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Analyst
Tejas Savant
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 8%1 of 12 questions
- Companies
- 5questioned at least once
- Reporting periods
- 2with 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 12 of 12 questions from 5 companies
CRLCharles River Laboratories4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q1
How are you thinking about the time line? I know you mentioned sort of a relatively quick turnaround
Show response
Foster said the committee will move swiftly without rushing but unlikely to have conclusions by next earnings call. Pease noted approximately $75 million of $225 million in savings are durable and significant cost work already done.
What fraction of MABs typically require these chronic NHP studies and what fraction were getting an FDA waiver?
Show response
Foster quantified the at-risk revenue but did not provide specific waiver fractions. Said clients will continue using methodology ensuring patient safety regardless of FDA permissions, and NAMs for small molecules are way off.
Calendar 2024 Q4
whether there's any step you can take proactively over the next twelve months to further de-risk your supply chain there
Show response
James outlined multi-geography sourcing strategy including NovoPrim in Mauritius (increasing supply after 2026), while expressing cautious optimism on CITES outcome.
Any cancellation payment benefit in the fourth quarter? Do you expect one to come through in 2025?
Show response
Flavia confirmed contractual obligations embedded in 2025 guidance and noted margin expansion expected in manufacturing overall despite CDMO pressure, aided by restructuring and microbial strength.
HOLXHologic4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2025 Q1
Are you considering revisiting sort of that premium price positioning you plan to charge for Envision, just given current market conditions
Show response
Essex (labeled as Steve in transcript) defended premium positioning, noting creative acquisition models and that Envision includes all software standard, making it comparable to current market pricing.
Just wondering beyond tariffs in China, how to think about the 60 bps haircut?
Show response
Karleen attributed the organic guide reduction to China revenue takedown and larger-than-expected Africa USAID disruption affecting other non-profit entities.
Calendar 2024 Q4
Can you just provide some context and the degree to which that that's unlocking some conversations for you
Show response
Steve acknowledged the forecast miss, took personal responsibility for not challenging the underlying market growth assumption. New leadership in Breast Health bringing deeper analytics.
how much of Hologic's OUS revenue is made in the US and how much of US revenue was dependent on manufacturing overseas
Show response
Karleen identified Costa Rica as largest tariff exposure (all surgical products except Gynesonics plus disposable Breast Health). Steve noted gantries and molecular diagnostics are US-made.
TEMTempus AI, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q1
can you just share some color on follow-up conversations with other pharma companies about the possibility of similar deals
Show response
Eric said excitement exceeded expectations but big deals still take time to convert to agreements.
Calendar 2024 Q4
One of the benefits you had highlighted in terms of bringing Ambry in-house is that it gives you a West Coast lab.
Show response
Eric answered directly on the multi-year plan to cross-pollinate assays and build lab redundancy.
ILMNIllumina, Inc.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
Would it make sense for that to be undone, of course, with appropriate data safeguards in place
Show response
Jacob left the BGI/Washington question 'for the lawmakers' and declined to comment on specific competitive losses.
IQVIQVIA1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
any comments on the stranded costs associated with the mega trial that you said is now pushed to 2026
Show response
Bruehlman said stranded cost impact is not huge as resources will be redeployed. Bousbib expressed confidence in IQVIA's RWE leadership position and broader industry resilience.
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 |
|---|---|---|
| CRL Charles River Laboratories | 4 | 0%none of 4 questions |
| HOLX Hologic | 4 | 25%1 of 4 questions |
| TEM Tempus AI, Inc. | 2 | —Rate withheld: fewer than 3 questions |
| ILMN Illumina, Inc. | 1 | —Rate withheld: fewer than 3 questions |
| IQV IQVIA | 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 | 6 | 0%none of 6 questions | 4 |
| 2025 Q1 | 6 | 17%1 of 6 questions | 4 |
- 2024 Q46 questions · challenge rate 0% (none of 6 questions) · 4 companies
- 2025 Q16 questions · challenge rate 17% (1 of 6 questions) · 4 companies
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy4
- Product Launch2
- Revenue Growth2
- Cost Pressure2
- Supply Chain2
- M&A2
- Pricing1
- Macroeconomic1
- Capital Allocation1
- Innovation & R&D1
Show all 16 topics
- Guidance Reliability1
- Trade Tariffs1
- Cloud & AI1
- Margin1
- Competitive Dynamics1
- Capex Investment1