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Analyst
Olivia Brayer
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 3questioned 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 7 of 7 questions from 3 companies
INSMInsmed Incorporated5 questions · 4 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
think about 2027 and beyond, is that steady-state GTN profile, is that how we should assume it will be going forward
Show response
Brayer asked whether mid- to high 20s GTN is the steady state into 2027; Bonstein declined formal 2027 guidance but said GTN naturally rises a little each year.
Calendar 2026 Q1
where is that confidence coming from? I'm assuming you're seeing some good growth in April trends? And then how long do you actually expect that sequential growth to continue
Show response
Management pointed to the large untapped physician and patient base, upcoming communication and advertising campaigns including the Ty Pennington campaign, and strong execution metrics as drivers of continued sequential growth.
how quickly do you actually think you can enroll some of those studies like PAH in particular?
Show response
Management expressed confidence in enrollment pace, noting U.S. physicians are enrolling patients even when approved alternatives exist. Emphasized TPIP's differentiated profile as a novel compound, not a copycat.
Calendar 2025 Q4
Can you comment at all on the scripts trends that SYMPHONY is picking up? Are those January and early February trends indicative of what you guys are seeing on your end?
Show response
CEO does not track SYMPHONY data but confirmed internal metrics are very strong. Reiterated BRINSUPRI will join the rarest group achieving $1B+ in quarters 2-5. BD targets are Phase 2-ready assets like INS1148 with DPP1-like potential across multiple diseases.
Calendar 2025 Q3
can you just comment on the decision to keep that the same in Europe versus the U.S.?
Show response
CEO confirmed global list price parity practice carried over from ARIKAYCE. Gross-to-net negotiations with payers can substantially impact net price. Prescriber breadth indicates access to both academic centers and community physicians, consistent with deliberate commercial strategy.
BMYBristol Myers Squibb1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
What data did you submit to the FDA for the less restrictive camsiosrans? Did that include anything additional versus what was submitted
Show response
Samit declined to detail specific FDA asks but confirmed data package includes both clinical trial and real-world evidence. Dialogue ongoing.
VRTXVertex Pharmaceuticals1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
whether there will be quantity limits or any other utilization management parameters put in place for JOURNAVX
Show response
Stuart expressed confidence that many institutions will accelerate P&T reviews beyond the typical 12-18 months, citing pre-approval engagement providing clinical data and established pricing.
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 | 5 | 0%none of 5 questions |
| BMY Bristol Myers Squibb | 1 | —Rate withheld: fewer than 3 questions |
| VRTX Vertex Pharmaceuticals | 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 | No questions recorded | — | — |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Pricing2
- Innovation & R&D2
- Product Launch2
- Regulation Policy2
- Margin1
- Guidance Reliability1
- Revenue Growth1
- Demand1
- Competitive Dynamics1
- Capital Allocation1
Show all 11 topics
- Geographic Expansion1