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Analyst
Luisa Hector
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 14on tracked calls
- Challenge rate
- 0%none of 14 questions
- Companies
- 3questioned 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 14 of 14 questions from 3 companies
BMYBristol Myers Squibb7 questions · 5 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
I wanted to just check on milvexian a little bit around how nimble you can be around launch costs.
Show response
Lenkowsky said the commercial infrastructure is already in place and Eliquis LOE in April 2028 lines up; Boerner confirmed no Pfizer constraints.
Calendar 2025 Q3
I just wondered whether we should be worried about the lack of any subsequent deals with the administration
Show response
Chris characterized discussions as frequent and constructive. Adam noted Eliquis DTC has received substantial inquiries and Sotyktu will launch at 80%+ discount January 1. Part D impacts roughly neutral on net basis.
Calendar 2025 Q2
I wonder if you could quantify the stocking and any gross to net impact
Show response
David noted $700M raise mostly demand-driven: ~$200M FX, ~$500M split evenly between growth portfolio strength and Revlimid outperformance. Very little stocking.
give a little bit more color on the rationale for those particular assets going out
Show response
Chris explained portfolio prioritization creates assets below BMY's payline but with value. BMY retains royalties, milestones, and ~20% equity. Will explore similar structures.
Calendar 2025 Q1
how the readout from ARISE impacts your levels of confidence in Alzheimer's psychosis readout
Show response
Samit cited different disease, prior xanomeline data showing significant behavioral benefits in AD, and longer 12-week treatment duration as key differentiators.
Calendar 2024 Q4
I just wanted to take your assumption for Part D redesign, if you can quantify it in 2025
Show response
Adam detailed Eliquis favorability offset by REVLIMID, POMALYST, ORENCIA and CAMZYOS catastrophic phase costs, projecting net neutral overall.
just an update on cendakimab, I don't see it on the slides, but any updates on the filing plans there
Show response
Adam confirmed BMY decided to drop cendakimab entirely, similar to Zeposia in UC, prioritizing investments with competitive advantage.
MRKMerck & Co., Inc.4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
wanted to check whether that wording is a help or a hindrance as you speak to payers
Show response
Dean Li said the label wording should help commercially and confirmed the CVOT reads out in 2029.
Calendar 2025 Q3
Could you just update us on your latest expectations for conversion from IV to subcutaneous and the kind of pace
Show response
Rob reaffirmed 30-40% QLEX adoption in 18-24 months; Caroline said 2026 KEYTRUDA slower pace applies to the entire franchise, not just IV.
Calendar 2025 Q1
comment on some of the changes we're seeing within the FDA and the HHS particularly, with reference to vaccines
Show response
Dean said imminent PDUFA timelines are on track but flagged uncertainty about the mid to long-term impact of FDA personnel transitions.
Calendar 2024 Q4
could you just add a bit more color around what you're targeting for cholesterol lower, whether we might need to see
Show response
Dean gave readout timing and framed enlicitide as aiming for PCSK9 antibody-like profile in an oral molecule.
ABBVAbbVie3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
I wonder if you can give us any kind of early indication from formulary season.
Show response
Jeff Stewart characterized payer contracting as consistent with prior years, with low-single-digit rebate and price concessions in immunology. Roopal added that AbbVie is advancing all of its atopic dermatitis assets in parallel and did not deprioritize its own pipeline around Apogee.
Calendar 2025 Q4
are there any regions where you are losing share in toxins or fillers
Show response
Jeff Stewart noted some share loss in Brazil fillers, but Robert Michael contextualized it as <$100M market vs US and China majority. Roopal Thakkar outlined amylin targets: tolerability, monthly dosing potential, and addressing incretins' 70% one-year attrition. Phase II expected end of year pending Phase I dosing data.
Calendar 2025 Q3
if you could outline your next steps with your CAR-T and your oral peptide platforms
Show response
Roopal Thakkar detailed Capstan benefits: off-the-shelf, rapid/transient CAR expression, no lymphodepletion. RA and lupus patients next year once dosing established. Nimble oral platform focusing on half-life extension; lead candidates are oral IL-23 and TL1A. Jeff Stewart outlined biopenetration headroom: Crohn's >50%, atopic dermatitis high single-digits, significant room for biologic expansion across all indications.
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 |
|---|---|---|
| BMY Bristol Myers Squibb | 7 | 0%none of 7 questions |
| MRK Merck & Co., Inc. | 4 | 0%none of 4 questions |
| ABBV AbbVie | 3 | 0%none of 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 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 3 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 3 | 0%none of 3 questions | 3 |
- 2024 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D6
- Pricing4
- Competitive Dynamics4
- Product Launch4
- Regulation Policy4
- Cost Pressure1
- Demand1
- Revenue Growth1
- M&A1