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how are you thinking of the trajectory in 2026 post the headwinds that played out in 1Q
the choppiness that we are seeing coming out of the scripts for the first quarter to date and then how you think about the pricing dynamics as you look to a new potential market entry this year or ...
how the momentum is going in the first-line versus switchers population and maybe talk about any combo use
Could you give some details here on the patient profiles for AMVUTTRA with regard to the frontline patients
How are you thinking about the timing of enrolment and events given the availability of new options
Could you just comment on the Meritide switching study and why it only evaluates every two months and three months and not every one month?
Walk us through what's given you confidence here in moving forward with a Phase three study in CIDP and the opportunity in that indication?
you also noted that the event rate for the OCEAN(a) outcome study is lower than you expected. Could you just speak to your confidence in this program
curious here as to your thoughts on that clause specifically, but additionally, how you are thinking about DTC efforts, which seem to be a growing theme across the industry
could you just help us understand the commercial strategy, including the relevant prescribers and patient identification efforts for the former?
can you speak to where you feel The Street is underappreciating growth and discuss how you factored in the Part D redesign to your projections?
could you update us on the adoption and use of blood-based biomarkers and whether you're seeing patients who completed to some less switch to LEQEMBI maintenance
with these phase three trials reading out and the kind of mixed phase two datasets here and just the innate risk around lupus
Could you just maybe speak to the confidence in the latter that's allowing you to kind of maybe just work on that earlier basket here
How important of a lever is this for you now as you do have a cadence of pipeline drivers
could you just speak to your thoughts on LEQEMBI uptake and growth on the
What is your latest thinking on the capacity preference and potential time lines for external BD?
Do you have a sense of what is driving this? How it breaks down between users who are stopping PrEP versus switching
Could you just comment on the inventory impact for Yeztugo in the third quarter and also how the CVS pricing discussions are progressing
can you just share any details on how much of the US market is supplied by ex-US manufacturing, either API finished product
Could you speak to the M. KLR bispecific here? You've guided to Phase I data next year. Maybe tell us more about this asset
remind us what you want to see on VAF reduction and level set us on how well understood the ultimate correlation is between VAF and clinical outcomes
initial data for 617F is now expected in the first half of '26. And should we read anything into this delay
Could you share any more details in terms of how we should assess the kind of curative efficacy potential for CalR
With regard to the Phase 2 data and we saw this drop from week 12 to week 16. Could you just speak about the read-through to this trial
could you discuss your strategy to pursue this line and where it fits into the treatment landscape and why pursue a monotherapy here
can you help us understand what's being deprioritized or changed to allow for these changes
help us understand the rationale behind the addition of the secondary end points and then secondly, as we look to the individualized neoantigen therapy
can you help us understand what's being deprioritized or changed to allow for these changes
Could you help us understand what the clinical bar is for the Norovirus program
where do you feel you have the most line of sight? And how are you optimizing the IL-4 agent
Is there any way you could frame for us how to think about the bar on hazard ratio here
can you speak to what the FDA may be looking for in potential study designs, whether it's slowing GA lesion growth
you spoke to the flexibility today and the fact that you're considering differentiated later-stage opportunities
Can you help us understand this in the context of your recent manufacturing announcements
speak to the magnitude of inventory impact on EYLEA HD that played out last quarter
Could you discuss the read-through from MACE's recent data to the enaxaplin program?
is there any way you could help us understand what is baked into the guide for the CF component relative to Alevtrex
put that in context for us about how to think about the read-through to eGFR benefit and just kind of overall positioning
can you help us understand now that you won't be moving forward with a broad PNP label today, maybe what your plan is around running these DPN trials
Could you just walk us through who the early adopters are, whether there's -- there seems to be a significant portion coming from a certain pool
can you further elaborate on pre-launch efforts in the retail pharmacies and the P&T committee review processes
on your mRNA program in cystic fibrosis, maybe frame for us how you think of success here