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Analyst
Ryan Daniels
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned 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 6 of 6 questions from 1 company
IDXXIdexx Laboratories6 questions · 3 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Do you think that will have any cannibalization on the reference lab?
Show response
Mike said point-of-care SDMA will not cannibalize the lab because testing begets testing, and highlighted SDMA detecting up to 1/3 more renal dysfunction in sick pets.
if you could talk a little bit about your expectations for that, both in regards to helping lab growth
Show response
Mike expects the mast cell tumor addition to make multi-cancer screening a de facto standard for at-risk dogs, citing strong uptake at a large Australian partner.
Calendar 2026 Q1
You mentioned some supply chain disruption impacting, I think, international growth
Show response
Andrew clarified supply chain disruption was specific to Water business in the Middle East, not CAG. Modest pressure factored into outlook.
we've seen somewhat of an inflection towards positive non-wellness visits. I'm curious if you've dug into that any deeper?
Show response
Jay explained pandemic-era pet adoptions (doodles, frenchies) are now 5-7 years old and more heavily medicalized. This is the third quarter of positive growth in 5+ year cohort, now visible across both well and non-well visits.
Calendar 2025 Q2
Can you go a little bit more in depth about some of the investments you're making in the sales force
Show response
Jay confirmed international expansions are existing markets increasing commercial density. US expansion is modest and supports broader portfolio. Investments include VDCs, PSVs, FSRs, and reference labs.
curious if there's anything that surprised you about how it's being used either as part of a broader panel at a lower price
Show response
Jay noted initial use skews toward aid-in-diagnosis as vets 'test the test.' Wellness panel inclusion is still low but growing. Over 99% specificity, 79% sensitivity confirmed. Pet owners also showing enthusiasm.
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 |
|---|---|---|
| IDXX Idexx Laboratories | 6 | 0%none of 6 questions |
- IDXXIdexx Laboratories · 6 questions0%none of 6 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 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Product Launch2
- Geographic Expansion2
- Demand2
- Innovation & R&D1
- Revenue Growth1
- Supply Chain1
- Capex Investment1