Running hot in customers' hands: existing deployments are being used harder than they were sized for
The model's full reasoning — Q3 2018 call → NOWe need to determine if management describes the company's product/service being used more intensively by existing customers than originally expected, with heavier usage observed in current business. Key points from transcript: - Aimovig launch: "over 100,000 patients starting Aimovig since launch" - that's new patients, not existing customers using more. - Prolia: "repeat injection rates in the U.S. remain especially strong at over 70%" - that's repeat usage, but is it heavier than expected? Not explicitly described as exceeding expectations. - Repatha: "we've made strong progress to improve patient access" - that's about access, not usage intensity. - No mention of existing customers consuming more than planned. The question asks about "existing customers" using the product more intensively than originally sized. The transcript focuses on new patient starts, market share gains, and volume growth from new products. There's no explicit statement about existing accounts using more than expected. Also, the transcript mentions "we expect prescription activity to moderate and normalize" for Aimovig, indicating a temporary spike, not sustained heavier usage. Thus, answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| APYX | Apyx Medical Corporation | Q4 2023 | 2024-03-21 | C |
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| SOPH | SOPHiA GENETICS SA | Q4 2021 | 2022-03-15 | C |
| RELY | Remitly Global, Inc. | Q4 2021 | 2022-03-02 | B |
| ASAN | Asana, Inc. | Q2 2022 | 2021-09-01 | B+ |
| TJX | The TJX Companies, Inc. | Q2 2021 | 2021-08-18 | C |
| WES | Western Midstream Partners, LP | Q3 2018 | 2018-10-31 | D |
| HOLX | Hologic, Inc. | Q4 2017 | 2017-11-08 | D |
| BCE | BCE Inc. | Q2 2017 | 2017-08-05 | B+ |
| CCOI | Cogent Communications Holdings, Inc. | Q2 2017 | 2017-08-03 | B |
| GEO | The GEO Group, Inc. | Q2 2016 | 2016-08-02 | B+ |
TJX · Q2 2021 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
WES · Q3 2018 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...
BCE · Q2 2017 → YESThe question is about whether management describes that the company's product, service, capacity, or offering — already deployed with existing customers — is being used more intensively than originall...