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Analyst
Marc Frahm
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with 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 1 company
INCYIncyte5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
can you maybe just review kind of what the major questions are still kind of awaiting resolution on that trial design
Show response
Cagnoni laid out both regulatory paths, the hemoglobin and disease-modification rationale for the alternative endpoints, and the planned dosing approach in type 1 versus non-type 1 patients.
Calendar 2025 Q4
just your latest thoughts as you've gotten into designing the phase three, just kind of how to address the potential differences for nine eighty nine
Show response
Pablo confirmed ET Phase III will enroll all mutation types with dosing strategy to address differential potency. Will discuss primary endpoint timing with FDA. Bill clarified Opzelura pricing is about long-term formulary coverage at major PBMs, not competitive.
Calendar 2025 Q2
do you need to see kind of convincing monotherapy activity that if that was all you had would have justified moving forward
Show response
Pablo confirmed single-agent MF activity is essential based on mechanism. Bill was clear-eyed on G12D competition: must be early and defensible. Pablo noted G12D combinability may differentiate versus competitors in frontline pancreatic.
Calendar 2025 Q1
would you expect to be able to talk about kinda next steps and whether you think there is a pivotal path forward yet
Show response
Pablo confirmed next steps discussion will accompany CALR data. On identifying IL-17 refractory patients, acknowledged difficulty but will analyze baseline characteristics from Phase 3.
Calendar 2024 Q4
Can you remind us just how antibiotic use is being treated? What's treated in Phase 2? And how that may or may not differ in the Phase 3 trial?
Show response
Pablo confirmed Phase 3 handles antibiotics same as Phase 2: no systemic antibiotics at entry, flare-related starts treated as non-responder. Christiana declined US/ex-US guidance breakout.
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 |
|---|---|---|
| INCY Incyte | 5 | 0%none of 5 questions |
- INCYIncyte · 5 questions0%none of 5 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 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 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 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&D5
- Competitive Dynamics2
- Regulation Policy1