Umer Raffat

is that time line driven by the 4.5-year follow-up? Or is it rather because you're hitting those predefined events of 750 plus on the triple and 1250 on the quadruple?

How important is it for you to hit on the EGFR endpoint beyond the primary endpoint

in a scenario where we do see a trend, how do you see that impacting the LEQEMBI franchise

I wanted to touch up briefly on your long-term commitment to Alzheimer's and the status of Eisai relationship

In a scenario where Lilly hits Trailblazer Alzheimer’s three in preclinical on the progression endpoint how does that factor into your thinking

I was really looking forward to a possible update on your Phase 2 ulcerative colitis trial of the oral alpha4beta7

can you speak to your confidence overall heading into this interim? And is it fair to say that the size of the indication is generally similar with triple-negative breast

I noticed a $39 million sales number in 3Q. And I'm trying to make sense of it. By my rough math, it sounds like about 3,000 patients initiated in 3Q

In a scenario where the industry does converge around an MFN proposal, which is focused on Medicaid, how do you see the impact to Gilead business

I'm just trying to think out loud what the long-term implications of that could look like, especially with all the competition coming

there's a lot of commentary on some of the expectations you've laid out on orforglipron pricing framework. If you could expand on that

can we reasonably assume everything is, in fact, on track and you are still in a position

are you intending to keep the IP KEYTRUDA sub q here in US? Rather than Ireland as we head towards

do you feel reasonably comfortable that WINREVAIR can grow about 100% year-over-year from the fourth quarter

what's the likelihood that Pfizer entertains a transformative M&A in near or medium term, which could end up impacting dividend as we've seen in history?

could you remind us if the 9.6 milligram monthly dose was the reaction to the data today? Or was that already being contemplated

I was very intrigued by a Phase IIb trial you guys initiated on an oral drug in atopic derm. Could you confirm if it's a STAT6 inhibitor

from an R&D perspective, can we make sure you'll be evaluating all the new data that's imminent, for example, the monthly transition

did you take any interim look to see how the effect size is tracking?

is administration pushing back with sort of balancing those two?

if you could just expand on the free cash flow year-over-year and what some of the drivers are

could you break down for us the $650 million as it is broken down between COGS versus SG&A versus R&D

what kind of payer guidelines engagement are you thinking? Is it going to be a multimodal pain pathways

How are you thinking on the proportion of the risk India versus EU? It looks like we're going to have 2 different kind of tariffs for each region

surgeons have historically hesitated doing NSAIDs for bleeding reasons in surgery setting

remind us about your manufacturing network for your US business, the India facilities versus Morgantown

what's the new information you've learned perhaps on a blinded basis for the ongoing trials, which drove the decision to put in another $100 million