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Analyst
Louise Chen
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 8%1 of 12 questions
- Companies
- 7questioned at least once
- Reporting periods
- 3with 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 12 of 12 questions from 7 companies
ABBVAbbVie3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
on the runway for exclusivity for SKYRIZI beyond 2033, any update there?
Show response
Robert Michael noted SKYRIZI's composition-of-matter patent expires in 2033 with additional later-expiring IP into the mid-2030s and beyond, and that regulatory data protection through 2031 means biosimilar filings are not expected until the end of the decade.
If you get this approved in the fall, do you expect that to drive an acceleration of sales in the second half of the year? For SKYRIZI?
Show response
Jeff Stewart said the subcutaneous induction option hits all the market value drivers in IBD, expecting a meaningful acceleration in SKYRIZI capture rate, though the full ramp would begin early in 2027 given contracting timelines.
Calendar 2026 Q1
if you could provide more color on your opportunities for an extended half-life IL-23 and also your oral peptide IL-23
Show response
Roopal detailed three next-gen IL-23 assets: longer-acting Skyrizi successor (ABB-547, dosing initiated), IL-23/TL1A bispecific, and Nimble oral peptide, all entering first-in-human this year. Combo not restricted to refractory; first-line use anticipated.
AMGNAmgen Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
Do you want to be the number three player behind Novo and Lilly, or are you assuming a higher position than that with your product?
Show response
Murdo emphasized differentiation and massive category opportunity without committing to specific market share targets. Bob noted they would wait for data before making competitive claims.
Calendar 2025 Q4
I wanted to ask you about TEPEZZA and your thoughts on another potential competitor coming to market and then also where you stand with AMG seven thirty two for TED.
Show response
Bradner confirmed subcutaneous TEPEZZA Phase III fully enrolled with completion expected H2 2026. AMG 732 (IGF-1R targeting mAb, subcutaneous) in Phase II for moderate-to-severe active TED. Gordon highlighted expansion into low clinical activity score patients, growing endocrinologist prescriber base, and strong Japan launch.
BMYBristol Myers Squibb2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q1
how do you see these all coming together to give Bristol a more comprehensive hold on the market?
Show response
Cristian described a multimodal cell therapy strategy with autologous, allogeneic, and in vivo platforms targeting autoimmune diseases with transformative potential.
which of those additional indications are you most excited by?
Show response
Cristian outlined bipolar disorder as next for 2027, followed by AD agitation in 2028 and cognition. Four shots on goal in ADP with ADEPT 1, 2, 4, and 5.
PFEPfizer2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
which key products do you think will drive the reacceleration of your growth in 2029 and beyond?
Show response
Alexandre detailed China obesity launch (ecnoglutide 15.1% weight loss, leveraging primary care capabilities) and international growth from vaccines and Metsera. Aamir cited Padcev, Nurtec, Vyndamax upside in U.S.
Calendar 2025 Q4
It's been a couple of years since you completed the acquisition of Seagen, and I'm just curious how that integration has gone and then how has that deal really increased your leadership in oncology
Show response
Boshoff highlighted most Seagen colleagues retained; accelerated programs including PADCEV additional Phase III for potential cystectomy replacement, SV Phase III studies, PDL1V Phase III in NSCLC; 4404 differentiated by 100-fold PD-1 affinity increase in presence of VEGFA; seven near-term trials including Phase III for colorectal and upcoming NSCLC and endometrial cancer.
GILDGilead Sciences1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q4
what type of share gains you expect for Anidocel in the fourth-line setting if you're approved, especially in light of competition from entrenched players
Show response
Cindy described $3.5B market opportunity. Modest 2026 contribution given H2 launch timing and treatment center activation. Expects market leadership over time based on efficacy and differentiated safety profile. Manufacturing ready with 99% reliability and 16-day turnaround time.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2026 Q2
Any specific assets, 1 or 2 that you're really excited about that you think
Show response
Dan Skovronsky highlighted cardiovascular gene editing, oncology readouts, neuroscience, and immunology as the richest pipeline period ever.
Show 1 more company
MRKMerck & Co., Inc.1 question · 1 reporting period · 1 of 1 challenging
Calendar 2026 Q1
I'm wondering what you think the Street may be missing about the competitiveness of your product
Show response
Dean Li pushed back firmly, noting there are currently no approved therapies for this population and no visible competitive threats, framing this as an unmet need opportunity rather than a competitive question.
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 |
|---|---|---|
| ABBV AbbVie | 3 | 0%none of 3 questions |
| AMGN Amgen Inc. | 2 | —Rate withheld: fewer than 3 questions |
| BMY Bristol Myers Squibb | 2 | —Rate withheld: fewer than 3 questions |
| PFE Pfizer | 2 | —Rate withheld: fewer than 3 questions |
| GILD Gilead Sciences | 1 | —Rate withheld: fewer than 3 questions |
| LLY Lilly (Eli) | 1 | —Rate withheld: fewer than 3 questions |
| MRK Merck & Co., Inc. | 1 | —Rate withheld: fewer than 3 questions |
- ABBVAbbVie · 3 questions0%none of 3 questions
- AMGNAmgen Inc. · 2 questions—rate withheld: under 3 questions
- BMYBristol Myers Squibb · 2 questions—rate withheld: under 3 questions
- PFEPfizer · 2 questions—rate withheld: under 3 questions
- GILDGilead Sciences · 1 question—rate withheld: under 3 questions
- LLYLilly (Eli) · 1 question—rate withheld: under 3 questions
- MRKMerck & Co., Inc. · 1 question—rate withheld: under 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 |
|---|---|---|---|
| 2025 Q4 | 3 | 0%none of 3 questions | 3 |
| 2026 Q1 | 6 | 17%1 of 6 questions | 5 |
| 2026 Q2 | 3 | 0%none of 3 questions | 2 |
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2026 Q16 questions · challenge rate 17% (1 of 6 questions) · 5 companies
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch7
- Innovation & R&D7
- Competitive Dynamics6
- Revenue Growth2
- Regulation Policy1
- Geographic Expansion1
- M&A1