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 to determine if management describes that their way of doing things is being adopted, copied, or moved toward by others in the market, and that they treat it as validation. Scan the transcript for relevant statements. Management discusses VIVITROL, ARISTADA, ALKS 5461, 3831, etc. They talk about their approach to treatment, policy changes, etc. But do they say others are following their lead? For example, they mention that the opioid epidemic is a central theme, legislation is gaining support, but that's not necessarily others copying their approach. They talk about expanding access, but not about competitors adopting their methods. They mention that ARISTADA is now the first and only long-acting atypical antipsychotic that can be fully dosed on day one, but that's a product feature, not others copying. They discuss that they are preparing for AdCom, but no mention of others following. They mention that they are expanding sales force, but that's their own action. They talk about the treatment system being slow to change, but not that others are adopting their way. They mention that they are collaborating with policymakers, but not that others are copying. There is no explicit statement that competitors or others are adopting their approach, product design, or business model. They claim leadership but not that others are following. Thus 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?