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Analyst
Yaron Werber
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with 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 8 of 8 questions from 1 company
AMGNAmgen Inc.8 questions · 7 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
how much of a differentiated label can you get relative to companies who are only working on systemic disease?
Show response
Gordon detailed dual Phase III studies (621 systemic, 434 symptomatic patients), Phase II ESSDAI/ESSPRI signals, and the rationale for distinct endpoints; H2 readout.
Calendar 2026 Q1
Are you switching sort of one to one to one to months every two months and every three months? And are you looking at superiority or noninferiority?
Show response
Jay provided clear study design details including 300 subjects, run-in on weekly GLP-1s, and primary endpoint of change from baseline body weight after 52 weeks.
Calendar 2025 Q4
Should we expect the data this year? And do you want to give us any color on the reliability of the Phase II into the Phase III, just given it's a tough condition?
Show response
Bradner confirmed both Sjogren's Phase III studies fully enrolled with completion expected later in 2026. Noted historic challenges in Sjogren's drug development but cited dasodilumab as one of the first medicines to improve ESSDAI score in the disease, giving confidence in Phase III.
Calendar 2025 Q3
Any sense sort of -- is this going to be in a medical meeting? And can you give us any sense kind of what to really expect and put it in context?
Show response
Bradner confirmed Part 2 tests quarterly dosing at full dose, monthly low dose, versus placebo and continued treatment. Did not confirm venue or timing of disclosure beyond year-end.
Calendar 2025 Q2
In Q4, when we have the second year data, how much granularity are we going to be able to glean from the patients who are going on maintenance?
Show response
Bradner confirmed Q4 2025 timeline for both datasets but did not provide details on what specific maintenance dosing granularity would be shared.
Calendar 2025 Q1
at ADA, is there a chance to get maybe even the 76-week data, from the obesity study from the Phase II, including some of the less frequent dose
Show response
Bradner clearly said no interim Part 2 data at ADA. On the switch study concept, he confirmed Amgen intends to generate data supporting patients switching from other weight loss medicines to MariTide.
Calendar 2024 Q4
On 514, the one that's on clinical hold for obesity, can you comment, was that an incretin or non-incretin mechanism?
Show response
Management corrected the molecule number to 513 but declined to disclose the mechanism, citing competitive dynamics.
AMGEVITA was extremely strong at 294. Is that sustainable from now on? What drove that?
Show response
Murdo Gordon deflected from AMGEVITA-specific sustainability to broader biosimilar portfolio growth, not directly addressing whether $294M run-rate is sustainable.
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 |
|---|---|---|
| AMGN Amgen Inc. | 8 | 0%none of 8 questions |
- AMGNAmgen Inc. · 8 questions0%none of 8 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 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&D7
- Product Launch5
- Competitive Dynamics2
- Revenue Growth1