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Analyst
Mike Ulz
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (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 2026 Q1
Would you anticipate increased combo use in the frontline setting? Or would that be more of a second-line setting effect
Show response
CCO highlighted strong first-line positioning and existing combo label data. Nucresiran TRITON-CM will provide additional robust data package for evolving landscape post-generic entry.
Calendar 2025 Q4
particularly in frontline as we move through the year, do you expect those share trends to continue to increase
Show response
Management highlighted near parity with tafamidis in new-to-brand share. Confidence in continued momentum from first-line access progress, rising physician preference, and healthy category growth, same drivers heading into JPM that continue strengthening.
Calendar 2025 Q2
Just curious if you started to see any combination use early in the launch
Show response
Management confirmed very small combo use observed where access permits. Noted tafamidis genericization could increase combo use over time but emphasized monotherapy focus.
Calendar 2025 Q1
wonder if you can talk about the rate of diagnosis and maybe, if you've noticed the shift since the beginning of the year
Show response
Management cited empirical evidence of category acceleration: PN category grew from 50% to 60% rate with competition, and U.S. stabilizer grew fastest ever in Q1.
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 |
|---|---|---|---|
| 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 | 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 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
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics4
- Demand4