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Analyst
Zach Dunn
Period: Reporting period mapped to calendar 2025 Q1.
- Questions
- 2on tracked calls
- Challenge rate
- 50%1 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
BMYBristol Myers Squibb2 questions · 1 reporting period · 1 of 2 challenging
Calendar 2025 Q1
how defensible is your first-in-class position with Camzyos? As your establishment at HCM centers and updated REMS
Show response
Adam noted hundreds of KOL conversations indicate aficamten data appears undifferentiated. Strong established base with high persistency. Always planned for competition.
what read through if any, might there be to your development efforts in HFpEF
Show response
Samit noted obstructive vs non-obstructive HCM appear to be distinct diseases. HFpEF biomarker tracking historically different. Phase 2b enrolling, need data before conclusions.
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 |
|---|---|---|
| BMY Bristol Myers Squibb | 2 | —Rate withheld: fewer than 3 questions |
- BMYBristol Myers Squibb · 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”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics1
- Demand1
- Innovation & R&D1