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Analyst
Mark Massaro
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 5).
- Questions
- 5on tracked calls
- Challenge rate
- 20%1 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
TEMTempus AI, Inc.5 questions · 5 reporting periods · 1 of 5 challenging
Calendar 2026 Q2
what rates or what prices are you estimating on the Medicare side?
Show response
Jim gave a specific $7,500 ADLT price assumption for xF, and Eric explained the MRD sales force will only be scaled aggressively once ASPs reach roughly break-even, since ramping while margins are negative would just burn money.
Calendar 2025 Q4
am I understanding it correctly that approximately 5% of your sales force was selling MRD in Q4?
Show response
Eric confirmed MRD is highly constrained and could scale sharply once reimbursement supports it.
Calendar 2025 Q3
how you're thinking about going to market in the clinic with MRD
Show response
Eric said MRD will be dialed up gradually with reimbursement rather than force-fed into the market.
Calendar 2025 Q2
What are you seeing in terms of demand as far as time points goes?
Show response
Eric said liquid biopsy is growing faster than the market; monitoring needs reimbursement to scale.
Calendar 2025 Q1
how you see the tumor-naive opportunity but also how you see the tumor-informed opportunity coming together
Show response
Eric framed AI-driven insight, not assay chemistry, as the durable MRD differentiator.
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 |
|---|---|---|
| TEM Tempus AI, Inc. | 5 | 20%1 of 5 questions |
- TEMTempus AI, Inc. · 5 questions20%1 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 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 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 100% (1 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.
- Demand4
- Product Launch3
- Pricing1
- Competitive Dynamics1
- Innovation & R&D1