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    Emily Field • Barclays

    Emily Field's questions to Sanofi SA (SNY) leadership

    Emily Field's questions to Sanofi SA (SNY) leadership • Q1 2025

    Question

    Emily Field from Barclays asked for quantification of the Beyfortus sales phasing, whether there were stocking incentives, and the U.S. immunization penetration rate. She also questioned the scientific rationale for the brivekimig (TNF/OX40-L bispecific) combination in hidradenitis suppurativa (HS).

    Answer

    Thomas Triomphe (EVP, Chief Business Officer) confirmed there were no stocking incentives for Beyfortus and stated the U.S. RSV prevention coverage rate was 55-60% last season, leaving room for growth. Houman Ashrafian (EVP, Head of R&D) explained the brivekimig rationale, noting that TNF induces OX40-Ligand, creating a biological precedent for synergy. CEO Paul Hudson added that combination therapies can produce synergistic effects beyond their individual components.

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    Emily Field's questions to AstraZeneca PLC (AZN) leadership

    Emily Field's questions to AstraZeneca PLC (AZN) leadership • Q4 2024

    Question

    Emily Field from Barclays inquired about the oncology pipeline, asking if Datroway is expected to maintain its favorable safety profile in a potential non-small cell lung cancer approval and for details on the molecular advantages of the SERD camizestrant over competitors.

    Answer

    Susan Galbraith, EVP of Oncology R&D, indicated that the safety profile for Datroway in the lung cancer setting appears consistent with its current breast cancer label. Regarding camizestrant, she highlighted its best-in-class potential due to potent, clean PK, excellent combinability, and a favorable safety profile with very low discontinuation rates, which is crucial for long-term therapy.

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    Emily Field's questions to GSK plc (GSK) leadership

    Emily Field's questions to GSK plc (GSK) leadership • Q4 2024

    Question

    Emily Field of Barclays PLC inquired about the 2025 outlook for Shingrix in China, considering macroeconomic pressures, and asked about the anticipated competitive impact on GSK's HIV franchise from the launch of Lenacapavir.

    Answer

    CEO Emma Walmsley and CCO Luke Miels confirmed that short-term headwinds in China were anticipated and are factored into guidance, emphasizing their long-term strategy with their local partner. On HIV, Chief Financial and Administrative Officer David Redfern expressed confidence, stating the PrEP market is underdeveloped and that GSK's Apretude will grow in an expanding market. He also highlighted potential drawbacks of the competitor product, such as injection site nodules and drug-drug interactions.

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    Emily Field's questions to GSK plc (GSK) leadership • Q2 2024

    Question

    Emily Field of Barclays PLC asked if competitor strategies for combined adult vaccine contracts posed an obstacle for ex-U.S. Arexvy uptake. She also questioned why the long-term HIV guidance wasn't upgraded despite consistently strong double-digit growth.

    Answer

    Deborah Waterhouse, Head of ViiV Healthcare, explained that while performance is at the top end of the 6-8% CAGR guidance, the business faces a ~£200 million headwind from the IRA next year, so the guidance remains appropriate. Luke Miels, CCO, addressed ex-U.S. Arexvy, stating that international contracts often separate adult vaccines and that GSK is waiting for the full 3-year data profile to optimize its value proposition on durability and pricing.

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    Emily Field's questions to Novartis AG (NVS) leadership

    Emily Field's questions to Novartis AG (NVS) leadership • Q4 2024

    Question

    Emily Field sought clarification on the Q4 2024 sales contribution from favorable gross-to-net adjustments and asked about the drivers of Pluvicto's sequential U.S. sales decline and the expected impact of new promotional efforts.

    Answer

    CFO Harry Kirsch confirmed that about 3 percentage points of Q4's 16% sales growth came from prior-period gross-to-net true-ups, making the underlying growth 13%. CEO Vasant Narasimhan added that Pluvicto's Q4 performance was in line with expectations, noting Q3 had benefited from one-time adjustments. He stated the focus is now on the larger PSMAfore launch, which will be the primary growth driver.

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    Emily Field's questions to Novartis AG (NVS) leadership • Q2 2024

    Question

    Emily Field from Barclays inquired about the PDUFA delay for Kisqali in the NATALEE trial, seeking confirmation that the delay was specific to manufacturing and not due to FDA requests for additional clinical subgroup data.

    Answer

    Vasant Narasimhan, CEO, confirmed the delay was solely related to a CMC (Chemistry, Manufacturing, and Controls) issue. He explained that Novartis submitted additional data for the CMC package, which triggered a standard three-month PDUFA extension. Narasimhan stated that label discussions are already underway and the company is on track for an approval within Q3.

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    Emily Field's questions to Novo Nordisk A/S (NVO) leadership

    Emily Field's questions to Novo Nordisk A/S (NVO) leadership • Q1 2024

    Question

    Emily Field inquired about the expected timeline for Phase I data from Novo Nordisk's once-monthly GLP-1/GIP combination and the strategic importance of dosing convenience beyond once-weekly.

    Answer

    Martin Lange, Head of R&D, stated that the data readout is anticipated around the turn of the year. He emphasized that in the current market, efficacy is the primary driver for treatment choice, with convenience being a secondary, albeit still pursued, factor.

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    Emily Field's questions to Genmab A/S (GMAB) leadership

    Emily Field's questions to Genmab A/S (GMAB) leadership • Q1 2024

    Question

    Emily Field from Barclays asked if the upcoming ASCO poster for acasunlimab (GEN1046) would present data from both dosing cohorts. She also questioned whether GSK's Blenrep, following its positive DREAMM-7 data, is now considered a competitive threat to DARZALEX.

    Answer

    Chief Medical Officer Tahamtan Ahmadi responded that the acasunlimab poster will contain the relevant data from the arms that informed the decision to advance the program. Regarding Blenrep, Dr. Ahmadi opined that its reentry is likely 'a little bit too late,' as the multiple myeloma treatment paradigm has shifted DARZALEX to earlier lines of therapy, making the competitive setting less relevant than when the DREAMM-7 study was designed.

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