed Incorporated2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
Number of patients with bronchiectasis, this is in the U.S., those with a CT scan, how many are under care and then how many have at least two exacerbations
Show response
CEO clarified 500K diagnosed with CT scan, ~250K with 2+ exacerbations in last 12 months based on ICD10 coding. Market access will align with Phase 3 entry criteria.
Calendar 2024 Q4
do you anticipate any requirements for, say, reauthorization or continued treatment would be based on certain markers of drug response
Show response
Management aims for verbal attestation only for both initial prescription and reauthorization. No specific clinical markers expected for continued access.
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 |
|---|---|---|
| VRTX Vertex Pharmaceuticals | 3 | 0%none of 3 questions |
| INSM Insmed Incorporated | 2 | —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 | 3 | 0%none of 3 questions | 2 |
| 2025 Q1 | 2 | 0%none of 2 questions | 2 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch5
- Demand1
- Margin1
- Regulation Policy1
- Supply Chain1
- Competitive Dynamics1