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Maybe you could give us an update on your BD lens, kind of the size and risk profile of potential deals you might consider
would love your perspective on the potential implications for your business of the new PBM model that Cigna discussed on their earnings call yesterday
another solid quarter here from Skyrizi. It's annualizing at about $18 billion now. I know you have the 2027 guidance out there for over $20 billion
Could you just elaborate a little bit more there in terms of what that means for maybe inventory and then any contemplation on any changes to IP domiciling
Can you tell us what the volume impacts you guys are assuming, if any, in that calculation
just was wondering if you have any update in terms of how to think about the design of the Type II diabetes CVOT trial, particularly the control arm
maybe you could walk us through some of the puts and takes that we should think about heading into 2026.
how you're thinking about the design of MariTide CVOT study in type 2 diabetes in light of Eli Lilly's recent SURPASS-CVOT data
if you could help frame for us what we should be looking for at ADA with respect to MariTide. I know it's going to be the first detailed the Phase II data.
I know you're doing part 2 of the Phase II to explore quarterly dosing. Just wondering if there's an interim look there so you can incorporate that schedule into the Phase III program
just wondering if you can comment at all high level about how we should think about overall PrEP market growth
just wondering how durable this kind of a growth rate is given what you're seeing out there in the market
you added MRD negativity as a co-primary endpoint in the anetocel Phase III trial
I just wanted to understand what is included, if anything at all for len for PReP in the '25 revenue guide
I'm assuming we should assume that this is kind of the steady-state level as we think about the forward into '26 as well
I was wondering, post a lot of the earlier stage data, earlier line data we've seen for TechValley, if you could speak to how you're thinking about positioning here of that franchise relative to Ca...
I know at our healthcare conference you talked about some upcoming data you're going to have for your anti-tau antibody
You mentioned oncology target of $50 billion by end of the decade. It looks like that's well above consensus
just wondering if that's based on your impression of the most likely outcome here or that's more just your speculation or hope
how you're thinking about that, both from the bispecifics as well as CAR-T and maybe a broadening into the community setting
Just wondering if you can talk about what's embedded for Medicare volume ramp in the back half of the year and how that might drive the range we're seeing on the revenue side
I was surprised that it wasn't on the first list of the Commissioner's National Priority Review Voucher program. And so maybe you could just comment on kind of if you guys are seeking that voucher
if you can just frame expectations for us down for the upcoming ATTAIN-2 Phase III data
if you're delivering the same profile as an injectable medicine, why would you decide to price lower
if you could maybe elaborate on your expectations for Zepbound payer dynamics and access this year, particularly the impact from the OSA label
if you can give us any comments on the top line in terms of some of the pushes and pulls as we think about that
I was just wondering if you could help frame for us the potential impact there
Was just wondering if the change in outer-year GARDASIL sales impacts at all how you're thinking about