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There have been investor fears that this next round of negotiations will be worse than last year, so Trump can make his mark
do you think there's any basis in reality for that? I know you'll say it shouldn't happen, but that doesn't mean that it will potentially happen
what are your expectations for how obesity drugs are going to impact this business? You could argue that the surge in use of products
why can't that be a very significant product for you guys as the only seller into that large market, right, for the next few years? It seems like it could get to a $1 billion-plus-type sales level.
On Descovy, how much will lenacapavir for PrEP cannibalize? Could US Descovy sales go ex-growth as soon as 2026
concerns sometimes start to build whether consensus could be too high relative to what the product could actually deliver
a big concern by investors is how that might alter wrap in transfer pricing structures
with STELARA facing biosimilars, I'm wondering if it might play out like how it has with AbbVie
What is Lilly picking up on this? And whatever that level of discount ends up being, would you agree that it quite likely has a direct impact on pricing of Lilly's own products in 2027
Canadian generics are just a replacement for that compounding channel, and they'll keep that headwind alive even if compounders get shut down
of covered lives today, what percent of payers are having this one of one approach?
Does the 2025 guidance require acceleration? Or can you get the scripts just continue on the same trajectory and the slope of that line doesn't change?
can you just remind investors the biggest offsets that you see today for how losing a product
I want to ask about long-term guidance, Rob. It was something I asked last quarter. I wanted to ask again
when can we expect Merck will be in a position to talk about longer-term forward-looking guidance