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Analyst
Simon Baker
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
- 4questioned 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 4 companies
GILDGilead Sciences3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2026 Q2
You alluded to the fact that it is under evaluation in non small cell lung cancer
Show response
Berger said GS8824's NaPi2b expression in non-squamous NSCLC is encouraging given the ovarian cancer data, but cautioned it is early days and needs more data.
Calendar 2025 Q3
I just wonder if you could give us some of your feedback on the patient and physician experience and reaction to Yeztugo
Show response
Johanna addressed ISR concerns by highlighting nurse educator training program: 7,000+ HCPs trained, 1,500+ accounts, 98% satisfaction rate. Pre/post-treatment protocol with ice. Emphasized education goes a long way for smooth experience.
Calendar 2025 Q1
when you are expecting to see a potential benefit, as the lower cost of patients increases starts and increases stay time
Show response
Johanna said any volume benefit from lower patient costs would come later in the year but is not expected to be material. Biktarvy abandonment rates already very low due to disease severity.
MRNAModerna2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
should we assume that the entirety is SPIKE vax? And also, Jamie, I wonder if you could give us any comments on phasing
Show response
CFO confirmed Q1 was primarily COVID. Q2 guided $50-100M. International could reach $1B if 2025 repeats plus U.K. fall campaign. U.S. expected some decline from $1.2B. 50/50 U.S./international mix for full year.
Calendar 2024 Q4
You mentioned the spend on respiratory trials being 50%. Was that 50% of your total trial spend or 50% of your R&D spend
Show response
CFO clarified 50% referred to trial expense specifically, noting other overhead and manufacturing costs also relate to respiratory programs.
ABBVAbbVie1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
In some markets, that's up to 2% of the population. So I just wonder if you could give us an idea on your thoughts of the size of that opportunity
Show response
Jeff Stewart sized next-wave indications (alopecia, vitiligo, HS, lupus) at >$2B peak combined, noting particularly striking alopecia data. On Elahere pricing, monitoring most-favored-nation dynamics; early discussions with administration on equitable G7+Switzerland+Denmark pricing. UK still subject to NICE HTA evaluation.
REGNRegeneron Pharmaceuticals1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q3
I just wonder what the scope of your ambition was in that setting, given the role of T cell infiltration in glaucoma
Show response
Yancopoulos said CD3 and glaucoma will be two distinct programs. Described CD3 as world's first complete T cell blocker for the eye. Revealed Regeneron Genetics Center has uncovered the most important genetic drivers of glaucoma with a clinical program coming very soon. Likened potential to 'EYLEA for uveitis' and 'EYLEA for glaucoma'.
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 |
|---|---|---|
| GILD Gilead Sciences | 3 | 0%none of 3 questions |
| MRNA Moderna | 2 | —Rate withheld: fewer than 3 questions |
| ABBV AbbVie | 1 | —Rate withheld: fewer than 3 questions |
| REGN Regeneron 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 3 | 0%none of 3 questions | 3 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Product Launch3
- Revenue Growth1
- Pricing1
- Competitive Dynamics1
- Regulation Policy1
- Demand1
- Cost Pressure1