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Analyst
Nicole Germino
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 2with 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 3 of 3 questions from 2 companies
INSMInsmed Incorporated2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
are you enriching for patients with higher neutrophil level or patients were a lot worse?
Show response
Enrolled patients below 750 eosinophils. ASPEN showed no difference between above/below 300 eosinophils. Removed stratification from statistical analysis plan, increasing study power.
Calendar 2024 Q4
how are you distributing your sales force between the academic and community settings and what are the hurdles with getting prescriber uptake
Show response
Sales force now covers all U.S. pulmonologists. KOL education on neutrophil-driven inflammation has been very successful over past 2 years.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Can we see some bima data this year? And do you still see some benefit with a muscle preserving drug?
Show response
Dan said thesis is incremental weight loss or similar weight loss with lean mass preservation in combination with tirzepatide. Expects Phase II data 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 |
|---|---|---|
| INSM Insmed Incorporated | 2 | —Rate withheld: fewer than 3 questions |
| LLY Lilly (Eli) | 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Product Launch1
- Demand1
- Competitive Dynamics1