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Analyst
Malcolm Hoffman
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q2 (3 quarters; questions recorded in 2).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 2 companies
ABBVAbbVie2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q2
Can you speak to why you may be confident this increased dosing could translate into improved efficacy?
Show response
Roopal said 100 mg is the lowest dose carried forward and 150 mg is next, citing prior lower-than-desired receptor occupancy from the EMPOWUR datasets; higher dosing is expected to raise receptor occupancy and improve PK consistency, with Phase 2 kicking off later that week.
Calendar 2025 Q4
can you maybe give us some framing on how you're thinking could compare to Vraylar given the heavier targeting of D3 versus D2
Show response
Roopal Thakkar highlighted 932's potential advantages: less D2 should mean fewer movement disorders while maintaining efficacy. Will examine bipolar 1 vs 2 breakdown. Also pursuing generalized anxiety (not approved for Vraylar). Broader psychiatry pipeline includes kappa opioid antagonist, bretisilocin (expandable beyond MDD), emraclidine at higher doses, and a more D3-leaning preclinical asset from Gedeon Richter.
BMYBristol Myers Squibb2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q4
Can you talk about some of the dynamics that may be contributing here
Show response
Adam noted Opdualag standard of care in first-line melanoma with over 65% total BMY market share. International launches in Australia, UK, France, plus expected all-comers EU indication in Q2.
Can you just help contextualize how much more room there is for growth in this indication
Show response
Adam noted RS-negative patients provide greatest US growth opportunity after rapid RS-positive uptake. Ex-US markets just starting to launch and get reimbursed in first line.
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 | 2 | —Rate withheld: fewer than 3 questions |
| BMY Bristol Myers Squibb | 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 |
|---|---|---|---|
| 2025 Q4 | 3 | 0%none of 3 questions | 2 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Demand2
- Product Launch1
- Revenue Growth1