Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q3 2018 call → NOWe need answer YES/NO. Need analyze transcript. Question: Does management describe that company's way of doing things is being adopted/copied/moved toward by others in market, and management treats as validation? Need identify any instance. Transcript: Amgen Q3 2018. Topics: biosimilars, launches, pipeline. Management mentions "first mover advantage" for Aimovig? Murdo: "We have our first mover advantage. And in addition Aimovig is the first and only preventive migraine treatment that specifically blocks the receptor to CGRP." That's not others adopting. Also "We continue to believe Onpro drives better patient experience..." no. Biosimilars: Amgen launching biosimilars, not others copying. Pipeline: "first-in-class" programs. No mention of competitors following. Repatha: "we've made important decision to improve access... launched new NDC at list price... only viable option to reduce out-of-pocket cost for Medicare patients..." This is Amgen adopting? Not others. Question asks if management describes that others are following company's lead. There is no such. There is mention "first mover advantage" but not that others adopting. Also "we feel confident in our ability to compete with Aimovig's differentiated product profile." No. Need answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?