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Analyst
Stephen Willey
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 9on tracked calls
- Challenge rate
- 0%none of 9 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 6with 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 9 of 9 questions from 2 companies
INSMInsmed Incorporated5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q2
the percentage of patients that you're expecting to be titrated up to the highest 1280 dose.
Show response
Willey asked how the TPIP Phase III trials are powered and the share titrated to the top 1,280 microgram dose; Lewis and Flammer explained the design targets functional improvement.
Calendar 2025 Q4
Just curious if you're expecting the majority of patient reauthorizations to occur 6 months after starting therapy
Show response
CEO noted Q1 plan changes and co-pay resets as the point of greatest potential friction. Confirmed reauthorizations going well enough to support $1B+ guidance. Stated if difficulties existed, they would be calling them out explicitly.
Calendar 2025 Q3
should we assume that the single Phase III PAH trial that you reached alignment on with FDA will be looking at a patient population that's similar to the Phase II?
Show response
CMO confirmed Phase 3 PAH will be consistent with Phase 2 population but allow titration to 1,280 mcg (vs 640 mcg max in Phase 2) based on OLE safety data. CEO highlighted 35.5% PVR reduction as best ever achieved in any well-controlled PAH trial.
Calendar 2025 Q2
Should we expect registration of TPIP development in PAH to be limited to a single Phase III trial?
Show response
October FDA meeting will determine Phase 3 design. TPIP positioned as best Phase 2 profile for PAH, PH-ILD, and potentially IPF. Trial design must account for sotatercept on market.
Calendar 2024 Q4
do you have any update on the percentage of PAH patients from the Phase 2 study that have chosen to participate in the open-label extension
Show response
Vast majority of patients continuing in OLE. 80% up to highest dose, some already on 1,280 mcg for several weeks. Phase 3 will target 1,280 mcg max dose.
INCYIncyte4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
just wondering if you can provide some more detail around the mechanics of dose escalation just in terms of the platelet response criteria
Show response
Pablo explained rapid platelet normalization by end of first cycle (~1 month) enables early dose escalation for non-responders. ET agreement creates framework for MF endpoint discussions. In MF, focus on normalizing hematopoiesis, not just symptom control.
Calendar 2025 Q4
just elaborate on why you think that's the right target exposure if that's somehow limited by cross-reactivity on wild type
Show response
Pablo clarified IC35 target reflects molecule-specific selectivity window between mutant and wild-type JAK2. Animal model data supports this threshold. Have backup programs for the V617F target if 058 doesn't achieve required exposures.
Calendar 2025 Q3
I was just wondering if you could give a little bit of color around what we should expect to see within the abstract publication next week
Show response
Pablo directed focus to end-of-year update with later data cut, more patients, longer follow-up. Steven Stein addressed Rezurock frontline failure: Incyte's endpoint definition is robust; fortunately have two shots on goal with both steroid and Jakafi combinations.
Calendar 2025 Q2
Can you say anything about the characteristics of the MF patients enrolled into the Phase I with respect to just baseline cytopenias, hemoglobin
Show response
Pablo confirmed representative MF population with typical Jakafi-exposed patients, not very restrictive enrollment criteria. Early dose cohorts will have longer follow-up with patients enrolled more than a year ago.
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 |
|---|---|---|
| INSM Insmed Incorporated | 5 | 0%none of 5 questions |
| INCY Incyte | 4 | 0%none of 4 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 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 2 | 0%none of 2 questions | 2 |
| 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 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 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&D8
- Regulation Policy3
- Product Launch1
- Pricing1
- Competitive Dynamics1