Terence Flynn

Maybe you could give us an update on your BD lens, kind of the size and risk profile of potential deals you might consider

would love your perspective on the potential implications for your business of the new PBM model that Cigna discussed on their earnings call yesterday

another solid quarter here from Skyrizi. It's annualizing at about $18 billion now. I know you have the 2027 guidance out there for over $20 billion

Could you just elaborate a little bit more there in terms of what that means for maybe inventory and then any contemplation on any changes to IP domiciling

Can you tell us what the volume impacts you guys are assuming, if any, in that calculation

how are you thinking about BD and M&A right now given your current needs, but also your strength and your balance sheet?

just was wondering if you have any update in terms of how to think about the design of the Type II diabetes CVOT trial, particularly the control arm

maybe you could walk us through some of the puts and takes that we should think about heading into 2026.

how you're thinking about the design of MariTide CVOT study in type 2 diabetes in light of Eli Lilly's recent SURPASS-CVOT data

if you could help frame for us what we should be looking for at ADA with respect to MariTide. I know it's going to be the first detailed the Phase II data.

I know you're doing part 2 of the Phase II to explore quarterly dosing. Just wondering if there's an interim look there so you can incorporate that schedule into the Phase III program

just thinking through what this means for the broader commercial opportunity

when we see that J&J data, assuming it comes before BIIB080, how should we think about read through to your ASO program

if you could comment high level, number one, on your interactions with FDA, and if there have been any changes to the review teams

could elaborate in terms of what differential it's powered for on bleeds for superiority

the math that we're doing suggests kind of mid-single-digit growth year over year on the growth portfolio

wondering if you can speak to what you view as a clinically meaningful delta versus Eliquis that would be enough to support broader payer coverage

What's your confidence level that FDA will actually move in that direction

Can you weigh in at all in terms of those, if there's any progress or any details in terms of how those might play out

I was just wondering if you could elaborate a little bit on what you're seeing with the prescriber base right now

directionally, how should we think about 2026 as it seems like there are still a number of moving pieces

on iberdomide, the addition to the MRD endpoint, did FDA sign off on that

should we think about the run rate year-end '27 as being $15 billion

Just on the Yes2Go launch, can you provide the latest mix of switch versus naive, buy-and-bill

just wondering if you can comment at all high level about how we should think about overall PrEP market growth

just wondering how durable this kind of a growth rate is given what you're seeing out there in the market

you added MRD negativity as a co-primary endpoint in the anetocel Phase III trial

I'm assuming we should assume that this is kind of the steady-state level as we think about the forward into '26 as well

I just wanted to understand what is included, if anything at all for len for PReP in the '25 revenue guide

how you're positioning that drug in the market now that have full details on the label and pricing

how should we think about the ramp of reimbursement coverage there and any sampling plans

I was wondering, post a lot of the earlier stage data, earlier line data we've seen for TechValley, if you could speak to how you're thinking about positioning here of that franchise relative to Ca...

I know at our healthcare conference you talked about some upcoming data you're going to have for your anti-tau antibody

You mentioned oncology target of $50 billion by end of the decade. It looks like that's well above consensus

how you're thinking about that, both from the bispecifics as well as CAR-T and maybe a broadening into the community setting

as you think about the evolution, I guess, of the DTC channel, what are some of the things you're considering

Just wondering if you can talk about what's embedded for Medicare volume ramp in the back half of the year and how that might drive the range we're seeing on the revenue side

I was surprised that it wasn't on the first list of the Commissioner's National Priority Review Voucher program. And so maybe you could just comment on kind of if you guys are seeking that voucher

if you can just frame expectations for us down for the upcoming ATTAIN-2 Phase III data

if you're delivering the same profile as an injectable medicine, why would you decide to price lower

if you could maybe elaborate on your expectations for Zepbound payer dynamics and access this year, particularly the impact from the OSA label

if you can give us any comments on the top line in terms of some of the pushes and pulls as we think about that

I was just wondering if you could help frame for us the potential impact there

Was just wondering if the change in outer-year GARDASIL sales impacts at all how you're thinking about

Just wondering if you can be any more specific about the timing of the interim Phase III of the INT and adjuvant melanoma

just on the flu RTF, implications for the 2028 cash flow breakeven guidance, and then timing of the Type A meeting

Is it only on the flu side? Or do you need vaccine efficacy for both COVID as well and kind of what level of protection you need to see

wondering if you can confirm if you still have not seen any cases of GBS with your RSV vaccine

was wondering if you can provide any high-level details on the baseline characteristics, so either BMI or gender mix

a clarification on Paxlovid dynamics for the quarter. It looks like by our math, price per script went up over last quarter

I was wondering if we'll get an update from the Phase II study on PFS potentially at San Antonio later this year?

can you confirm if something along those lines is in the works?

how that data change or impact your strategy for this drug in the frontline setting

can you just kind of clarify how much data you're going to share later this quarter? Will we get weight loss data?

can you talk about what you're seeing in terms of uptake at the academic versus community centers?

Bayer is going to be presenting some Phase III SSP data for their oral Factor XI inhibitor, asundexian next week

any new insights you might have learned that drove the differential outcome in the prior 2 Phase III trials

You mentioned in the fianlimab first-line melanoma study that the event rate is slowing

can you confirm that this component is something that's used in your prefilled syringe that's already approved in Europe

if there is a defined percentage of FSGS patients in the AMPLITUDE Phase III trial for enaxaplin

just curious to know if you are seeing anything different in terms of patient mix this quarter versus prior quarters

if you can comment at all about the blinded serious data you are seeing from the RAINIER study at this point

if there's any update on the NOPAIN Act and what you guys are doing on that front

if you can just confirm if there's any inventory in the second quarter that we need to think about as we do the math on a dollar per script basis