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{"timestamp": "2025-07-18 12:08:13.129", "mode": "azero-full", "language": "en", "target": "en", "text": "Turning to our financial outlook. We are raising our full year adjusted earnings per share guidance", "text_tts": "djusted earnings per share guidance", "translate": "Turning to our financial outlook. We are raisin... |
{"timestamp": "2025-07-18 12:08:15.849", "mode": "azero-full", "language": "en", "target": "en", "text": "to between twelve dollars and nine cents.", "text_tts": "elve dollars and nine cents", "translate": "to between twelve dollars and nine cents.", "translate_tts": "to between twelve dollars and nine cents", "is_fina... |
{"timestamp": "2025-07-18 12:08:17.163", "mode": "azero-full", "language": "en", "target": "en", "text": "and", "text_tts": "and", "translate": "and", "translate_tts": "and", "is_final": false, "emotion": "", "events": "🏠🔊📞🌠", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3bd6c7e1c", "embedding": [0.0, 0.0],... |
{"timestamp": "2025-07-18 12:08:19.584", "mode": "azero-full", "language": "en", "target": "en", "text": "twelve dollars and twenty nine cents.", "text_tts": "llars and twenty nine cents", "translate": "twelve dollars and twenty nine cents.", "translate_tts": "twelve dollars and twenty nine cents", "is_final": false, "... |
{"timestamp": "2025-07-18 12:08:24.511", "mode": "azero-full", "language": "en", "target": "en", "text": "Please note that this guidance does not include an estimate for acquired IPR and D expense", "text_tts": "r acquired IPR and D expense", "translate": "Please note that this guidance does not include an estimate for... |
{"timestamp": "2025-07-18 12:08:27.074", "mode": "azero-full", "language": "en", "target": "en", "text": "that may be incurred beyond the first quarter.", "text_tts": "beyond the first quarter", "translate": "that may be incurred beyond the first quarter.", "translate_tts": "that may be incurred beyond the first quarte... |
{"timestamp": "2025-07-18 12:08:29.320", "mode": "azero-full", "language": "en", "target": "en", "text": "we now expect", "text_tts": "we now expect", "translate": "we now expect", "translate_tts": "we now expect", "is_final": false, "emotion": "", "events": "📞👂🏠🔊", "think": "", "wav_name": "b5a761d0-948a-426e-8830... |
{"timestamp": "2025-07-18 12:08:34.076", "mode": "azero-full", "language": "en", "target": "en", "text": "total net revenues of approximately fifty nine point seven billion dollars.", "text_tts": "of approximately fifty nine point seven billion dollars", "translate": "total net revenues of approximately fifty nine poin... |
{"timestamp": "2025-07-18 12:08:36.903", "mode": "azero-full", "language": "en", "target": "en", "text": "an increase of seven hundred million dollars.", "text_tts": "of seven hundred million dollars", "translate": "an increase of seven hundred million dollars.", "translate_tts": "an increase of seven hundred million d... |
{"timestamp": "2025-07-18 12:08:42.378", "mode": "azero-full", "language": "en", "target": "en", "text": "This reflects an estimated zero point six percent unfavorable impact", "text_tts": "estimated zero point six percent unfavorable impact", "translate": "This reflects an estimated zero point six percent unfavorable ... |
{"timestamp": "2025-07-18 12:08:45.488", "mode": "azero-full", "language": "en", "target": "en", "text": "from foreign exchange on full year sales growth.", "text_tts": "on full year sales growth", "translate": "from foreign exchange on full year sales growth.", "translate_tts": "from foreign exchange on full year sale... |
{"timestamp": "2025-07-18 12:08:53.204", "mode": "azero-full", "language": "en", "target": "en", "text": "This updated revenue forecast includes the following approximate assumptions for several of our key products.", "text_tts": "assumptions for several of our key products", "translate": "This updated revenue forecast... |
{"timestamp": "2025-07-18 12:08:55.255", "mode": "azero-full", "language": "en", "target": "en", "text": "we now expect", "text_tts": "we now expect", "translate": "we now expect", "translate_tts": "we now expect", "is_final": false, "emotion": "", "events": "📞🌠👨📯", "think": "", "wav_name": "b5a761d0-948a-426e-8830... |
{"timestamp": "2025-07-18 12:08:59.998", "mode": "azero-full", "language": "en", "target": "en", "text": "SkyRizi global revenues of sixteen point five billion.", "text_tts": "global revenues of sixteen point five billion", "translate": "SkyRizi global revenues of sixteen point five billion.", "translate_tts": "SkyRizi... |
{"timestamp": "2025-07-18 12:09:05.664", "mode": "azero-full", "language": "en", "target": "en", "text": "an increase of six hundred million, reflecting share gains in psoriasis and IBD.", "text_tts": "in psoriasis and IBD", "translate": "an increase of six hundred million, reflecting share gains in psoriasis and IBD."... |
{"timestamp": "2025-07-18 12:09:11.747", "mode": "azero-full", "language": "en", "target": "en", "text": "Renvo global sales of eight point two billion and increase of three hundred million,", "text_tts": "o billion and increase of three hundred million", "translate": "Renvo global sales of eight point two billion and ... |
{"timestamp": "2025-07-18 12:09:15.191", "mode": "azero-full", "language": "en", "target": "en", "text": "reflecting momentum across all approved indications.", "text_tts": "ross all approved indications", "translate": "reflecting momentum across all approved indications.", "translate_tts": "reflecting momentum across ... |
{"timestamp": "2025-07-18 12:09:19.450", "mode": "azero-full", "language": "en", "target": "en", "text": "US HUMIRA revenues of three point five billion.", "text_tts": "A revenues of three point five billion", "translate": "US HUMIRA revenues of three point five billion.", "translate_tts": "US HUMIRA revenues of three ... |
{"timestamp": "2025-07-18 12:09:28.048", "mode": "azero-full", "language": "en", "target": "en", "text": "a decrease of five hundred million, reflecting higher erosion from biosimilar competition as well as further molecule compression.", "text_tts": "ell as further molecule compression", "translate": "a decrease of fi... |
{"timestamp": "2025-07-18 12:09:33.026", "mode": "azero-full", "language": "en", "target": "en", "text": "BOTOX therapeutic global sales of three point six billion.", "text_tts": "global sales of three point six billion", "translate": "BOTOX therapeutic global sales of three point six billion.", "translate_tts": "BOTOX... |
{"timestamp": "2025-07-18 12:09:35.113", "mode": "azero-full", "language": "en", "target": "en", "text": "an increase of one hundred million,", "text_tts": "one hundred million", "translate": "an increase of one hundred million,", "translate_tts": "an increase of one hundred million", "is_final": false, "emotion": "", ... |
{"timestamp": "2025-07-18 12:09:38.821", "mode": "azero-full", "language": "en", "target": "en", "text": "reflecting growth in chronic migraine and other indications.", "text_tts": "", "translate": "reflecting growth in chronic migraine and other indications.", "translate_tts": "reflecting growth in chronic migraine an... |
{"timestamp": "2025-07-18 12:09:43.746", "mode": "azero-full", "language": "en", "target": "en", "text": "total oral CGRP revenues of two point two billion,", "text_tts": "CGRP revenues of two point two billion", "translate": "total oral CGRP revenues of two point two billion,", "translate_tts": "total oral CGRP revenu... |
{"timestamp": "2025-07-18 12:09:48.577", "mode": "azero-full", "language": "en", "target": "en", "text": "an increase of one hundred million, reflecting strong prescription demand.", "text_tts": "one hundred million reflecting strong prescription demand", "translate": "an increase of one hundred million, reflecting str... |
{"timestamp": "2025-07-18 12:09:56.457", "mode": "azero-full", "language": "en", "target": "en", "text": "IMRUVICA global revenues of two point eight billion and increase of one hundred million, reflecting lower erosion.", "text_tts": "nd increase of one hundred million reflecting lower erosion", "translate": "IMRUVICA... |
{"timestamp": "2025-07-18 12:10:00.425", "mode": "azero-full", "language": "en", "target": "en", "text": "been collected global sales of two point seven billion,", "text_tts": "of two point seven billion", "translate": "been collected global sales of two point seven billion,", "translate_tts": "been collected global sa... |
{"timestamp": "2025-07-18 12:10:02.924", "mode": "azero-full", "language": "en", "target": "en", "text": "an increase of one hundred million.", "text_tts": "one hundred million", "translate": "an increase of one hundred million.", "translate_tts": "an increase of one hundred million", "is_final": false, "emotion": "", ... |
{"timestamp": "2025-07-18 12:10:05.601", "mode": "azero-full", "language": "en", "target": "en", "text": "reflecting continued uptake in both CLL,", "text_tts": "in both CLL", "translate": "reflecting continued uptake in both CLL,", "translate_tts": "reflecting continued uptake in both CLL", "is_final": false, "emotion... |
{"timestamp": "2025-07-18 12:10:08.953", "mode": "azero-full", "language": "en", "target": "en", "text": "and AML across our key countries.", "text_tts": "across our key countries", "translate": "and AML across our key countries.", "translate_tts": "and AML across our key countries", "is_final": false, "emotion": "", "... |
{"timestamp": "2025-07-18 12:10:14.357", "mode": "azero-full", "language": "en", "target": "en", "text": "And for aesthetics, we now expect global sales of five point one billion", "text_tts": "of five point one billion", "translate": "And for aesthetics, we now expect global sales of five point one billion", "translat... |
{"timestamp": "2025-07-18 12:10:17.649", "mode": "azero-full", "language": "en", "target": "en", "text": "as we are moderating our assumptions for market growth globally.", "text_tts": "rating our assumptions for market growth globally", "translate": "as we are moderating our assumptions for market growth globally.", "... |
{"timestamp": "2025-07-18 12:10:26.126", "mode": "azero-full", "language": "en", "target": "en", "text": "As a result, total sales guidance for Botox and Juvederm will each be lower by roughly one hundred million dollars.", "text_tts": "roughly one hundred million dollars", "translate": "As a result, total sales guidan... |
{"timestamp": "2025-07-18 12:10:30.072", "mode": "azero-full", "language": "en", "target": "en", "text": "Moving to the P and L for twenty twenty five.", "text_tts": "L for twenty twenty five", "translate": "Moving to the P and L for twenty twenty five.", "translate_tts": "Moving to the P and L for twenty twenty five",... |
{"timestamp": "2025-07-18 12:10:41.395", "mode": "azero-full", "language": "en", "target": "en", "text": "we continue to forecast full year adjusted gross margin of approximately eighty four percent of sales and adjusted SGNA expense of approximately thirteen point two billion dollars.", "text_tts": "proximately thirte... |
{"timestamp": "2025-07-18 12:10:52.770", "mode": "azero-full", "language": "en", "target": "en", "text": "we now expect adjusted R and D expense of approximately eight point nine billion dollars, reflecting additional investment in our robust pipeline for long term growth.", "text_tts": "onal investment in our robust p... |
{"timestamp": "2025-07-18 12:11:00.861", "mode": "azero-full", "language": "en", "target": "en", "text": "We also now anticipate an adjusted operating margin ratio of roughly forty six point five percent of sales.", "text_tts": "of roughly forty six point five percent of sales", "translate": "We also now anticipate an ... |
{"timestamp": "2025-07-18 12:11:11.113", "mode": "azero-full", "language": "en", "target": "en", "text": "in line with our previous expectations after including the zero point four percent unfavorable impact of acquired IPR and D expense incurred through the first quarter.", "text_tts": "mpact of acquired IPR and D exp... |
{"timestamp": "2025-07-18 12:11:14.293", "mode": "azero-full", "language": "en", "target": "en", "text": "Turning to the second quarter.", "text_tts": "Turning to the second quarter", "translate": "Turning to the second quarter.", "translate_tts": "Turning to the second quarter", "is_final": false, "emotion": "", "even... |
{"timestamp": "2025-07-18 12:11:19.255", "mode": "azero-full", "language": "en", "target": "en", "text": "we anticipate net revenues of approximately fifteen billion dollars.", "text_tts": "llion dollars", "translate": "we anticipate net revenues of approximately fifteen billion dollars.", "translate_tts": "we anticipa... |
{"timestamp": "2025-07-18 12:11:27.488", "mode": "azero-full", "language": "en", "target": "en", "text": "This reflects an estimated zero point three percent unfavorable impact from foreign exchange on full year sales growth.", "text_tts": "act from foreign exchange on full year sales growth", "translate": "This reflec... |
{"timestamp": "2025-07-18 12:11:34.055", "mode": "azero-full", "language": "en", "target": "en", "text": "we are forecasting an adjusted operating margin ratio of roughly forty nine point five percent,", "text_tts": "forty nine point five percent", "translate": "we are forecasting an adjusted operating margin ratio of ... |
{"timestamp": "2025-07-18 12:11:39.951", "mode": "azero-full", "language": "en", "target": "en", "text": "we expect adjusted earnings per share between three dollars twenty six cents", "text_tts": "earnings per share between three dollars twenty six cents", "translate": "we expect adjusted earnings per share between th... |
{"timestamp": "2025-07-18 12:11:41.547", "mode": "azero-full", "language": "en", "target": "en", "text": "and three dollars and thirty cents.", "text_tts": "three dollars and thirty cents", "translate": "and three dollars and thirty cents.", "translate_tts": "and three dollars and thirty cents", "is_final": false, "emo... |
{"timestamp": "2025-07-18 12:11:46.913", "mode": "azero-full", "language": "en", "target": "en", "text": "This guidance does not include acquired IPR and D expense that may be incurred in the quarter.", "text_tts": "that may be incurred in the quarter", "translate": "This guidance does not include acquired IPR and D ex... |
{"timestamp": "2025-07-18 12:11:56.682", "mode": "azero-full", "language": "en", "target": "en", "text": "Our guidance is based on current trade rules and does not reflect the impact of any additional trade policy shifts.", "text_tts": "additional trade policy shifts", "translate": "Our guidance is based on current tra... |
{"timestamp": "2025-07-18 12:11:59.967", "mode": "azero-full", "language": "en", "target": "en", "text": "including pharmaceutical sector tariffs.", "text_tts": "sector tariffs", "translate": "including pharmaceutical sector tariffs.", "translate_tts": "including pharmaceutical sector tariffs", "is_final": false, "emot... |
{"timestamp": "2025-07-18 12:12:05.701", "mode": "azero-full", "language": "en", "target": "en", "text": "While it's difficult to quantify in the absence of actual policy details, it's worth noting", "text_tts": "policy details its worth noting", "translate": "While it's difficult to quantify in the absence of actual p... |
{"timestamp": "2025-07-18 12:12:13.297", "mode": "azero-full", "language": "en", "target": "en", "text": "Any related unfavorability in twenty twenty five would reflect a partial year given the time line for a two hundred and thirty two investigation.", "text_tts": "me line for a two hundred and thirty two investigatio... |
{"timestamp": "2025-07-18 12:12:23.363", "mode": "azero-full", "language": "en", "target": "en", "text": "We are actively preparing for a number of potential scenarios and would expect to put into place mitigation strategies as we have more information.", "text_tts": "have more information", "translate": "We are active... |
{"timestamp": "2025-07-18 12:12:30.599", "mode": "azero-full", "language": "en", "target": "en", "text": "Relevant to these dynamics, I would also highlight that Avvie has a significant US manufacturing presence.", "text_tts": "presence", "translate": "Relevant to these dynamics, I would also highlight that Avvie has a... |
{"timestamp": "2025-07-18 12:12:36.587", "mode": "azero-full", "language": "en", "target": "en", "text": "that spans eleven sites with plans to add four new manufacturing plants to our network.", "text_tts": "add four new manufacturing plants to our network", "translate": "that spans eleven sites with plans to add four... |
{"timestamp": "2025-07-18 12:12:39.594", "mode": "azero-full", "language": "en", "target": "en", "text": "expanding our production for API,", "text_tts": "tion for API", "translate": "expanding our production for API,", "translate_tts": "expanding our production for API", "is_final": false, "emotion": "", "events": "📞... |
{"timestamp": "2025-07-18 12:12:43.760", "mode": "azero-full", "language": "en", "target": "en", "text": "drug product, peptides and devices in the United States.", "text_tts": "peptides and devices in the United States", "translate": "drug product, peptides and devices in the United States.", "translate_tts": "drug pr... |
{"timestamp": "2025-07-18 12:12:49.046", "mode": "azero-full", "language": "en", "target": "en", "text": "As we continue to invest and grow our US operational footprint,", "text_tts": "S operational footprint", "translate": "As we continue to invest and grow our US operational footprint,", "translate_tts": "As we conti... |
{"timestamp": "2025-07-18 12:13:01.322", "mode": "azero-full", "language": "en", "target": "en", "text": "We believe a more competitive tax policy, building on what was accomplished through twenty seventeen tax reform, will encourage a sustainable shift towards US manufacturing over the long term.", "text_tts": "le shi... |
{"timestamp": "2025-07-18 12:13:06.097", "mode": "azero-full", "language": "en", "target": "en", "text": "In closing, I'm very pleased with the excellent start to the year.", "text_tts": "start to the year", "translate": "In closing, I'm very pleased with the excellent start to the year.", "translate_tts": "In closing ... |
{"timestamp": "2025-07-18 12:13:14.917", "mode": "azero-full", "language": "en", "target": "en", "text": "We are demonstrating strong momentum across the portfolio and continue to be well positioned to deliver robust growth in twenty twenty five and beyond.", "text_tts": "robust growth in twenty twenty five and beyond"... |
{"timestamp": "2025-07-18 12:13:17.687", "mode": "azero-full", "language": "en", "target": "en", "text": "With that, I'll turn the call back over to Liz.", "text_tts": "call back over to Liz", "translate": "With that, I'll turn the call back over to Liz.", "translate_tts": "With that Ill turn the call back over to Liz"... |
{"timestamp": "2025-07-18 12:13:18.466", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks Scott.", "text_tts": "Thanks Scott", "translate": "Thanks Scott.", "translate_tts": "Thanks Scott", "is_final": false, "emotion": "😊", "events": "📞🌠👩📯🏠🔊💬👂", "think": "", "wav_name": "b5a761d0-948a-4... |
{"timestamp": "2025-07-18 12:13:28.736", "mode": "azero-full", "language": "en", "target": "en", "text": "We will now open the call for questions. In the interest of hearing from as many analysts as possible over the remainder of the call, we ask that you please limit your questions to one or two.", "text_tts": "you pl... |
{"timestamp": "2025-07-18 12:13:30.186", "mode": "azero-full", "language": "en", "target": "en", "text": "Operator? First question, please.", "text_tts": "question please", "translate": "Operator? First question, please.", "translate_tts": "Operator First question please", "is_final": false, "emotion": "", "events": "�... |
{"timestamp": "2025-07-18 12:13:35.139", "mode": "azero-full", "language": "en", "target": "en", "text": "For our first question, we'll go to the line of Chris Shott from JP Morgan. Please go ahead.", "text_tts": "ris Shott from JP Morgan Please go ahead", "translate": "For our first question, we'll go to the line of C... |
{"timestamp": "2025-07-18 12:13:50.802", "mode": "azero-full", "language": "en", "target": "en", "text": "Great. Thanks for the question and congrats on the results. Just two for me. Maybe first on Skyrizi and Rinvoke. Obviously, some big step up in the guidance here. Can you just elaborate a little bit more on which o... |
{"timestamp": "2025-07-18 12:14:12.718", "mode": "azero-full", "language": "en", "target": "en", "text": "the upside we're seeing right now? And maybe just talk a little bit about the competitive landscape, maybe particularly Trimphia more broadly launching an IBD and how you're thinking about that dynamic? And then ju... |
{"timestamp": "2025-07-18 12:14:23.905", "mode": "azero-full", "language": "en", "target": "en", "text": "Chris, this is Scott. I'll start with kind of where we saw the increase attribute to for the various indications, then I'll turn to Jeff for your other questions.", "text_tts": "our other questions", "translate": "... |
{"timestamp": "2025-07-18 12:14:31.210", "mode": "azero-full", "language": "en", "target": "en", "text": "So we raised SkyRizzi by six hundred million dollars to sixteen point five billion. And that's split between two hundred million in psoriatic", "text_tts": "ve billion And thats split between two hundred million in... |
{"timestamp": "2025-07-18 12:14:33.935", "mode": "azero-full", "language": "en", "target": "en", "text": "and four hundred million in IBD indications.", "text_tts": "r hundred million in IBD indications", "translate": "and four hundred million in IBD indications.", "translate_tts": "and four hundred million in IBD indi... |
{"timestamp": "2025-07-18 12:14:44.728", "mode": "azero-full", "language": "en", "target": "en", "text": "And then with respect to RINVOK, we raised that three hundred million dollars, and that's across all of the approved indications. So you can attribute that to one hundred for rheumatology,", "text_tts": "attribute ... |
{"timestamp": "2025-07-18 12:14:47.768", "mode": "azero-full", "language": "en", "target": "en", "text": "one hundred for Derm and the remaining one hundred for IBD.", "text_tts": "Derm and the remaining one hundred for IBD", "translate": "one hundred for Derm and the remaining one hundred for IBD.", "translate_tts": "... |
{"timestamp": "2025-07-18 12:15:00.135", "mode": "azero-full", "language": "en", "target": "en", "text": "Yes. Thanks, Chris, it's Jeff. And maybe I'll give some sense. We're obviously very, very pleased with the performance of SKYRIZI and RINVOC in immunology as you've seen from their report.", "text_tts": "ir report"... |
{"timestamp": "2025-07-18 12:15:14.213", "mode": "azero-full", "language": "en", "target": "en", "text": "Maybe to give some perspective, it's not uncommon to start to see in class competition. We've seen that in psoriasis. We've seen that across the board. And maybe I'll just give a little bit of a perspective over so... |
{"timestamp": "2025-07-18 12:15:17.449", "mode": "azero-full", "language": "en", "target": "en", "text": "that we've seen with the IL twenty three category.", "text_tts": "the IL twenty three category", "translate": "that we've seen with the IL twenty three category.", "translate_tts": "that weve seen with the IL twent... |
{"timestamp": "2025-07-18 12:15:31.661", "mode": "azero-full", "language": "en", "target": "en", "text": "So for example, if you go back to like twenty eighteen, twenty nineteen when the IL twenty three S were starting to come in psoriasis, the total patient share at that time in the early days was about seven percent ... |
{"timestamp": "2025-07-18 12:15:41.092", "mode": "azero-full", "language": "en", "target": "en", "text": "And if we look at where IBD is, obviously, we launched first with Skyrizi and Crohn's and everything's recently launching here at UC.", "text_tts": "g here at UC", "translate": "And if we look at where IBD is, obvi... |
{"timestamp": "2025-07-18 12:15:54.844", "mode": "azero-full", "language": "en", "target": "en", "text": "it's about seven percent of the total patient share in IBD. So you can imagine as we start to watch what this category is going to mean to transform IBD, we remain very confident. It's not a zero sum game.", "text_... |
{"timestamp": "2025-07-18 12:16:12.483", "mode": "azero-full", "language": "en", "target": "en", "text": "We feel very confident in our profile and what we're able to deliver if we look across UC, if we look across our head to head data versus sequence versus the other trials. And so net net, we see very, very strong m... |
{"timestamp": "2025-07-18 12:16:18.010", "mode": "azero-full", "language": "en", "target": "en", "text": "And then my thoughts on the HUMIRA tail. Again, as I highlighted and Scott highlighted in his remarks,", "text_tts": "highlighted and Scott highlighted in his remarks", "translate": "And then my thoughts on the HUM... |
{"timestamp": "2025-07-18 12:16:31.940", "mode": "azero-full", "language": "en", "target": "en", "text": "we are seeing a bit of faster erosions as the biosimilar start to play out. And this is, of course, the third year of the biosimilar event, so it's really not too surprising. We also do continue to see the molecule... |
{"timestamp": "2025-07-18 12:16:47.021", "mode": "azero-full", "language": "en", "target": "en", "text": "So as we look and we don't have full visibility and we'll be monitoring the twenty six access as we go throughout the year, we do expect it to step down again, just makes sense. That will be the fourth full year. S... |
{"timestamp": "2025-07-18 12:17:01.485", "mode": "azero-full", "language": "en", "target": "en", "text": "deeper visibility of that tail sometime over the course of the year. But as we said before, the real impact of the tail is when HUMIRA does not have a meaningful headwind to our overall growth as a corporation. So ... |
{"timestamp": "2025-07-18 12:17:04.626", "mode": "azero-full", "language": "en", "target": "en", "text": "Start to develop over that twenty six time period.", "text_tts": "over that twenty six time period", "translate": "Start to develop over that twenty six time period.", "translate_tts": "Start to develop over that t... |
{"timestamp": "2025-07-18 12:17:11.230", "mode": "azero-full", "language": "en", "target": "en", "text": "Okay? Thank you, Scott. Operator thank you, Chris. Operator, next question, please.", "text_tts": "r next question please", "translate": "Okay? Thank you, Scott. Operator thank you, Chris. Operator, next question, ... |
{"timestamp": "2025-07-18 12:17:14.906", "mode": "azero-full", "language": "en", "target": "en", "text": "Next, we'll go to the line of Terence Flynn from Morgan Stanley. Please go ahead.", "text_tts": "n Stanley Please go ahead", "translate": "Next, we'll go to the line of Terence Flynn from Morgan Stanley. Please go ... |
{"timestamp": "2025-07-18 12:17:29.856", "mode": "azero-full", "language": "en", "target": "en", "text": "Great. Thanks so much. Congrats on the quarter. And maybe two questions for me as well. You alluded to some of the mitigation strategies you're taking with respect to tariffs potentially. Could you just elaborate a... |
{"timestamp": "2025-07-18 12:17:57.215", "mode": "azero-full", "language": "en", "target": "en", "text": "for maybe inventory and then any contemplation on any changes to IP domiciling? And the second question I had is on your AMILIN program there. I know you talked a little bit about next steps, but was just wondering... |
{"timestamp": "2025-07-18 12:18:12.846", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, Terence. This is Rob. So Scott and I will handle your first question and RuPa will handle your second question. So just to, I think, back up and maybe talk about AbbVie's manufacturing network and then I ca... |
{"timestamp": "2025-07-18 12:18:30.687", "mode": "azero-full", "language": "en", "target": "en", "text": "important to know that we have a broad footprint that allows us to assure supply for our patients around the world. And that's really why you've been able to see us avoid supply disruptions during events like the C... |
{"timestamp": "2025-07-18 12:18:44.751", "mode": "azero-full", "language": "en", "target": "en", "text": "As I mentioned in my remarks, that includes manufacturing of API, biologics, toxins and small molecules. For example, our largest product, SKYRIZZI, is made in the US for the domestic market. And given our expected... |
{"timestamp": "2025-07-18 12:18:59.351", "mode": "azero-full", "language": "en", "target": "en", "text": "as I mentioned, we'll continue increasing our US footprint with over ten billion in planned capital investment during the next decade. In terms of potential mitigation, in the near term, we could take inventory man... |
{"timestamp": "2025-07-18 12:19:28.961", "mode": "azero-full", "language": "en", "target": "en", "text": "look at cost efficiencies and productivity initiatives as a source of mitigation, which we always do. I think what's more challenging is trying to pass the tariff impacts to our customers, especially with penalties... |
{"timestamp": "2025-07-18 12:19:29.526", "mode": "azero-full", "language": "en", "target": "en", "text": "and actions.", "text_tts": "and actions", "translate": "and actions.", "translate_tts": "and actions", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3b... |
{"timestamp": "2025-07-18 12:19:40.679", "mode": "azero-full", "language": "en", "target": "en", "text": "cost efficiencies and any additional overperformance from our growth platform. But in the meantime, we have enough confidence in the momentum of our business to raise our guidance this year, which should be viewed ... |
{"timestamp": "2025-07-18 12:19:56.798", "mode": "azero-full", "language": "en", "target": "en", "text": "Then David, with respect to IP, IP has been looked at, I think, when people try to assess the impact of potential tariffs on our sector, IP has been looked at as kind of a proxy as to what that impact might be. And... |
{"timestamp": "2025-07-18 12:20:21.594", "mode": "azero-full", "language": "en", "target": "en", "text": "that is something that would be somewhat telling. That said, when we look at our profile overall, Rob mentioned the strong US presence that we have, but we don't see our profile suggesting any sort of outsize impac... |
{"timestamp": "2025-07-18 12:20:35.581", "mode": "azero-full", "language": "en", "target": "en", "text": "or income earned in the US, that really kind of aligns with where that IP is structured. And that blending of your incomes kind of produces generally directionally your tax rate, you see us being relatively in line... |
{"timestamp": "2025-07-18 12:21:29.194", "mode": "azero-full", "language": "en", "target": "en", "text": "similar IP profile from an overall perspective. I'd also just quickly point out that sometimes with Allergan, as that was a company that we redomiciled back to the US, it was a foreign headquarter company. Recall t... |
{"timestamp": "2025-07-18 12:21:32.518", "mode": "azero-full", "language": "en", "target": "en", "text": "sustainable investment. So I see a tax reform", "text_tts": "So I see a tax reform", "translate": "sustainable investment. So I see a tax reform", "translate_tts": "sustainable investment So I see a tax reform", "i... |
{"timestamp": "2025-07-18 12:21:43.056", "mode": "azero-full", "language": "en", "target": "en", "text": "initiative building on twenty seventeen, coupled with tariffs as something that will encourage US manufacturing over the long term, and we feel very good about our profile right now.", "text_tts": "profile right no... |
{"timestamp": "2025-07-18 12:21:57.985", "mode": "azero-full", "language": "en", "target": "en", "text": "Hi, it's RuPaul, and I'll answer the two hundred and ninety five question regarding the multiple ascending dose study. Currently, with the data you've seen, we're at one and two milligrams, and we have the opportun... |
{"timestamp": "2025-07-18 12:21:59.886", "mode": "azero-full", "language": "en", "target": "en", "text": "than the two milligrams.", "text_tts": "igrams", "translate": "than the two milligrams.", "translate_tts": "than the two milligrams", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": "", "wav_name":... |
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