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Analyst
Margaret Kaczor
Period: Reporting period mapped to calendar 2025 Q1.
- Questions
- 2on tracked calls
- Challenge rate
- 0%none of 2 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 2 of 2 questions from 2 companies
DXCMDexCom1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
can you give us a sense of scale here? Is it doubling, for example? Or can you at least call it material to overall new patient adds
Show response
Jereme confirmed T2 non-insulin becoming material portion of new adds. Third PBM coverage in H2 expected to further accelerate. Too early to revise guidance upward after one quarter.
RMDResMed1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
we've heard that sleep labs are facing a backlog of patients. So it would be curious if that's gotten better or worse
Show response
Mick confirmed sleep lab backlogs at all-time highs. Tracking time-to-titration, time-to-therapy, and patient churn at each funnel stage. NiteOwl and vPAP TX designed to relieve bottlenecks.
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 |
|---|---|---|
| DXCM DexCom | 1 | —Rate withheld: fewer than 3 questions |
| RMD ResMed | 1 | —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 Q1 | 2 | 0%none of 2 questions | 2 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand2
- Innovation & R&D1
- Guidance Reliability1