Geoff Meacham

what would you say are the leading indicators of a rebound in aesthetics, I'm just trying to assess what green shoots perhaps you may be seeing

What would you say are the main elements that you'd want to see in reform

you guys called out the partial impairment today in the press release. Just want to get your perspective as to what the drivers are for the remaining value

is it fair to say that you think '25 could be the trough or have already seen a trough in terms of the growth rate

post ADA, were there any changes that you guys made to Phase III, just thinking increased entry criteria or maybe pace of titration just to optimize discontinuations?

how maybe you rank external innovation versus investments and internal R&D and SG&A

do you guys view your own capacity or resources differently

I guess I just wanted to talk about the ADEPT and milvexian studies going into 2027.

is there a bottleneck in access that you really have to still work through

is there a dataset, a tipping point maybe of data that you wanna see before you really scale up the Phase III investment

since the emracladine failure are there changes to the investment plan that you're contemplating

I want to get your perspective as RFKJ's nomination or a confirmation looks I think fairly imminent

Would we expect it to narrow or widen as you treat patients upstream that are perhaps less heavily pretreated

I wanted to get a sense from you guys as to what voids you think you need to fill

I wanted to see if you had any color on patients switching from Descovy versus those who are brand new to PrEP

the OUS contribution, I think, is going to be much bigger when you compare to Descovy or Truvada and PrEP

what's the gating factor for selecting the best phase three combo? And related to that, you know, while you haven't seen resistance with len

do you guys view all the different Len treatment options that you detailed on Slide 20 as eventually replacing Biktarvy

With the higher efficacy of retatrutide, are there additional indications that you can now address

I wasn't sure what drives the investment priorities, whether it's the drug or the indication, and if there's a clear path to labeling claim

would you characterize it as more consumer-centric through LillyDirect? Or should we think about it as a more typical pharma launch with PBM and payer negotiations being really critical on day 1

can you talk about how the GI adverse event rates changed over the course of the studies?

is the ultimate goal to have meaningfully more indications than Tirzepatide just given the oral convenience?

Would these be a tipping point on broader reimbursement or access? I mean it's clear you have a benefit there

on the LIPFENDRA launch, I wanted to ask how you guys view the pace of maybe initial access.

maybe talk about the selection of the indications that you just announced from a mechanism perspective

can you talk about Merck's mitigating strategies as an offset whether it's a new CapEx cycle

is there an inventory threshold that you need to see to start shipping again

the 10% revenue growth guidance for the balance of the year, maybe just give us a reminder of the puts and takes of that

are there other I-O combo mechanisms that could also bear fruit, or is that better addressed with the rest of your oncology pipeline

I was curious if your pipeline evaluation process has evolved just to look at maximizing ROI on your R&D investments

what are you guys ultimately looking for in the combo studies?

are you guys set with monthly being the longest dosing interval to preserve efficacy? Or is it potentially is it feasible to extend to, you know, every two-month dosing

how would you rank those as priorities? I guess, both seem to have 3-year time frames

what would you say ranks as a higher priority just with respect to how you tier, you know, what would be multiple BD options

what incentives would you want to see in tariff negotiations that would maybe tip the balance for Pfizer Inc. to, you know, to increase manufacturing investments here in the US?

for the COVID franchise, you guys talked about stabilizing revenue for this year. Maybe just give us some level of conviction

just want to get a sense from you guys for the appetite for growing out the number of TAs

Is this like a vertical that we should expect you guys to add a lot of resources to in terms of R&D investments?

your perspective as you kind of exit '25 and go into '26, the sources of growth with regard to new patients

what's the appetite to further expand your plans that you've announced just so you own all elements

You got 45 assets already in development. So what's the ROI calculus on how you guys are prioritizing

on 828 or the other assets in Phase I, what are some of the clinical attributes you're looking for?

are there settings where an IV modality is perhaps a better fit in the clinical practice?

on Povi, congrats on the quick filing in IgAN, but looking beyond PMN and gMG, is it worth it to do a basket study?

is there work to do on the payer side when you think about access and reimbursement and maybe cost-benefit

Do you think you're hitting a tipping point with regard to kind of patient switching or those that are maybe kind of new starts

how you're thinking about the differentiation here versus the many BAFF, APRIL type of assets here

could the strategy in chronic pain involve to now include broader indications such as joint pain, et cetera? In other words, like outside of PMP

on JOURNAVX, to get an update -- maybe give us a sense for how you're thinking about the chronic pain indications and the design of those studies

what's been the feedback on utilizing sweat chloride as a biomarker more in practice

on ALYFTREK. Wanted to get maybe any early anecdotes from you guys on new patients coming into care

on JOURNAVX and LSR, I know you guys have taken a deep dive into the Phase 2 and maybe you've gotten some KOL feedback