{
  "report_rows": [
    {
      "kpi": "2Q26 GAAP diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.66 vs. cons $2.43",
      "confidence": "HIGH"
    },
    {
      "kpi": "2Q26 Opzelura net sales",
      "prediction": "BEAT",
      "answer": "pred ~$421M vs. cons $407M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Jakafi net sales",
      "prediction": "BEAT",
      "answer": "pred ~$815M vs. cons $802M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 total net-sales guidance",
      "prediction": "BETTER",
      "answer": "guide ~$5.03B vs. cons $4.96B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Opzelura net-sales guidance",
      "prediction": "BETTER",
      "answer": "guide ~$870M vs. cons $845M (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 Jakafi net-sales guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.25B vs. cons $3.25B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Hematology and Oncology net-sales guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$840M vs. cons $842M (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 non-GAAP R&D plus SG&A guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.29B vs. cons $3.30B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$25M FY2026 Opzelura-guide lift versus consensus and a ~$0.23B one-time 2Q26 earnings benefit should drive FY2026-FY2027 EPS revisions higher; durable gross-to-net relief, rather than the ~$246M accounting reversal alone, supports follow-through.",
  "day5_confidence": "MEDIUM"
}