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Analyst
Rajesh Kumar
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with 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
PFEPfizer2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q3
how much capacity would you assume -- assuming that you are keeping some capacity away from Metsera at the moment in 2026 on your own internal budgeting
Show response
Denton reiterated $13 billion BD capacity entering Q3; Boshoff detailed 3SBio 707 data flow: ASCO Phase II monotherapy, ESMO Phase II combo in colorectal, upcoming SITC lung combo data, two Phase III programs starting this year, full development plan disclosure in coming weeks.
Calendar 2025 Q2
Can you confirm that if there were tariffs, et cetera, you can say the same about the next year as well?
Show response
Denton declined to comment on 2026-2027 tariff implications; confirmed leverage target lowered to 2.7x because already achieved; Baum added BD evaluation across all four focus areas.
LLYLilly (Eli)1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
could you update us on how that looks now compared to, say, a year back same time how many more patients have coverage in the U.S.?
Show response
Patrik shared employer opt-in progress from 50% to mid-high 50s in 2024. Medicaid expanded from 11 to 14 states. Medicare progress expected in H2 via OSA. Noted $349 self-pay price is competitive vs compounding.
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 |
|---|---|---|
| PFE Pfizer | 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 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 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation1
- M&A1
- Trade Tariffs1
- Guidance Reliability1
- Demand1
- Regulation Policy1