So actually, I think that this is a very exciting time, and we feel very confident about the ability to seamlessly introduce RSV as another vaccine in our respiratory portfolio. Just last month, the New England Journal of Medicine published results from the two positive Phase 3 studies. And we think in general that you will see an evolution in the adult market with simplified vaccination schedule, and your revaccination of COVID flu RSV. Earnings Date ritlecitinib is a different story when you look at that particular indication for alopecia that is really an under developed market. Would it be fair to expect that at this stage a consideration might be to minimize the then that you would have to rebuild or sort of refurbish on the SI&A front given your margin objectives longer-term? So I think you said '26 and I would certainly hope we'd be ahead of that. Given that a large number of launches are expected to occur in the third and fourth quarter of 2023, we anticipate our quarterly revenues will not be linear this year and that our non-COVID revenues will grow more quickly in the back half of the year versus the first half of 2023. We're planning soon to start a Phase 2. So, we have a great opportunity to expand the class of CGRP with specifically Nurtec. Having said that, we will still look at the M&A marketplace, understand if there is assets that meet our criteria to supplement our business, and we could theoretically execute against that, given our capital rupture. They hesitate to give baseline. And then my second question was just one on RSV market development. In addition to the fact that we're going to be the only JAK compared to ritlecitinib that has an indication for adolescents. Obviously, we have invested heavily back into our business. We have done a lot of educational efforts and there are a lot of investments that we are doing in that field. So that plays also a key role in the uptake with the vaccine. It's looking really good in two aspects. CI Transcript : Pfizer Inc., Q3 2022 Earnings Call, Nov 01, 2022 01/11. Sure. CI Transcript : Pfizer Inc., Q3 2022 Earnings Call, Nov 01, 2022 01/11. Pfizer (PFE) Q2 2020 Earnings Call Transcript | Rev Pfizer (PFE) Q1 2023 Earnings Call Transcript Q1 2023 Earnings Call May 02, 2023, 10:00 a.m. First on pneumococcal vaccine. And then secondly, based on my. There is uncertainty, if there COVID revenues will materialize, we don't have any precedents to show that we know how to predict it well. So we are incredibly proud of the work that we have done with Nurtec since the acquisition. Today's Change (-1.11%) -$0.43 Current Price $38.30 Price as of June 23, What's your expectation there? And then when it comes to longer term, we also are already in combination study with our RSV and using our internal portfolio of COVID and mRNA flu, so we see this as an event developing a very strong portfolio this year with co-administration opportunities next year, possibly our own flu vaccine and then combination thereof. Thank you, Dave. Thank you, Mike. So again, this is a molecule for Seagen and such as, which is the CD30 ADC. And then just second, a quick call on your DMD Phase 3 CIFFREO trial, you've guided to completion of recruitment in April of this year just could you give us a quick update here? Your line is open. You see our forward-looking statements disclaimer on Slide 3. Now turning to the quarter, as Albert said, our results were in line with our expectations, albeit slightly better than consensus. So stay tuned. and Forward-Looking Information and factors that may affect future results. As you know, we have reported out very high antibody titers to A, similar or possibly lower to the B antigens versus standard flu vaccines. And we also know that, as a whole, there are over 1 billion migraine sufferers and only 18% of them are using CRPS today. Can you say whether you were aware of the data at the time of announcing the Seagen acquisition? And in March, Ethisphere recognized Pfizer as one of the world's most ethical companies, also for the second year in a row. Merck & Co., Inc. (MRK) Earnings Date, Estimates & Call Transcripts $113.54 +1.10 (+0.98%) (As of 06/29/2023 ET) Compare Today's Range $111.81 $113.88 50-Day Range $108.60 $118.38 52-Week Range $84.52 $119.65 Volume 6.14 million shs Average Volume 7.92 million shs Market Capitalization $288.10 billion P/E Ratio 22.18 Dividend Yield 2.57% Inlyta had a strong 2020 performance, growing revenues 66% 2009 / 2:00PM GMT THOMSON REUTERS STREETEVENTS | www.streetevents.com | Contact Us 2009 Thomson Reuters. Good morning. A trend in overall survival favoring TALZENNA plus XTANDI was also observed, though these data are immature. Pfizer Please. Even today, the consensus stock is down a little bit. And I think on all of those counts, Pfizer is a winner. Pfizer, Inc. (PFE) Q1 2021 Earnings Call Transcript - AlphaStreet Our financial results were as we anticipated. On the COVID, we are right now, all right, we have the big markets there. We also offer an oral option in a world that is very prevalent with injectables. Over the first four months of the year, we have made excellent progress toward this goal with the approval of Zavzpret, an expanded indication for Cibinqo to include adolescents, and last week's approval of Prevnar 20 for pediatric use, all in the U.S. We also have secured regulatory filing acceptances for elranatamab, for Braftovi and Mektovi for non-small cell lung cancer, and for our RSV maternal vaccine candidate, which if approved would be the first vaccine for administration to pregnant individuals to help protect against the complications of RSV disease in infants from birth through six months. I think you have seen us collaborate with the biotech ecosystem lots of different ways, and Pfizer IGNITE is another way in which we can effectively do that. All rights reserved. Once again this quarter, foreign exchange movements significantly impacted our results, reducing first quarter revenues by $730 million, or 3%, and adjusted diluted earnings per share by $0.07, or 4%, compared to LY. And the fact that we haven't seen other divestments to that sort of reinforce our confidence that you think that the deal can go through without other issues? This suggests the RSV vaccine candidate, if approved, could be co-administered with flu vaccinations and add an important component of seasonal protection against respiratory pathogens. And why should we not view this as a significant risk? Ex-Pfizer employee charged over trading on Paxlovid data PFIZER But of course, with all launches and with all new diseases, an education is important to consumers, it's important to caregivers, to payers and so on all of those fronts. Is the earliest possible commercial entry 2026 or is there a path for expedited approval? Earnings Call Transcript And for diabetes patients, of course, it's about having a very strong HbA1c lowering maybe 2% or even more. So, that will continue to be our focus and will continue to be disciplined and the opportunities that we look for. And secondly, for the guidance for the full year, I noticed there's perhaps $1 billion or so worth of contribution from new launches. Pfizer Thank you. Maybe two for me because I'm not sure you'll be able to answer one of them. Your line is open. Yes. PFIZER Pfizer (symbol PFE) Transcript : Pfizer Inc., Q4 2022 Earnings Call, Jan 31, 2023. On the maternal, we are preparing for an advisory committee, we think we have great data, we are the only one that have been able to conclude the maternal vaccination, we're the only one that we're able to construct an RSV vaccine without using an adjuvant. Yes, thank you for your question. And for us, in particular, given the profile of elranatamab, what we think is the greatest opportunity for us is in earlier lines of treatment where there has not been as much transmit, right? So this is a market where we have been the leaders were having a unique platform, and we monitor and feel very confident that we are going to have a bright future, although you mentioned competitor, which is a nature of markets that are becoming of course more saturated like the adult market, but there will also hope to benefit from our broader portfolio of respiratory vaccines from COVID flu RSV, that cannot be much harder at the moment. Good morning, everyone. And pending data possibly move quickly to Phase 3. In the first-quarter, Nurtec ODT and Oxbryta typically have lower sales quarter-on-quarter due to annual copay reset dynamics, with higher sales anticipated in later quarters. There was a 37% reduction in risk of disease progression. Next, we have Louise Chen with Cantor. Pfizer (PFE) Earnings Date, Estimates & Call Transcripts $36.12 -0.16 (-0.44%) (As of 06/29/2023 ET) Compare Today's Range $35.76 $36.22 50-Day Range $36.13 $40.30 52-Week Range $35.76 $54.93 Volume 26.28 million shs Average Volume 24.62 million shs Market Capitalization $203.94 billion P/E Ratio 7.11 Dividend Yield 4.54% Price Target $47.33 Good day, everyone, and welcome to Pfizer's Fourth Quarter 2021 When is Twilio's next earnings announcement? And of course, the opportunity is huge, right because we have so pan Japan launching later this year. As a result, we expect that we will have more infections and that will drive more use of Paxlovid. And it's already we anticipate, actually later this year that label will be updated for overall survival. Could you comment on how this is going from your end? And if there's sort of like an aspirational target, and how meaningful have a driver that could be? So, let's start with elranatamab, which is UC. And I think that we have the opportunity to quickly and seamless bring RSV on into our portfolio and use the very same approaches and mechanisms and the same conversations that were -- whether it's with a retailer, whether it's air, whether it's with our points of vaccinations to bring RSV on. Now, as you know, at the same time, we are preparing for the future combination vaccines. Thank you. Final analysis from TALAPRO-2, evaluating our potential blockbuster PARP inhibitor TALZENNA in combination with XTANDI were presented at ASCO GU. And most of them, we have already long-term contracts. As we said, in our slide, we expect to be approved in this year in the last quarter. Moving to the bottom-line, reported diluted EPS this quarter declined by 29% to $0.97, while adjusted diluted earnings per share of $1.23 declined 20% on an operational basis during the quarter. Joining for the Q&A session, we also have Angela Hwang, Chief Commercial Officer and President, Global Biopharmaceuticals Business; Aamir Malik, our Chief Business Innovation Officer; Dr. William Pao, our Chief Development Officer; and Doug Lankler, our General Counsel. That would be great. Since 2022, we've invested approximately $70 billion, including Seagen, in business development. And we're seeing that consistent great metrics as it pertains to Nurtec. Now as regards the EU legislation what we haven't just seen in recent days, we are noticing the positive things of EU trying to be more competitive in attracting reserves and creating the regulatory framework for more rapid approvals. We are very excited about the next gen CDK4 inhibitor. I'm joined today by Dr. Albert Bourla, our Chairman and CEO; Dave Denton, our CFO; and Dr. Mikael Dolsten, President of Worldwide Research and Development and Medical. I guess I'm just trying to get my hands around how much education this require? As flu on mRNA technology still the results, we are very optimistic with the totality of the data that we are having from our flu vaccine, and we will wait to see of course how that will continue. Mikael, what is the secret ingredient? Sure. And when will you know how the season will shape up? This is despite Pfizer helping lead the world out of the pandemic, which was a remarkable accomplishment. Maybe I can answer those questions. You talked about that in your opening remarks. Our next question will come from Geoff Meacham with Bank of America. And we think that will open up a very large place. Primarily driving this growth was the inclusion of Nurtec ODT and Oxbryta, and an increase in Sulperazon revenues in China. It wouldn't be appropriate as the discussions are still ongoing. Next we have Terence Flynn with Morgan Stanley. Elite Pharmaceuticals, Inc. (ELTP) Q4 2023 Earnings Call Transcript Jun. Since the beginning of the year, we have received two accolades that demonstrate we are doing just that. [Operator Instructions] At this time, I would like to turn the Catherine Arnold Credit Suisse - Analyst David Reisinger Morgan Stanley - Analyst Jami Rubin Goldman Sachs - Analyst Eric Lo Banc of America - Analyst Tim Anderson Sanford Bernstein - Analyst Seamus Fernandez Leerink Swann - Analyst Chris Schott JPMorgan - Analyst Marc Goodman UBS - Analyst Tony Butler And Mikael, about RSV and flu. Our next question comes from Trung Huynh with Credit Suisse. Pfizer On the left are updated data from a Phase 1 dose escalation study shared at ESMO last year. The ER is of interest to me and Pfizer is still blocking everything, because of what they did and we forget a way around that when we have the money. Quotes Charts News Ratings Calendar Company Financials Consensus Revisions Funds and ETFs Transcripts Filters Announcement Date Until Headlines July 01, 2022 at Yes, Carter, thanks for the question. Let me start with the first one. We believe that we have the best class S1B inhibitor, but there are also other great benefits such as the fact that, it can be used steroid free that we have convenient dosing. And the second question is there's the big proposal at a Europe for new legislation for drugs. Pfizer Inc. (PFE) Q3 2022 Earnings Call Transcript And I think that has really paid off. And this is exactly the profile for the next gen, but without the DDIs that allow us to improve and also to move into other supplementary segments. CI Transcript : Pfizer Inc. - These investments are squarely focused on Pfizer's 2025 to 2030 growth aspirations. And as you know, for Paxlovid what's unique with that drug that the many fold exposure above EC90 as these four lead to no detectable meaningful emergence or mutations, which is always what you fear in antiviral single agent therapy. A couple of things, what do you think is going to be the most important differentiation for you versus the competition that will drive the most uptake as people have different options? In addition to all of that, I think the trust to the Pfizer brand name, which has been very, very strong I think also play a key differentiator. And we think that pending data readout that we may have a differentiated profile for our full agonists. We then expect that in years 2024 and beyond, the courses sold and courses used will more closely align. Angela, why don't we take the second question about the guidance --p about the 1 billion estimated sales in the last quarter. We have a second combination with CDK2 and we think this would allow us next year to pick one or two combinations to advance up the lines with more potent treatment than what's available today. CI Transcript : Pfizer Inc. - Shareholder/Analyst Call 27/04. As I said before, in parallel, we are working on looking at different carriers, different chemistries, and we will shortly reveal for next year a start of a broader expanded PCV vaccine that will cooperate all these learnings. In the first three months of 2023, we have invested $2.5 billion in internal R&D and returned $2.3 billion to shareholders via our quarterly dividend, and importantly, allocated approximately $43 billion for the proposed Seagen acquisition. No doubt, the population that excites us, but of course, we can comment on the Seagen products. However, I think that the biggest advantage here is in the synergies of RSV together with our other adult vaccines, right.