Mike Yee

Can you just talk a little bit about your expectations on tevapadone launch? Ultimately and how you see this playing out and what could be a slow start, fast start?

Can you just tell me a little bit about what you're to get from that study

Just thinking about how you design the protocol, is that involving an interim?

I am wondering if you think that background therapies such as GLP-1 or PCSK9 either would impact your trial design or your competitor trial design

I was wondering, and to ask your view of the portfolio overall in obesity given that folks like today are disclosing combinations with monthly or monthly and then combinations and how you see this ...

Can you maybe comment about your strategic view about where you'd like to be in a couple of years, if you are so confident on MariTide

Do you believe that CLE is a higher probability given perhaps less heterogeneity of the patient population

What type of trend it would make sense for you to push forward

how important is the tau sub study where, obviously, PET tau imaging is gonna be critically important

Can you walk through how important that is in terms of any bottlenecks and specifically whether that totally would be able to replace pet

can you just talk a little bit about the 120 dose that you're using

Can you just remind us how often that study is looked at

Is metabolic obesity a fair question or a fair area that investors should be understanding of

How are you thinking about things that you could do to get it higher

Can you tell us a little bit about the profile of that drug and what you're seeing in Phase one to get you excited

your expectations for the PrEP one. And assuming approval on time, how you think about the dynamics in the second half

can you just comment about your recent interactions with the FDA and the perspective of the FDA and HHS with the incoming administration

can you talk a little bit about which specific regions are seeing the most growth?

Just wanted to ask your expectation on the orforglipron launch general view of unit volume scripts vis-a-vis the tirzepatide launch

how are you thinking about the dynamic of a sac-TMT in the context of PD-1 VEGFs and your own Lenova asset

Would we expect that, that's a similarly designed protocol as it relates to the interim

that that study has interims built in and then, of course, a final

talk to expectations about what you guys think is a positive readout, both on VE, but also what is a good readout on the secondary endpoint

Do you need both to hit the primary or to hit the event rate and just help us understand the timing of that

it's certainly possible on the event rates that were seen in Phase II that the data could come by end of year or first half of '26

can you just remind us how much information you knew or what data you already had? I booked there's already a large phase one ongoing

on the efficacy standpoint your differentiation on eGFR will be able to come through over 9 or 12 or 24 months

on the safety component for Povi, Reshma, can you talk a little bit about the hypogammaglobulinemia?

can you remind us how to think about what rates of ADA are possible, either absolute rates or neutralizing rates

could you just tell us about the data coming up in acute pain in the second half? And how would you compare that to the acute pain data we've already seen

can you just comment about your thoughts around the public payer coverage as it relates to Medicare, Medicaid