Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
Please consider a small donation if you think this website provides you with relevant information
| Statement |
|---|
| And we'll bring this to market and offer what I believe will be a very compelling option for physicians and patients in this space |
| So, can you articulate where we go from here to get this very exciting product more? Anat Ashkenazi So, we're confident that we'll get the approval and be able to launch lebrikizumab before the end of the year |
| Also, that time line, we're incredibly proud of, too, of going very quickly from an idea to a potential medicine in a registrational study, hopefully |
| The efficacy of the product is so strong that there is strong demand from physicians for their patients and the patients that are using the drug and seeing the efficacy |
| We're incredibly proud of the Acuros team and the work that they did |
| I think that's a really exciting vision for the future for patients with high Lp(a) |
| One of the things that has so impressed me over Lilly for decade -- regarding Lilly for decades is its ability to kind of conceive and move towards what's next |
| So, we all see what's here now, and it's wonderful and has great opportunity |
| But we bring them on into an R&D organization that is really excellent in developing drugs in these categories and can accelerate their progression as well as bring a lot of unique insights into the clinical trial design for these assets |
| And you've seen what we've shared on the earnings call, the great progress we've had last year and that we're continuing to have robust top-line growth driven by our key growth products |
| But Lilly is well beyond tirzepatide and well beyond our endocrine portfolio, which I'm incredibly proud of |
| Obviously, a program we're incredibly proud of since we've been page from inception to the Phase III |
| And so, anything you can do to directly address weight but also all these other comorbidities, completely agree that we're extremely confident that you're going to have knock-on effects into places that potentially even us aren't thinking about right now |
| We have depth of expertise that is incredibly impressive and unique and one that we've developed over nearly decades |
| The apheresis data, while small, are also positive and lean towards being a long-term benefit to reducing Lp(a) levels |
| And we've built a really nice franchise, coupled with drug development expertise, marketing capabilities |
| Oncology, I know everyone knows Verzenio is doing very well and a standard of care for this group of patients |
| I think this is a very unique opportunity for patients |
| But I understand the doctor was very -- doctors who were very excited about lebrikizumab, feeling that in -- when it comes to market, it could give Dupixent a strong run at first-line dominance or first-choice dominance |
| But the genetics are extremely strong |
| Stephen Scala Questions from the audience? We're very confident that the obesity and diabetes markets are going to be very, very large |
| We saw the MASH or NASH data for tirzepatide, which was incredibly exciting |
| But what we've seen with tirzepatide, the demand for the product is quite robust, really in every market we launched |
| Sounds like an exciting future |
| So why should we be confident this time? And you just used the word on -- for another situation, extremely confident |
| And so, when you're able to tell people about the work that we do, taking a child in that case, who had been profoundly deaf for a decade and then restoring normal hearing, I think it demonstrates the power of what can be done in regenerative medicine with gene therapies |
| So, we're really progressing across every part of our core therapeutic areas, and Lilly is showing meaningful progress in our pipeline as well as our commercial products and global presence as well |
| So that's an exciting start to patients in the U.K |
| We see there a robust demand |
| And it shouldn't be surprising, right? It's a great opportunity, a very large medical need, literally globally, right? It's a global issue |
| Statement |
|---|
| But we also have always in our business, sometimes there are setbacks, we've announced the CYCLONE 2 for Verzenio prostate cancer did not meet the endpoint, and we terminated CYCLONE 3 as well |
| Some people are waiting nine months to 12 months to even get a first diagnosis of Alzheimer's disease, and that's too long and it's frustrating for patients |
| And -- but there are -- you're right, there are pressures and there are going to continue to be pressures |
| The problem with lebrikizumab, of course, is that it's not approved yet |
| In '25, you're leaving a little bit uncertain whether you meet it or not |
| So, when Novo bought Catalent, it gave us something to worry about |
| I think -- and recognizing the points of frustration for patients with Alzheimer's disease here in the U.S |
| Stephen Scala Questions from the audience? So Anat, you said -- so you're not going to meet demand this year, clear |
| So, pressure from payers, absolutely |
| There's a lot of interesting things happening in Phase II that we hope could sort of disrupt the current unsatisfactory care landscape for patients with pain |
| You have a challenging landscape with massive unmet medical need, and you have science that's breaking, but it's breaking in sometimes challenging regulatory and environmental landscapes |
| It's really tough even today to see a neurologist once you decide experiencing the symptoms of cognitive impairment |
| We're not seeing that |
| So, people like Mike and I, we worry for a living |
| And maybe it's unrelenting pressure from payers, maybe it's the fact that patients actually have to diet and exercise, and they don't want to do that |
| That wasn't the most reassuring response |
| That's another thing I really love about Lilly is that when other people are moving away because it gets difficult, if we have conviction about an idea in a space, we sort of double down |
| But even with that, as I said on the call, I don't expect that our production will meet demand this year |
| So, the question is, what do you think is the probability or possibility that we're sitting here together in three years and we look back on the obesity dialogue among investors, and it really just never kind of met the expectations that people thought |
| But I'd be surprised if we're sitting here in three years, and that's the outcome |
Please consider a small donation if you think this website provides you with relevant information