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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
I want to get some perspectives from you on penetration into primary prevention and where it could go
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
just to talk through the Qvantig dynamics versus Opdivo and where you're seeing the biggest demand?
on Pumitamig, I wanted to check on the cadence of data in, say, the next 6 to 12 months?
is there a dataset, a tipping point maybe of data that you wanna see before you really scale up the Phase III investment
is there a bottleneck in access that you really have to still work through
How would you guys characterize the speed of reimbursement and maybe the depth of prescribers in the U.S.
can you give us a sense of your priorities and maybe approach to development for a diversified portfolio like Bristol's
are there any that you would call out or maybe you can still achieve the objective of either line extensions or label expansion
the flexibility of transfer pricing assumptions either maybe from an IP or tax or side of manufacturing
given recent deals, you know, for Chinese assets, but also how low valuations are across US SMID biotech
I want to get your perspective as RFKJ's nomination or a confirmation looks I think fairly imminent
since the emracladine failure are there changes to the investment plan that you're contemplating
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
can you talk about, at a high level, the margins under a wide range of price scenarios for for Lilly
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
can you talk about how you guys see the competitive setup and related, I know you have prep coming up
Can you guys speak to trends on duration of therapy or maybe real-world safety tolerability
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
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
give us a bit more context for not moving to Phase III, maybe what was observed in the data
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
is there work to do on the payer side when you think about access and reimbursement and maybe cost-benefit
how you're thinking about the differentiation here versus the many BAFF, APRIL type of assets here
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
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 JOURNAVX and LSR, I know you guys have taken a deep dive into the Phase 2 and maybe you've gotten some KOL feedback
on ALYFTREK. Wanted to get maybe any early anecdotes from you guys on new patients coming into care