Sign in

    Carter L. Gould • Barclays

    Carter L. Gould's questions to Merck & Co Inc (MRK) leadership

    Carter L. Gould's questions to Merck & Co Inc (MRK) leadership • Q3 2024

    Question

    Carter L. Gould from Barclays asked about WINREVAIR's performance, specifically the impact of channel stocking in the quarter and how far Merck has progressed in treating the initial bolus of the sickest patients.

    Answer

    CFO Caroline Litchfield clarified that over 80% of WINREVAIR revenue was driven by demand, with minimal inventory build. She noted that approximately 80% of patients are on background triple therapy, indicating strong progress in the sickest patient segment. She also mentioned that physicians are beginning to prescribe to patients on dual therapy, signaling expansion into a broader patient population.

    Ask Fintool Equity Research AI

    Carter L. Gould's questions to Regeneron Pharmaceuticals Inc (REGN) leadership

    Carter L. Gould's questions to Regeneron Pharmaceuticals Inc (REGN) leadership • Q3 2024

    Question

    Carter L. Gould of Barclays asked if the market entry of an EYLEA biosimilar has altered Regeneron's strategy regarding the pace of R&D investments or its capital allocation priorities like buybacks and dividends.

    Answer

    President and CEO Dr. Leonard Schleifer stated that the company's strategy is to invest in innovation, not imitation, and spending will be based on opportunities, not gated by biosimilar entry. He highlighted the pipeline of over 40 clinical programs and the strength of the balance sheet. He affirmed the company would continue to invest in its R&D organization and expects investments to increase, viewing this as the key to long-term value.

    Ask Fintool Equity Research AI

    Carter L. Gould's questions to Amgen Inc (AMGN) leadership

    Carter L. Gould's questions to Amgen Inc (AMGN) leadership • Q3 2024

    Question

    Carter L. Gould inquired about the launch of PABlu, a biosimilar to EYLEA, asking about the expected adoption rate before a permanent Q code is issued and payer expectations regarding step-edits.

    Answer

    EVP of Global Commercial Operations Murdo Gordon stated that being in the first wave of launches is important and that Amgen expects strong early interest, even with a temporary reimbursement code. CEO Robert Bradway added that the overall biosimilar franchise is performing well and generating attractive returns for shareholders.

    Ask Fintool Equity Research AI

    Carter L. Gould's questions to AbbVie Inc (ABBV) leadership

    Carter L. Gould's questions to AbbVie Inc (ABBV) leadership • Q3 2024

    Question

    Carter L. Gould of Barclays inquired about the differentiated aspects of the Aliata acquisition's brain delivery technology and the broader strategic importance of Alzheimer's disease in AbbVie's neuroscience portfolio.

    Answer

    CSO Roopal Thakkar highlighted Aliata's potential for higher CSF concentrations and an extended half-life, enabling convenient subcutaneous dosing and potentially better efficacy and safety. CEO Robert Michael framed the deal as a key long-term investment in neurodegeneration, one of four main segments of their growing neuroscience franchise.

    Ask Fintool Equity Research AI

    Carter L. Gould's questions to Neurocrine Biosciences Inc (NBIX) leadership

    Carter L. Gould's questions to Neurocrine Biosciences Inc (NBIX) leadership • Q3 2024

    Question

    Carter Gould from Barclays noted the pipeline's evolution to a 'barbell' structure and asked about the strategy for replenishing the early-stage portfolio beyond the current focus on VMAT and muscarinic assets.

    Answer

    CEO Kyle Gano highlighted that the early-to-mid-stage pipeline is broader than it appears, including a muscarinic antagonist for movement disorders and an NR2B NAM in Phase II for MDD. He stated that more information on emerging preclinical assets moving into the clinic would be shared in early 2025, noting significant productivity in the company's labs.

    Ask Fintool Equity Research AI