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Analyst
Stephanie Davis
Period: Reporting period mapped to calendar 2024 Q3.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 1with 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 3 companies
CAHCardinal Health1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
I was hoping to hear how you're thinking about the puts and takes of the potential election outcome
Show response
Jason kept response high-level and non-partisan. Acknowledged tariff uncertainty but expressed confidence CAH is well-positioned regardless of political outcome.
CORCencora1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
can you walk us through your specialty roadmap, any other verticals to watch
Show response
Bob outlined specialty expansion criteria: growth, innovation, Part B component. Noted oncology, urology (via OneOncology), and now retina via RCA.
MCKMcKesson Corporation1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
How can you use leverage in this platform to maybe forward some of your clinical trial solutions?
Show response
Brian detailed InspiroGene's cell and gene therapy logistics and patient-support capabilities and oncology links.
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 |
|---|---|---|
| CAH Cardinal Health | 1 | —Rate withheld: fewer than 3 questions |
| COR Cencora | 1 | —Rate withheld: fewer than 3 questions |
| MCK McKesson Corporation | 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 Q3 | 3 | 0%none of 3 questions | 3 |
- 2024 Q33 questions · challenge rate 0% (none of 3 questions) · 3 companies
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D2
- Product Launch1
- Regulation Policy1
- Trade Tariffs1
- M&A1