Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Maury Raycroft
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q4 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 1 company
ALNYAlnylam Pharmaceuticals4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
you commented a little bit on this at J.P. Morgan, but just wondering for the five-year strategy, you mentioned the select external innovation as part of the approximate 30% revenue R&D spend. Can ...
Show response
Management emphasized internal pipeline priority but acknowledged openness to complementary external innovation including delivery technologies. High science and financial bar for both internal and external opportunities.
Calendar 2025 Q3
comment more on just the inventory demand number for third quarter and how to think about that for fourth quarter
Show response
CFO confirmed similar Q2 dynamics: inventory growth offset by gross-to-net increase, with demand as primary driver. Ex-U.S. CM contribution expected mainly mid-to-late 2026.
Calendar 2025 Q2
whether there was any bolus effect in cardiomyopathy scripts in second quarter
Show response
CFO detailed ~$25M inventory benefit offset by gross-to-net headwinds; demand was the primary driver. Days on hand stayed at ~20 days. CEO emphasized sustainable growth trajectory.
Calendar 2024 Q4
if there's any perspective you can provide on label discussion progress
Show response
Management confirmed strong progress with FDA review, on track for PDUFA date, and expects label to reflect mortality, hospitalization, and functional capacity benefits.
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 |
|---|---|---|
| ALNY Alnylam Pharmaceuticals | 4 | 0%none of 4 questions |
- ALNYAlnylam Pharmaceuticals · 4 questions0%none of 4 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 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 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 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Innovation & R&D1
- Cost Pressure1
- Geographic Expansion1
- Demand1
- Regulation Policy1
- Product Launch1