{
  "report_rows": [
    {
      "kpi": "Total revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.510B vs. cons $1.503B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.30 vs. cons $2.25",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Opzelura revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$310M vs. cons $309M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Opzelura net sales",
      "prediction": "LOWER",
      "answer": "guide ~$850M-$870M vs. cons $895M",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 Jakafi net sales",
      "prediction": "LOWER",
      "answer": "guide $3.22B-$3.27B vs. cons $3.72B",
      "confidence": "LOW"
    },
    {
      "kpi": "Jakafi XR / Opzelura qualitative outlook",
      "prediction": "UNCHANGED",
      "answer": "measured XR conversion; improved Opzelura gross-to-net",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -4.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 below-consensus forward guide drives reductions",
  "day5_confidence": "LOW"
}