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the recently announced Pfizer settlement for Vyndamax impacts how you think about the TTR cardiomyopathy landscape
if you could just elaborate on the approach you took to updating the TTR franchise guidance this time around
Can you speak a little more -- in a little more detail to the assumptions underpinning the updated TTR franchise guidance
You mentioned providing additional launch indicators with 2Q results. Can you just touch on what those will be
What do you think the early acoramadis scripts imply for the TTR cardiomyopathy market dynamics
I was hoping you could touch on the potential translatability of the ET design to MF as it relates to starting dose
what elements of these data in post-Jakafi patients and Jakafi suboptimal responders could make us come away confident that 989 could be successful in the front line
How do you incorporate SVR25 data into your decision-making
Curious how you plan to balance investment in pipeline advancement relative to external opportunities relative to the need for investment to support kind of near-term commercial performance
Curious if you could update us on how the company is thinking about capital allocation and business development
When you said, if you show something that's close to what you showed in Phase 2, that would be super competitive
Are you going to seek a label that includes biologic naive patients or do you expect it will be labeled for post-biologic patients?
how you're estimating which patients were ready and waiting versus which fall into that organic demand bucket?
have any of those unknowns that you alluded to at the start of the year just become more known now that we're at least halfway through the first quarter?
I was curious if you could talk a little bit about some of just the early feedback you're hearing from the field about the physician experience with BRINSUPRI?
can you speak to your confidence in brenso achieving a ramp like that?
can you just remind me of your estimate of how many U.S. bronchiectasis patients have had two or more exacerbations in the past year
I'm just trying to think about those contracts and the right way to think about what more could come from the U.K. for the remainder of '26
How is the U.S. COVID vaccine demand tracking this season relative to your projections? And what about the ex-U.S. season
how confident are you that the trial will not go on some equivalent of clinical hold in the Southern Hemisphere
Can you recap what variables in the COVID vaccine and RSV markets would land you at the low end or the high end of your '25 guidance
you have talked about renal one day rivaling the cystic fibrosis business in size. Can you speak to what needs to play out from here
is there a phase of development you feel as the sweet spot for assets that Vertex brings in
can we expect enrollment completion for the first Phase III trial much sooner than that
for the additional commercial efforts behind JOURNAVX, was that increase always planned as coverage came into place? Or is that a reaction to what you're seeing
Can you just quantify what that headwind is
when you said you expect immaterial impact from tariffs, just to confirm, is that from the current tariffs? Or is that if biopharma specific tariffs are implemented
how we should think about the U.S. versus ex-U.S. contribution to that growth rate in the CF business
you also mentioned that 4Q revenue benefited from some non-recurring items. Possible to quantify that at all