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{"timestamp": "2025-07-18 12:38:24.350", "mode": "azero-full", "language": "en", "target": "en", "text": "and also the Trump administration's agenda to take prices down more than the Biden administration took down drug prices. So considering what appears to be a lack of appreciation in Washington of the benefits that t... |
{"timestamp": "2025-07-18 12:38:26.856", "mode": "azero-full", "language": "en", "target": "en", "text": "pharmaceutical industry brings to Americans.", "text_tts": "o Americans", "translate": "pharmaceutical industry brings to Americans.", "translate_tts": "pharmaceutical industry brings to Americans", "is_final": fal... |
{"timestamp": "2025-07-18 12:38:38.374", "mode": "azero-full", "language": "en", "target": "en", "text": "Can you please comment on how your executive team and board are engaging differently today with Washington leadership to change the political agenda for the better?", "text_tts": "agenda for the better", "translate... |
{"timestamp": "2025-07-18 12:38:48.043", "mode": "azero-full", "language": "en", "target": "en", "text": "And then second, the press release mentions that guidance doesn't reflect any trade policy shifts, including pharmaceutical sector tariffs.", "text_tts": "s including pharmaceutical sector tariffs", "translate": "A... |
{"timestamp": "2025-07-18 12:38:57.261", "mode": "azero-full", "language": "en", "target": "en", "text": "Can you describe the potential trade policy shifts that you're considering or thinking of beyond tariffs?", "text_tts": "beyond tariffs", "translate": "Can you describe the potential trade policy shifts that you're... |
{"timestamp": "2025-07-18 12:38:57.532", "mode": "azero-full", "language": "en", "target": "en", "text": "Thank you.", "text_tts": "Thank you", "translate": "Thank you.", "translate_tts": "Thank you", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3bd6c7e1c"... |
{"timestamp": "2025-07-18 12:39:15.322", "mode": "azero-full", "language": "en", "target": "en", "text": "So David, I'll take the first question. Rupel, you can certainly add on as it relates to FDA. And then Scott, you can take that last question. So we're obviously not a member of Pharma today at AbbVie, but we do co... |
{"timestamp": "2025-07-18 12:39:30.979", "mode": "azero-full", "language": "en", "target": "en", "text": "on the most critical issues for the industry. Now AbbVie has a large government affairs organization that engages with lawmakers and the administration on our top policy priorities, and that includes tax reform. We... |
{"timestamp": "2025-07-18 12:39:38.522", "mode": "azero-full", "language": "en", "target": "en", "text": "three hundred forty B and patient affordability in Medicare. And we have actually seen some positive results from that engagement. I mean, just this week,", "text_tts": "results from that engagement I mean just thi... |
{"timestamp": "2025-07-18 12:39:52.791", "mode": "azero-full", "language": "en", "target": "en", "text": "Congress released a report on three hundred forty B, which included a recommendation that changed the law to more clearly define a patient, which should help address the abuse that is occurring with this program. I... |
{"timestamp": "2025-07-18 12:40:08.953", "mode": "azero-full", "language": "en", "target": "en", "text": "I also previously mentioned that seeking to eliminate the pill penalty is a positive for innovation. So we will continue to work with lawmakers, as we always have, on policies that support a healthy US", "text_tts"... |
{"timestamp": "2025-07-18 12:40:09.935", "mode": "azero-full", "language": "en", "target": "en", "text": "pharma industry.", "text_tts": "pharma industry", "translate": "pharma industry.", "translate_tts": "pharma industry", "is_final": false, "emotion": "", "events": "👃👂🏠🔊", "think": "", "wav_name": "b5a761d0-948a... |
{"timestamp": "2025-07-18 12:40:12.452", "mode": "azero-full", "language": "en", "target": "en", "text": "continued innovation and patient affordability.", "text_tts": "patient affordability", "translate": "continued innovation and patient affordability.", "translate_tts": "continued innovation and patient affordabilit... |
{"timestamp": "2025-07-18 12:40:28.415", "mode": "azero-full", "language": "en", "target": "en", "text": "Hi, it's Rupal regarding FDA interactions. I would say our teams have been in active discussions with the FDA on multiple programs across therapeutic areas, sometimes daily interactions. And", "text_tts": "oss ther... |
{"timestamp": "2025-07-18 12:40:33.657", "mode": "azero-full", "language": "en", "target": "en", "text": "no signals of a slowdown. We are monitoring the situation closely.", "text_tts": "e situation closely", "translate": "no signals of a slowdown. We are monitoring the situation closely.", "translate_tts": "no signal... |
{"timestamp": "2025-07-18 12:40:38.538", "mode": "azero-full", "language": "en", "target": "en", "text": "However, thus far, we haven't experienced any delays to our time lines.", "text_tts": "our time lines", "translate": "However, thus far, we haven't experienced any delays to our time lines.", "translate_tts": "Howe... |
{"timestamp": "2025-07-18 12:40:45.320", "mode": "azero-full", "language": "en", "target": "en", "text": "And it's Scott, just with respect to your question on my initial comments. It's just the", "text_tts": "y initial comments Its just the", "translate": "And it's Scott, just with respect to your question on my initi... |
{"timestamp": "2025-07-18 12:41:01.621", "mode": "azero-full", "language": "en", "target": "en", "text": "trade policy shift we're talking about here is the pharmaceutical sector tariff or the potential pharmaceutical sector tariffs. It's not any additional things that we were contemplating. Certainly, the environment ... |
{"timestamp": "2025-07-18 12:41:03.474", "mode": "azero-full", "language": "en", "target": "en", "text": "Speaking of the pharmaceutical sector tariffs.", "text_tts": "ector tariffs", "translate": "Speaking of the pharmaceutical sector tariffs.", "translate_tts": "Speaking of the pharmaceutical sector tariffs", "is_fin... |
{"timestamp": "2025-07-18 12:41:05.917", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, David. Operator, next question, please.", "text_tts": "Operator next question please", "translate": "Thanks, David. Operator, next question, please.", "translate_tts": "Thanks David Operator next question p... |
{"timestamp": "2025-07-18 12:41:08.443", "mode": "azero-full", "language": "en", "target": "en", "text": "Next we'll go to the line of a mill.", "text_tts": "the line of a mill", "translate": "Next we'll go to the line of a mill.", "translate_tts": "Next well go to the line of a mill", "is_final": false, "emotion": "",... |
{"timestamp": "2025-07-18 12:41:10.953", "mode": "azero-full", "language": "en", "target": "en", "text": "Devon from Guggenheim Securities, please go ahead.", "text_tts": "uggenheim Securities please go ahead", "translate": "Devon from Guggenheim Securities, please go ahead.", "translate_tts": "Devon from Guggenheim Se... |
{"timestamp": "2025-07-18 12:41:14.589", "mode": "azero-full", "language": "en", "target": "en", "text": "Great. Thanks for taking my questions. Congrats on the quarter. And", "text_tts": "", "translate": "Great. Thanks for taking my questions. Congrats on the quarter. And", "translate_tts": "Great Thanks for taking my... |
{"timestamp": "2025-07-18 12:41:19.733", "mode": "azero-full", "language": "en", "target": "en", "text": "I just I don't think you've addressed David. Sorry if I missed some of this. But what are the tariffs", "text_tts": "of this But what are the tariffs", "translate": "I just I don't think you've addressed David. Sor... |
{"timestamp": "2025-07-18 12:41:22.501", "mode": "azero-full", "language": "en", "target": "en", "text": "discussion. I was curious about the aesthetic side of the", "text_tts": "de of the", "translate": "discussion. I was curious about the aesthetic side of the", "translate_tts": "discussion I was curious about the ae... |
{"timestamp": "2025-07-18 12:41:27.227", "mode": "azero-full", "language": "en", "target": "en", "text": "pharmaceutical products are excluded from the current tariffs. But I thought products like your breast implants and juvenile", "text_tts": "t implants and juvenile", "translate": "pharmaceutical products are exclud... |
{"timestamp": "2025-07-18 12:41:33.461", "mode": "azero-full", "language": "en", "target": "en", "text": "may be included right now. So it's curious if that's the case or not. And if it is, then why wouldn't there be some", "text_tts": "not And if it is then why wouldnt there be some", "translate": "may be included rig... |
{"timestamp": "2025-07-18 12:41:42.618", "mode": "azero-full", "language": "en", "target": "en", "text": "accounting for that in your new guidance? Or maybe you just absorbed it within your guidance? Any impact there? And the second is just on the aesthetic side and appreciate", "text_tts": "d is just on the aesthetic ... |
{"timestamp": "2025-07-18 12:41:49.401", "mode": "azero-full", "language": "en", "target": "en", "text": "macro issues and all the macroeconomic pressures. But I'm just curious if you can comment on the market share dynamics", "text_tts": "the market share dynamics", "translate": "macro issues and all the macroeconomic... |
{"timestamp": "2025-07-18 12:41:51.311", "mode": "azero-full", "language": "en", "target": "en", "text": "And is there any sort of share shift that you're seeing?", "text_tts": "of share shift that youre seeing", "translate": "And is there any sort of share shift that you're seeing?", "translate_tts": "And is there any... |
{"timestamp": "2025-07-18 12:41:54.322", "mode": "azero-full", "language": "en", "target": "en", "text": "either in toxins or pillars that may be impacting things beyond", "text_tts": "s beyond", "translate": "either in toxins or pillars that may be impacting things beyond", "translate_tts": "either in toxins or pillar... |
{"timestamp": "2025-07-18 12:41:55.944", "mode": "azero-full", "language": "en", "target": "en", "text": "the macro component. Thanks.", "text_tts": "nt Thanks", "translate": "the macro component. Thanks.", "translate_tts": "the macro component Thanks", "is_final": false, "emotion": "", "events": "💬👂🏠🔊👨📯", "think... |
{"timestamp": "2025-07-18 12:42:13.774", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, Scott. You are right. It's a great question regarding the current tariff rules that are in place. So in general, pharmaceutical products and our products are exempt from those similar to our peers. However,... |
{"timestamp": "2025-07-18 12:42:39.410", "mode": "azero-full", "language": "en", "target": "en", "text": "of that. And then specific to aesthetics, yes, there are some application of the rules to aesthetics. But we have absorbed the aesthetics impact in the guidance, and I would tell you it's modest. It's something app... |
{"timestamp": "2025-07-18 12:42:46.922", "mode": "azero-full", "language": "en", "target": "en", "text": "And Vamo was Jeff. So I'll go over your market share, give you some flavor on that. And I'll focus on our two big markets.", "text_tts": "kets", "translate": "And Vamo was Jeff. So I'll go over your market share, g... |
{"timestamp": "2025-07-18 12:42:50.228", "mode": "azero-full", "language": "en", "target": "en", "text": "the US and China. So", "text_tts": "a So", "translate": "the US and China. So", "translate_tts": "the US and China So", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": "", "wav_name": "b5a761d0-948... |
{"timestamp": "2025-07-18 12:43:04.886", "mode": "azero-full", "language": "en", "target": "en", "text": "as I mentioned, we were right on our guidance, right on our forecast for the first quarter. And remember, the biggest impact there was the price because we reversed the Alley redesign from last year. And so when we... |
{"timestamp": "2025-07-18 12:43:53.032", "mode": "azero-full", "language": "en", "target": "en", "text": "fourth quarter to the first quarter, we know we took a market share hit in toxins in that fourth quarter. The good news is we've seen a complete reengagement in the, basically, the old Alley program with all of our... |
{"timestamp": "2025-07-18 12:44:08.741", "mode": "azero-full", "language": "en", "target": "en", "text": "Now in China, I'm quite pleased with the share performance. We've recently had a couple of significant approvals sequentially. We have the Massador approval for BOTOX, which is sort of in the lower face and jawline... |
{"timestamp": "2025-07-18 12:44:31.996", "mode": "azero-full", "language": "en", "target": "en", "text": "So we've actually seen significant positive momentum in BOTOX share in China as well as positive share in filler. So it's a little variable across the board. Our big push will be to recover that share over the cour... |
{"timestamp": "2025-07-18 12:44:32.306", "mode": "azero-full", "language": "en", "target": "en", "text": "Hope that helps.", "text_tts": "Hope that helps", "translate": "Hope that helps.", "translate_tts": "Hope that helps", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊👨📯", "think": "", "wav_name": "b5a761d0-... |
{"timestamp": "2025-07-18 12:44:35.275", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, Famil, operator. Next question, please.", "text_tts": "il operator Next question please", "translate": "Thanks, Famil, operator. Next question, please.", "translate_tts": "Thanks Famil operator Next questio... |
{"timestamp": "2025-07-18 12:44:39.565", "mode": "azero-full", "language": "en", "target": "en", "text": "Next, we'll go to the line of Alexandria Hammond from Wolf Research. Please go ahead.", "text_tts": "Wolf Research Please go ahead", "translate": "Next, we'll go to the line of Alexandria Hammond from Wolf Research... |
{"timestamp": "2025-07-18 12:44:51.879", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks for taking the question and congrats on the quarter. So Skyrisi and Rhinbok have consistently surpassed expectations, but we've been getting some questions on what might drive long term growth in INI as it r... |
{"timestamp": "2025-07-18 12:45:02.902", "mode": "azero-full", "language": "en", "target": "en", "text": "Could you comment on when we should start seeing results from your SKYRIZI and RENVOC combination trials? And as a follow up, what combination are you most excited about from a mechanistic perspective? Thank you.",... |
{"timestamp": "2025-07-18 12:45:08.962", "mode": "azero-full", "language": "en", "target": "en", "text": "Hi, it's Rupal. I'll start on the Sky Rizzi question and the combinations.", "text_tts": "stion and the combinations", "translate": "Hi, it's Rupal. I'll start on the Sky Rizzi question and the combinations.", "tra... |
{"timestamp": "2025-07-18 12:45:17.375", "mode": "azero-full", "language": "en", "target": "en", "text": "So the studies have initiated, and we would anticipate next year starting to see", "text_tts": "e next year starting to see", "translate": "So the studies have initiated, and we would anticipate next year starting ... |
{"timestamp": "2025-07-18 12:45:26.063", "mode": "azero-full", "language": "en", "target": "en", "text": "early data readouts. And I would say we're excited about several of these mechanisms. We've", "text_tts": "Weve", "translate": "early data readouts. And I would say we're excited about several of these mechanisms. ... |
{"timestamp": "2025-07-18 12:45:31.356", "mode": "azero-full", "language": "en", "target": "en", "text": "utilized quite a bit of data that we've already collected to see what could be", "text_tts": "could be", "translate": "utilized quite a bit of data that we've already collected to see what could be", "translate_tts... |
{"timestamp": "2025-07-18 12:45:47.168", "mode": "azero-full", "language": "en", "target": "en", "text": "the best combination. And ultimately, clinical data will guide that path. But we use biopsy data. The head of the team has applied machine learning to these data, set spatial omics, a variety of different", "text_t... |
{"timestamp": "2025-07-18 12:45:47.768", "mode": "azero-full", "language": "en", "target": "en", "text": "Techniques.", "text_tts": "Techniques", "translate": "Techniques.", "translate_tts": "Techniques", "is_final": false, "emotion": "", "events": "🏠🔊✍📯", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3bd6c7e... |
{"timestamp": "2025-07-18 12:45:50.949", "mode": "azero-full", "language": "en", "target": "en", "text": "And the ones that we like are,", "text_tts": "ones that we like are", "translate": "And the ones that we like are,", "translate_tts": "And the ones that we like are", "is_final": false, "emotion": "", "events": "📞... |
{"timestamp": "2025-07-18 12:45:54.615", "mode": "azero-full", "language": "en", "target": "en", "text": "One, the alpha four beta seven combination", "text_tts": "four beta seven combination", "translate": "One, the alpha four beta seven combination", "translate_tts": "One the alpha four beta seven combination", "is_f... |
{"timestamp": "2025-07-18 12:46:09.649", "mode": "azero-full", "language": "en", "target": "en", "text": "We think that could be a good combination. We like lutykizumab, which is a bispecific to anti IL one alpha and, importantly, IL one beta. We see that overexpression in patients", "text_tts": "that overexpression in... |
{"timestamp": "2025-07-18 12:46:11.379", "mode": "azero-full", "language": "en", "target": "en", "text": "IBD that have failed", "text_tts": "have failed", "translate": "IBD that have failed", "translate_tts": "IBD that have failed", "is_final": false, "emotion": "", "events": "📞🌠", "think": "", "wav_name": "b5a761d0... |
{"timestamp": "2025-07-18 12:46:13.946", "mode": "azero-full", "language": "en", "target": "en", "text": "other advanced therapies.", "text_tts": "rapies", "translate": "other advanced therapies.", "translate_tts": "other advanced therapies", "is_final": false, "emotion": "", "events": "🏠🔊📞🌠", "think": "", "wav_nam... |
{"timestamp": "2025-07-18 12:46:29.182", "mode": "azero-full", "language": "en", "target": "en", "text": "We see something similar for TREM one, which would be another potential combination. And then we as I mentioned, we also have a longer acting an agent designed to be longer acting TL one A", "text_tts": "ed to be l... |
{"timestamp": "2025-07-18 12:46:31.519", "mode": "azero-full", "language": "en", "target": "en", "text": "That could also be a very good fit.", "text_tts": "be a very good fit", "translate": "That could also be a very good fit.", "translate_tts": "That could also be a very good fit", "is_final": false, "emotion": "", "... |
{"timestamp": "2025-07-18 12:46:47.151", "mode": "azero-full", "language": "en", "target": "en", "text": "with IL twenty three like Skyrizzi. The other thing we'll be doing, since I mentioned a variety of different combinations, is also capturing a number of biomarkers to see if there's any potential", "text_tts": "rs ... |
{"timestamp": "2025-07-18 12:46:47.550", "mode": "azero-full", "language": "en", "target": "en", "text": "Oh.", "text_tts": "Oh", "translate": "Oh.", "translate_tts": "Oh", "is_final": false, "emotion": "🤢", "events": "💨💨", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3bd6c7e1c", "embedding": [0.0, 0.0], "re... |
{"timestamp": "2025-07-18 12:47:03.343", "mode": "azero-full", "language": "en", "target": "en", "text": "for pretreatment segmentation in the future, consistent with what we do in oncology, though thus far, no real successes. I would say maybe there's hints in TL one A, but we're going to generate that data as well to... |
{"timestamp": "2025-07-18 12:47:04.626", "mode": "azero-full", "language": "en", "target": "en", "text": "Opportunities to be able to.", "text_tts": "able to", "translate": "Opportunities to be able to.", "translate_tts": "Opportunities to be able to", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": ""... |
{"timestamp": "2025-07-18 12:47:08.021", "mode": "azero-full", "language": "en", "target": "en", "text": "use biomarkers in the future to segment these patients.", "text_tts": "these patients", "translate": "use biomarkers in the future to segment these patients.", "translate_tts": "use biomarkers in the future to segm... |
{"timestamp": "2025-07-18 12:47:23.118", "mode": "azero-full", "language": "en", "target": "en", "text": "And maybe, Alexander, I might add when we look at SkyRizzi and Renvoke, certainly we're very pleased with the strong demand in the quarter and that led to us taking your combined nine hundred million dollars of inc... |
{"timestamp": "2025-07-18 12:47:45.646", "mode": "azero-full", "language": "en", "target": "en", "text": "which we feel continue to feel very confident in. And also, I think it's worthwhile to think about Renvok has will have a second wave of indications towards the end of the decade that will add a couple of billion d... |
{"timestamp": "2025-07-18 12:48:01.263", "mode": "azero-full", "language": "en", "target": "en", "text": "And this is Rob. I'll just to add on to that. I think from strategically, when we look at the company and we have this clear runway to grow for at least the next eight years, we can use that time. And obviously, we... |
{"timestamp": "2025-07-18 12:48:54.148", "mode": "azero-full", "language": "en", "target": "en", "text": "These combination studies are a way to accomplish that. But we're going to use that time to and just as we did with HUMIRA, we came up with SKYRIZIA and RINBOK as a way to elevate the standard of care. And that was... |
{"timestamp": "2025-07-18 12:48:56.833", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, Alexandria. Operator, next question, please.", "text_tts": "ria Operator next question please", "translate": "Thanks, Alexandria. Operator, next question, please.", "translate_tts": "Thanks Alexandria Opera... |
{"timestamp": "2025-07-18 12:49:00.298", "mode": "azero-full", "language": "en", "target": "en", "text": "Next, we'll go to the line of James Shin from Deutsche Bank. Please go ahead.", "text_tts": "Deutsche Bank Please go ahead", "translate": "Next, we'll go to the line of James Shin from Deutsche Bank. Please go ahea... |
{"timestamp": "2025-07-18 12:49:06.168", "mode": "azero-full", "language": "en", "target": "en", "text": "Hey guys, good morning. Thank you for the question. Had a question on current immunology price volume dynamics.", "text_tts": "volume dynamics", "translate": "Hey guys, good morning. Thank you for the question. Had... |
{"timestamp": "2025-07-18 12:49:09.629", "mode": "azero-full", "language": "en", "target": "en", "text": "specifically is the low single digit headwind being realized?", "text_tts": "lized", "translate": "specifically is the low single digit headwind being realized?", "translate_tts": "specifically is the low single di... |
{"timestamp": "2025-07-18 12:49:16.321", "mode": "azero-full", "language": "en", "target": "en", "text": "If so, is it somehow being blended where HUMIRA is seeing outsized headwinds while Sky and Rinboke are seeing tailwinds?", "text_tts": "oke are seeing tailwinds", "translate": "If so, is it somehow being blended wh... |
{"timestamp": "2025-07-18 12:49:18.797", "mode": "azero-full", "language": "en", "target": "en", "text": "Or is there some sort of co pay", "text_tts": "of co pay", "translate": "Or is there some sort of co pay", "translate_tts": "Or is there some sort of co pay", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊",... |
{"timestamp": "2025-07-18 12:49:23.243", "mode": "azero-full", "language": "en", "target": "en", "text": "shift or is there a shift in copay utilization over year over year or sequentially?", "text_tts": "on over year over year or sequentially", "translate": "shift or is there a shift in copay utilization over year ove... |
{"timestamp": "2025-07-18 12:49:23.745", "mode": "azero-full", "language": "en", "target": "en", "text": "Thank you.", "text_tts": "Thank you", "translate": "Thank you.", "translate_tts": "Thank you", "is_final": false, "emotion": "", "events": "📞🌠", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec3bd6c7e1c", "e... |
{"timestamp": "2025-07-18 12:49:38.004", "mode": "azero-full", "language": "en", "target": "en", "text": "James, it's Scott. So I think I'll start with Skyrizzi and Renboke. If you look at the first quarter, those were both driven by strong demand. Now we've talked about pricing being slightly negative for those two pr... |
{"timestamp": "2025-07-18 12:50:19.709", "mode": "azero-full", "language": "en", "target": "en", "text": "the favorable price in the quarter, and that's just a gating issue. So in the quarter, probably two things. One, Jess organization continues to do a very good job of focusing on co pay utilization and effectively m... |
{"timestamp": "2025-07-18 12:50:34.638", "mode": "azero-full", "language": "en", "target": "en", "text": "With respect to HUMIRA, we talked about in the quarter and on the full year that there is a decrease in volume associated with share erosion as well as the compression of the overall molecule. So that volume is goi... |
{"timestamp": "2025-07-18 12:50:34.896", "mode": "azero-full", "language": "en", "target": "en", "text": "more pronounced.", "text_tts": "more pronounced", "translate": "more pronounced.", "translate_tts": "more pronounced", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊", "think": "", "wav_name": "b5a761d0-948a... |
{"timestamp": "2025-07-18 12:50:48.444", "mode": "azero-full", "language": "en", "target": "en", "text": "throughout the year. But there certainly continues to be some price. You've got some unwinds of accruals that cause price impacts, but you also have just the changing of the rebating dynamics as we entered into a n... |
{"timestamp": "2025-07-18 12:50:49.998", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks, James. Operator, next question, please.", "text_tts": "Operator next question please", "translate": "Thanks, James. Operator, next question, please.", "translate_tts": "Thanks James Operator next question p... |
{"timestamp": "2025-07-18 12:50:53.478", "mode": "azero-full", "language": "en", "target": "en", "text": "Next, we'll go to the line of Jeff Meacham from Citibank. Please go ahead.", "text_tts": "Please go ahead", "translate": "Next, we'll go to the line of Jeff Meacham from Citibank. Please go ahead.", "translate_tts"... |
{"timestamp": "2025-07-18 12:50:54.850", "mode": "azero-full", "language": "en", "target": "en", "text": "Hey guys, thanks for the question.", "text_tts": "Hey guys thanks for the question", "translate": "Hey guys, thanks for the question.", "translate_tts": "Hey guys thanks for the question", "is_final": false, "emoti... |
{"timestamp": "2025-07-18 12:50:59.164", "mode": "azero-full", "language": "en", "target": "en", "text": "Rob, had another one on policy. Wanted to get your perspective on PBM reform.", "text_tts": "on PBM reform", "translate": "Rob, had another one on policy. Wanted to get your perspective on PBM reform.", "translate_... |
{"timestamp": "2025-07-18 12:51:03.773", "mode": "azero-full", "language": "en", "target": "en", "text": "which is often mentioned as highly likely to happen this year. What would you say are the main elements", "text_tts": "What would you say are the main elements", "translate": "which is often mentioned as highly lik... |
{"timestamp": "2025-07-18 12:51:06.728", "mode": "azero-full", "language": "en", "target": "en", "text": "that you'd want to see in reform?", "text_tts": "see in reform", "translate": "that you'd want to see in reform?", "translate_tts": "that youd want to see in reform", "is_final": false, "emotion": "", "events": "📞... |
{"timestamp": "2025-07-18 12:51:19.807", "mode": "azero-full", "language": "en", "target": "en", "text": "And second one on BD, is there a therapeutic area that you guys feel like you still have to add to? I wasn't sure if neuro remains one of the top priorities just post amaclidine, and it does seem like", "text_tts":... |
{"timestamp": "2025-07-18 12:51:28.071", "mode": "azero-full", "language": "en", "target": "en", "text": "multiple shots on goal in metabolic disease is kind of the approach a lot of other biopharma are taking, but I wanted to get your perspective. Thank you.", "text_tts": "wanted to get your perspective Thank you", "t... |
{"timestamp": "2025-07-18 12:51:42.604", "mode": "azero-full", "language": "en", "target": "en", "text": "Jeff, I'll take those questions. So on PBM reform, I think we're supportive of anything that helps with patient affordability. And so to the extent that, that improves the dynamic on patient affordability that, tha... |
{"timestamp": "2025-07-18 12:51:52.483", "mode": "azero-full", "language": "en", "target": "en", "text": "in their pockets, that's favorable. So we are supportive of the efforts there, but it's really all about making sure that we're addressing patient affordability.", "text_tts": "that were addressing patient affordab... |
{"timestamp": "2025-07-18 12:52:07.210", "mode": "azero-full", "language": "en", "target": "en", "text": "As it relates to business development, we obviously really like the five key growth areas that we have today. As I mentioned, those will certainly drive very strong growth for at least the next eight years. I think... |
{"timestamp": "2025-07-18 12:52:50.962", "mode": "azero-full", "language": "en", "target": "en", "text": "It's more than just psychiatry. We have a very strong migraine franchise that's performing exceptionally well. And Parkinson's, we're seeing great results. And we've been in Parkinson's for a long time with Duopa. ... |
{"timestamp": "2025-07-18 12:53:06.890", "mode": "azero-full", "language": "en", "target": "en", "text": "Alzheimer's. And so you just look at the business development activity since the beginning of last year in neuroscience, we extended our discovery collaboration in psychiatry with Gideon Richter who discovered RALA... |
{"timestamp": "2025-07-18 12:53:12.382", "mode": "azero-full", "language": "en", "target": "en", "text": "We acquired a next generation Abeta antibody that's very promising for Alzheimer's from Aliata.", "text_tts": "Aliata", "translate": "We acquired a next generation Abeta antibody that's very promising for Alzheimer... |
{"timestamp": "2025-07-18 12:53:25.333", "mode": "azero-full", "language": "en", "target": "en", "text": "And we're also investing in novel approaches for migraine disease. So we are actively investing in neuroscience. We obviously added obesity because we do think of ourselves as being a company that's going to be ver... |
{"timestamp": "2025-07-18 12:53:44.796", "mode": "azero-full", "language": "en", "target": "en", "text": "evaluated various options beyond the five, and we chose to move into obesity for a number of reasons. It's obviously an extremely attractive market, has high prevalence and plenty of headroom for growth. It's a mar... |
{"timestamp": "2025-07-18 12:53:57.332", "mode": "azero-full", "language": "en", "target": "en", "text": "And importantly, and it's something we always focus on, is where are there high areas of unmet need? As we think about our portfolio, that's really our strategy is to drive a remarkable impact for our patients by e... |
{"timestamp": "2025-07-18 12:54:26.409", "mode": "azero-full", "language": "en", "target": "en", "text": "whether it's reducing GI side effects, improving body composition, more consistent weight loss across patient types, longer lasting weight loss. And so as we evaluate that opportunity, we found the AMLEN class to b... |
{"timestamp": "2025-07-18 12:54:26.618", "mode": "azero-full", "language": "en", "target": "en", "text": "Thanks Jeff.", "text_tts": "Thanks Jeff", "translate": "Thanks Jeff.", "translate_tts": "Thanks Jeff", "is_final": false, "emotion": "😊", "events": "📞🌠🏠🔊", "think": "", "wav_name": "b5a761d0-948a-426e-8830-3ec... |
{"timestamp": "2025-07-18 12:54:27.617", "mode": "azero-full", "language": "en", "target": "en", "text": "Operator, next question, please.", "text_tts": "ion please", "translate": "Operator, next question, please.", "translate_tts": "Operator next question please", "is_final": false, "emotion": "", "events": "📞🌠🏠🔊"... |
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