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Analyst
Salim Syed
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters; questions recorded in 3).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 1 company
INCYIncyte3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q4
if we could get a little bit more color on the Opsilura in PN and why the FDA was asking for another phase three
Show response
Steven explained one positive, one negative Phase III. FDA strongly recommended third study. No read-through to HS which uses standard two-study regulatory development. Pablo noted the missed study was very positive on investigator global assessment.
Calendar 2025 Q2
Can you maybe just comment to some of the intra-quarter dynamics there that you saw from the JAK going into effect
Show response
Bill focused on new patient start trends and retention (~90%). Product has potential to reach 1,000+ patients by year-end. Mohamed confirmed inventory <5% of Q2 sales, performance driven primarily by demand.
Calendar 2025 Q1
pretty good beat this quarter. Just curious if you can maybe comment on just some of the dynamics with the fourteen million dollars of sales
Show response
Mohammed noted about one-third of Q1 Niktimvo sales from inventory build, 50% of EAP patients moved to paid. Strong penetration metrics with usage primarily in 4th-line+ patients.
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 |
|---|---|---|
| INCY Incyte | 3 | 0%none of 3 questions |
- INCYIncyte · 3 questions0%none of 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 | No questions recorded | — | — |
| 2025 Q4 | 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
Topics
Topics tagged on this analyst’s questions.
- Product Launch2
- Revenue Growth2
- Regulation Policy1
- Innovation & R&D1