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Research firm
Nephron Research
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters).
- Questions
- 99on tracked calls
- Challenge rate
- 10%10 of 99 questions
- Analysts
- 4with at least one question
- Companies
- 22questioned at least once
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.
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.
Analysts
Most questions first. Each challenge rate shows the exact count behind it.
| Analyst | Companies | Questions | Challenge rate |
|---|---|---|---|
| Josh Raskin | 7 | 33 | 18%6 of 33 questions |
| Eric Percher | 5 | 32 | 0%none of 32 questions |
| Chris Pasquale | 8 | 27 | 15%4 of 27 questions |
| Tom DeBourcyLimited sample | 2 | 7 | 0%none of 7 questions |
- Josh Raskin7 companies · 33 questions18%6 of 33 questions
- Eric Percher5 companies · 32 questions0%none of 32 questions
- Chris Pasquale8 companies · 27 questions15%4 of 27 questions
- 0%none of 7 questions
Companies
Most questions first, counting every analyst at this firm.
- CAHCardinal Health8 questions
- CORCencora8 questions
- MCKMcKesson Corporation7 questions
- COOCooper Companies (The)7 questions
- HIMSHims & Hers Health, Inc.7 questions
- CNCCentene Corporation6 questions
- ELVElevance Health5 questions
- HCAHCA Healthcare5 questions
- HUMHumana5 questions
- UNHUnitedHealth Group Incorporated5 questions
- WSTWest Pharmaceutical Services4 questions
- ZBHZimmer Biomet4 questions
- SYKStryker Corporation4 questions
- UHSUniversal Health Services4 questions
- DXCMDexCom3 questions
- BSXBoston Scientific3 questions
- TECHBio-Techne3 questions
- CICigna3 questions
- EWEdwards Lifesciences3 questions
- MDTMedtronic2 questions
- CVSCVS Health2 questions
- PODDInsulet Corporation1 question
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 | Analysts | Companies |
|---|---|---|---|---|
| 2024 Q3 | 5 | 0%none of 5 questions | 2 | 4 |
| 2024 Q4 | 16 | 13%2 of 16 questions | 3 | 15 |
| 2025 Q1 | 19 | 11%2 of 19 questions | 4 | 17 |
| 2025 Q2 | 18 | 11%2 of 18 questions | 4 | 17 |
| 2025 Q3 | 14 | 14%2 of 14 questions | 3 | 13 |
| 2025 Q4 | 14 | 14%2 of 14 questions | 4 | 13 |
| 2026 Q1 | 8 | 0%none of 8 questions | 3 | 8 |
| 2026 Q2 | 5 | 0%none of 5 questions | 2 | 5 |
- 2024 Q35 questions · challenge rate 0% (none of 5 questions) · 2 analysts · 4 companies
- 2024 Q416 questions · challenge rate 13% (2 of 16 questions) · 3 analysts · 15 companies
- 2025 Q119 questions · challenge rate 11% (2 of 19 questions) · 4 analysts · 17 companies
- 2025 Q218 questions · challenge rate 11% (2 of 18 questions) · 4 analysts · 17 companies
- 2025 Q314 questions · challenge rate 14% (2 of 14 questions) · 3 analysts · 13 companies
- 2025 Q414 questions · challenge rate 14% (2 of 14 questions) · 4 analysts · 13 companies
- 2026 Q18 questions · challenge rate 0% (none of 8 questions) · 3 analysts · 8 companies
- 2026 Q25 questions · challenge rate 0% (none of 5 questions) · 2 analysts · 5 companies
Topics and sectors
Topics tagged on this firm’s questions
- Competitive Dynamics32
- Demand25
- Revenue Growth19
- Margin17
- Regulation Policy13
- Innovation & R&D13
- M&A12
- Pricing12
- Guidance Reliability12
- Product Launch10
Show all 19 topics
- Capital Allocation6
- Capex Investment5
- Geographic Expansion5
- Subscriber Growth4
- Trade Tariffs3
- Cloud & AI2
- Cost Pressure2
- Inventory2
- Supply Chain2
Questions by company sector
- Healthcare99