The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Colin Nigel Bristow - UBS Investment Bank, Research Division - Analyst
: Another follow-up on danuglipron. I just didn't have the answer in terms of when we'll hear about the once-daily formulation. And
I'd just like to understand your level of confidence here that you can make this a once-daily formulation without negatively impacting
the AE profile, presumably given an increase in Cmax.
And then more broadly, can you just talk more about how you're going to compete here, given I think it was previously referenced
you're behind the competition, the clinical differentiation, the potentially less convenient dosing and essentially a therapeutic
category in which you don't have a major presence. And then just maybe one other quick one on a pipeline item, on DMD gene
therapy. It's a late-stage asset that doesn't seem to get much airtime. Is your enthusiasm waning on this program? Or is it just that
others are sort of a bigger priority?
Question: Kerry Ann Holford - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: A couple of questions (inaudible). It's clear that demand for your COVID assets will influence whether or not you go down this rig.
But given the potential you've highlighted previously for a COVID-flu combination vaccine, I'm interested to understand whether
the upcoming Phase 3 data from your mRNA flu vaccine trial will influence your decisions on that cost saving program in any way.
And then secondly, on hemophilia, your anti-TFPI say you're filing second half of this year for noninhibitor patients. Should we
assume you would seek to launch in that patient group only next year? Or would you wait for the detail in the inhibitor patient group
before you proceed to market? And perhaps you can just discuss how big an opportunity you see in that drug.
Question: Rajesh Kumar - HSBC, Research Division - Analyst
: Just one for me. You're doing a lot of acquisitions. You've done a large one, Seagen, recently. It's not completed, but as we look
forward, how do you think the -- what are the sort of integration challenges you see both on the execution, commercial side but
also on the scientific side? What are the things that get you excited versus worried?
Question: Rajesh Kumar - HSBC, Research Division - Analyst
: But you had multiple acquisitions before that as well. So just -- you've got multi-integrations going on sort of, that's why I'm asking
the question.
Question: Michelle Rivera - InThought Research - Analyst
: What's the status of the DMD gene therapy program? Have you finalized dosing patients? I read a statement at a recent conference
that you finalized screening patients. So I was not sure whether that meant that the trial had been paused. Just some clarity around
that and when we should expect data, would be helpful.
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