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Analyst
Michael Schmidt
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 7on tracked calls
- Challenge rate
- 14%1 of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with 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 7 of 7 questions from 1 company
INCYIncyte7 questions · 6 reporting periods · 1 of 7 challenging
Calendar 2026 Q2
what is your level of conviction that this could succeed in frontline colorectal cancer?
Show response
Cagnoni argued full-dose bevacizumab compatibility is the differentiator versus PD-1 by VEGF approaches, while conceding both approaches may work.
Calendar 2026 Q1
just curious how you think about either potentially pursuing other registration opportunities in PDA perhaps with investigational therapies such as pan-RAS inhibitors
Show response
Pablo outlined expansion: adjuvant PDAC design decision in H2, CRC combination with Erbitux (734's absence of rash is key advantage), non-small cell lung cancer cohort data H2. ~400 patients treated with comprehensive understanding across tumor types.
Calendar 2025 Q4
help us understand how you're thinking about the overall opportunity for Monjuvi in this setting and just positioning versus Polyvi
Show response
Bill framed as addition to R-CHOP (Monjuvi) versus replacement (Polivy). Pablo noted higher IPI population with worst prognosis, with GCB subtype unaddressed by competitors. Mohamed sized at 30,000 patients annually with 50% still on R-CHOP.
Calendar 2025 Q2
are there specific areas where you think Incyte is underinvested, be it in terms of targets, modalities or disease areas
Show response
Pablo emphasized focus on first-in-class via novel platforms including Genesis AI collaboration and BioTheryx molecular glues. On asthma, sees strong rationale for povo in non-type-2 patients needing FEV1 improvement >100-150 mL.
Calendar 2025 Q1
Did you observe a similar trajectory also for the high score seventy-five outcomes?
Show response
Steven confirmed HiSCR75 follows similar improving trajectory. Pablo expressed optimism about KRAS G12D competitive profile despite increasingly crowded space.
can you talk a bit more about your expectations for how much of that is driven going forward by new patients versus continued, you know, use of the drug
Show response
Mohammed confirmed PV growth from both new starts and persistency. On hepcidin mimetic, noted it would be used in combination with Jakafi, not as a replacement.
Calendar 2024 Q4
Can you set some expectations for the upcoming Phase 3 in prurigo nodularis? What's the clinical bar here given there's no topical therapies available?
Show response
Herve provided clear framing for both programs. Said if Phase 3 replicates Phase 2 results, it would be a very important addition. CDK2 advancing rapidly with Phase 3 planned this year.
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 | 7 | 14%1 of 7 questions |
- INCYIncyte · 7 questions14%1 of 7 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 | 2 | 0%none of 2 questions | 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 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 100%1 of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 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 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 100% (1 of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D5
- Competitive Dynamics5
- Product Launch2
- Capital Allocation1
- Revenue Growth1