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Analyst
Seamus Fernandez
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 14on tracked calls
- Challenge rate
- 7%1 of 14 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with 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 14 of 14 questions from 2 companies
BMYBristol Myers Squibb8 questions · 5 reporting periods · 1 of 8 challenging
Calendar 2026 Q2
how you see the CELMoD is actually contributing to the growth revenue for the company
Show response
Lenkowsky described positioning and the goal of replacing Revlimid and Pomalyst in second line but gave no sizing for the 2028 to 2030 window asked about.
Calendar 2026 Q1
what are the key risks as we evaluate Phase II to Phase III -- and how do you see the opportunity
Show response
Cristian highlighted 60%+ improvement versus placebo with clear dose-response and consistent Phase II/III populations with stratification for prior antifibrotic use.
how are you looking at the impact of the current antifibrotic standard of care and the dropout rate
Show response
Adam highlighted 50-60% discontinuation rate at 12 months with current options and positioned Admilparant as a potential first-line foundational therapy.
Calendar 2025 Q4
Just wondering if you could help us position the areas that you see the most kind of relative upside
Show response
Chris highlighted CELMoDs bearing fruit, admilparant, and milvexian as standouts. Cristian detailed 10+ pivotal readouts across hematology, IPF, cardiovascular, and neuroscience.
Calendar 2025 Q2
if that relative comp continues to be sort of a focus point for Bristol right now
Show response
Adam noted Cobenfy far ahead of all branded schizophrenia benchmarks. No great analog exists. Focus on trialist growth, depth/breadth, and hospital expansion.
do you actually think that this is a sustainable sort of margin threshold within the context of Bristol-Myers Squibb
Show response
David outlined gross margin improvement path: growth portfolio mix accretive + Eliquis genericization in 2028. Productivity initiatives provide OpEx flexibility.
Calendar 2024 Q4
where you think novel oral drugs like iberdomide or resignomide could appropriately fit within the context of the overall multiple myeloma market
Show response
Samit positioned oral CELMoDs for community setting where cell therapy/bispecifics are difficult to administer. Iberdomide targets pomalidomide replacement.
I was hoping you could talk about the patient experience that you're seeing so far in the field
Show response
Adam noted AEs manageable with real-world dose titration slower than clinical trial. BID not a major objection given patients average 7 pills/day.
LLYLilly (Eli)6 questions · 6 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
how you envision expanding that treatment opportunity going forward
Show response
Ilya Yuffa framed obesity treatment as still mid-single-digit penetration with significant room to expand access and consumer awareness.
Calendar 2026 Q1
how the market as you see it is starting to segment and could segment going forward
Show response
Ken Custer described market segmenting into GLP-1 single agonist, dual agonist, and oral medicines. Retatrutide targets greater weight loss, eloralintide for non-GLP-1 mechanism or add-on. Lilly claims leading position in most segments.
Calendar 2025 Q4
just wondering why you couldn't attack immunology broadly in the same way as you have obesity, investing earlier, faster, and more aggressively
Show response
Dan confirmed reinvesting obesity proceeds to accelerate growth in oncology, neuroscience, and immunology. Highlighted blossoming oncology portfolio, promising immunology science including treating diseases earlier, and ongoing incretin combination trials in immunology.
Calendar 2025 Q3
how the competitors' dynamics are playing out and how you, Dave and Dan see the market evolving from here
Show response
Dan emphasized Lilly has best or first molecule against every reasonable target. Dave added that execution at scale is equally important as innovation, noting the combination of both has built Lilly's lead. Neither expressed concern about competitor M&A activity.
Calendar 2025 Q2
hoping, Dave, you could discuss a little bit more your views on the path for price with orforglipron and the growing number of assets coming to market
Show response
Dave restated price-to-value philosophy, expects single-digit net erosion like other chronic medications. Will offer consumer-level pricing while coverage gaps exist.
Calendar 2025 Q1
How is Ebglyss tracking against your ambition of it being a best in class launch? Is your vision for peak sales in line with consensus sales of $2 billion
Show response
Dan expressed high aspirations without confirming specific peak sales. Noted physicians moving Ebglyss to first-line after seeing results in severe patients. Coverage growing in U.S.
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 |
|---|---|---|
| BMY Bristol Myers Squibb | 8 | 13%1 of 8 questions |
| LLY Lilly (Eli) | 6 | 0%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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 33%1 of 3 questions | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 2026 Q1 | 3 | 0%none of 3 questions | 2 |
| 2026 Q2 | 2 | 0%none of 2 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2026 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Product Launch6
- Competitive Dynamics5
- Innovation & R&D4
- Demand3
- M&A2
- Revenue Growth1
- Geographic Expansion1
- Margin1
- Cost Pressure1
- Pricing1
Show all 11 topics
- Regulation Policy1