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Analyst

Steve Dechert

KeyBanc Capital Markets · covers Healthcare

Period: Reporting period mapped to calendar 2026 Q1.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
0%none of 2 questionsLimited sample
Companies
1questioned 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 2 of 2 questions from 1 company

ZTSZoetis2 questions · 1 reporting period · 0 of 2 challenging
ZTS company page →

Calendar 2026 Q1

is that still limited to the Gen Z and Millennial age groups? Or is that spread more into other age groups now

DemandMacroeconomicTranscript · FY2026 Q1 →
Show response

Kristin said affordability pressures are driven by economic situation not demographics, so they are targeting pet owners broadly rather than specific age cohorts.

How tied is the performance of that drug? Do you expect it to be tied to Librela

Product LaunchInnovation & R&DTranscript · FY2026 Q1 →
Show response

Kristin differentiated Lenivia from long-acting Librela, noting that OA Pain awareness and specialist engagement efforts benefit both products and early EU/Canada feedback is encouraging.

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.

CompanyQuestionsChallenge rate
ZTS Zoetis2—Rate withheld: fewer than 3 questions
  • ZTS
    Zoetis · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2026 Q120%none of 2 questions1
  1. 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Demand1
  • Macroeconomic1
  • Product Launch1
  • Innovation & R&D1