Loading…
Loading…
is that the case in both Crohn's and UC, or is that just more a holistic kind of IBD comment
with the TREMFYA subcu induction dosing kind of rolling out, what are you seeing in terms of competitive dynamics and positioning
specifically, is it all IBD? Or are you also seeing upside to the derm indications as well
Can you just elaborate a little bit more on which of the indications are most attributable to the upside we're seeing right now
Can you talk a bit more about how you're thinking about the tail for Humira in light of some of the erosion that you're seeing this year
can you just elaborate on what were the biggest drivers of upside to those targets, as you think about the various indications
how we should think about the growth rate beyond 2027? So basically, how mature will these franchises be by then
as you're thinking about just pushing the program beyond monthly, what profile do you think you'd need to see for that to have a role in the market? Are there minimum efficacy bars you're looking at?
I'd just be interested in just Amgen's latest view on kind of the obesity market and the company's role within the market with MariTide and the broader pipeline.
can you just talk a little bit about the bar that you see here in terms of what we see from that data to be clinically meaningful?
I'm just interested and how you're thinking about these payer dynamics, potential new entrants in that space over time?
can you talk about ex U.S., the Japan opportunity and some of these new markets? And can we think about the rapid ramp that we saw in the U.S. kind of repeating itself
Can you just elaborate a little bit more on the assumptions driving the $800 million guidance
I'm just trying to understand a little bit more about how you're envisioning the shape of the curve. Is this kind of like a gradual acceleration or a bigger step function as we move into 2026
just elaborate on your confidence on the 4182, 1720, the weekly treatment combo, the WONDERS program following the clinical hold
what you're seeing from a competitive standpoint and how that ramp is progressing relative to your internal expectations
Should we think about that higher level of top-line growth being associated with greater margin expansion? Or is this kind of 50 basis point year type improvement you're seeing this year a reasonab...
Can you just talk about how you're thinking about MFN tariffs, etcetera
any color you might hire up in terms of the drivers of upside to the guidance for the year
Just had a question on gross margins in the quarter. It seems like these came in well below trends
I think you mentioned in the remarks about 150 basis points of improvement this year in process R&D
Just interested in your thoughts on the ramp from here as we think about the $3.3 billion 4Q result you just reported
Can you just elaborate a little bit more on how some of these new country launches are trending relative to your expectations? How to think about growth off of this new higher base
Can you just help put the data into context and just, in general, your thinking of where orfo fits into the treatment landscape versus Zepbound and Wegovy
can you just elaborate a bit more on the role you see orforglipron playing in the core obesity and diabetes market relative to injectables?
Can you just elaborate a little bit more on what gives you confidence in running such a wide range of programs without having seen those initial readouts
what gives you such confidence in this asset and how large of an opportunity you see assuming we get some positive data
should we be thinking about this type of structure as a reasonable framework for the industry
how we should think about either operating margins or absolute OpEx growth trending in the next few years
can you just talk about GARDASIL and the potential to move to a single dose in The US
the removal of the $11 billion target is -- how much of this is conservatism just given the dynamics of China