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    Geoff Meacham • Citigroup Inc.

    Geoff Meacham's questions to Gilead Sciences Inc (GILD) leadership

    Geoff Meacham's questions to Gilead Sciences Inc (GILD) leadership • Q2 2025

    Question

    Geoff Meacham of Citigroup asked about the international (OUS) market potential for Yes2Go, suggesting its contribution could be larger than that of Descovy and questioning if the PrEP U.S. vs. OUS revenue split could eventually mirror HIV treatment.

    Answer

    Chief Commercial Officer Johanna Mercier agreed that Yes2Go has a broader ex-U.S. opportunity than Descovy, which faced generic Truvada competition internationally. She noted that Yes2Go's innovation is a compelling value proposition for countries with high HIV incidence that are struggling to meet 2030 prevention goals. While acknowledging that securing reimbursement will take time and effort, Mercier sees a clear opportunity to partner with international stakeholders and achieve a wider footprint than with previous PrEP options.

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    Geoff Meacham's questions to Gilead Sciences Inc (GILD) leadership • Q2 2025

    Question

    Geoff Meacham of Citigroup inquired about the ex-U.S. market potential for Yes2Go, asking if its contribution could be larger than that of Descovy and eventually mirror the revenue split seen in HIV treatment.

    Answer

    Chief Commercial Officer Johanna Mercier agreed that Yes2Go has a broader ex-U.S. opportunity than Descovy, which faced generic competition. She believes the innovative profile of Yes2Go will appeal to countries aiming to meet HIV prevention goals. While acknowledging reimbursement will be a challenge, she sees a clear path to partner with stakeholders and achieve a wider international footprint than with previous PrEP options.

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    Geoff Meacham's questions to Gilead Sciences Inc (GILD) leadership • Q1 2025

    Question

    Geoff Meacham asked about the HIV treatment pipeline, specifically the key factors for selecting a long-acting oral Phase III combination and whether a three-drug regimen is necessary given lenacapavir's high barrier to resistance.

    Answer

    Chief Medical Officer Dietmar Berger responded that the primary goal of the development program is to provide optionality with weekly and monthly oral regimens. While not detailing the specific criteria for combo selection, he emphasized the breadth of the portfolio and the immediate focus on the near-term lenacapavir for PrEP launch and the potential for a once-yearly formulation.

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    Geoff Meacham's questions to PTC Therapeutics Inc (PTCT) leadership

    Geoff Meacham's questions to PTC Therapeutics Inc (PTCT) leadership • Q2 2025

    Question

    An analyst on for Geoff Meacham at Citigroup asked for more color on the types of patients represented in the early Sefiance scripts and whether they were coming in voluntarily or during scheduled visits. They also inquired about the FDA's stance on a broad label for vutiquinone and if labeling discussions had begun.

    Answer

    CEO Dr. Matthew Klein stated that while it's early, there are no clear patterns for incoming Sefiance scripts, other than broad interest from a mix of patient types, consistent with expectations. He noted many centers are working through patient waitlists. For vutiquinone, he said the data package supports a broad label across all age groups and disease severities, but formal labeling negotiations with the FDA have not yet started.

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    Geoff Meacham's questions to Eli Lilly and Co (LLY) leadership

    Geoff Meacham's questions to Eli Lilly and Co (LLY) leadership • Q2 2025

    Question

    Geoff Meacham of Citigroup Inc. asked about the gastrointestinal (GI) adverse event profile for orforglipron, specifically how the rates changed over the course of the studies and if there were common features among patients with higher AE rates.

    Answer

    Dr. Daniel Skovronsky, Chief Scientific Officer, explained that the GI profile was consistent with the GLP-1 agonist class, with no surprises. He noted that side effects were most common early in treatment or after dose escalations and then subsided over time. He also stated that no specific patient characteristics were identified that predicted higher adverse event rates.

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    Geoff Meacham's questions to Royalty Pharma PLC (RPRX) leadership

    Geoff Meacham's questions to Royalty Pharma PLC (RPRX) leadership • Q2 2025

    Question

    Geoff Meacham of Citigroup requested an updated view on the potential impact of US policy changes like MFN and PBM reform, and also asked about the current level of interest in large-scale (>$1B) deals and the strategic priority of synthetic royalties.

    Answer

    Head of Research & Investments Marshall Urist explained the company uses a scenario-based approach for new investments to account for policy uncertainty and focuses on high-impact medicines. CEO Pablo Legorreta confirmed continued opportunities for large, billion-plus deals, noting they are becoming more common annually and highlighting new sources like out-licensing from China. He also reiterated the importance of synthetic deals.

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    Geoff Meacham's questions to Amgen Inc (AMGN) leadership

    Geoff Meacham's questions to Amgen Inc (AMGN) leadership • Q2 2025

    Question

    Geoff Meacham asked if any changes were made to the Meritide Phase 3 program following the ADA conference and whether the current trials represent the bulk of the investment or if expansion into other indications is planned.

    Answer

    James Bradner, EVP of R&D, confirmed no changes were made, citing positive feedback and strong enrollment. He also indicated interest in exploring other obesity-related conditions. Murdo Gordon, EVP of Global Commercial Operations, added they will continue generating data to inform clinical practice.

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    Geoff Meacham's questions to Vertex Pharmaceuticals Inc (VRTX) leadership

    Geoff Meacham's questions to Vertex Pharmaceuticals Inc (VRTX) leadership • Q2 2025

    Question

    Geoff Meacham of Citibank questioned if the chronic pain strategy could expand beyond PNP to areas like joint pain, and asked about the pipeline strategy for NAV1.7 inhibitors following the VX-993 data.

    Answer

    President and CEO Dr. Reshma Kewalramani clarified the focus remains on neuropathic pain first, with musculoskeletal pain as a future possibility but not a current high priority. She emphasized that the next major step in acute pain is advancing a NAV1.7/1.8 combination therapy, which has shown synergistic effects preclinically.

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    Geoff Meacham's questions to Regeneron Pharmaceuticals Inc (REGN) leadership

    Geoff Meacham's questions to Regeneron Pharmaceuticals Inc (REGN) leadership • Q2 2025

    Question

    Geoff Meacham from Citigroup asked about the return on investment calculus for Regeneron's 45-asset pipeline and whether out-licensing non-core assets is a reasonable strategy to consider.

    Answer

    President & CEO Dr. Leonard Schleifer affirmed that while internal R&D offers the greatest potential return, the company is not structurally averse to out-licensing or partnering non-core assets, citing the IL-1 blocker as a successful past example. He noted they would be less likely to partner assets intended for internal combination therapies.

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    Geoff Meacham's questions to Regeneron Pharmaceuticals Inc (REGN) leadership • Q2 2025

    Question

    Geoff Meacham from Citigroup Inc. asked about the ROI calculus for prioritizing Regeneron's 45 development assets and whether out-licensing non-core assets is a reasonable consideration.

    Answer

    President & CEO Dr. Leonard Schleifer affirmed that internal R&D offers the greatest potential return. However, he stated the company is not structurally opposed to out-licensing or partnerships for non-core assets, citing the past deal for its IL-1 blocker as an example, but would avoid it for assets with combination potential.

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    Geoff Meacham's questions to Bristol-Myers Squibb Co (BMY) leadership

    Geoff Meacham's questions to Bristol-Myers Squibb Co (BMY) leadership • Q2 2025

    Question

    Geoff Meacham of Citigroup Inc. inquired about recent Phase III trial disappointments, asking if any of the data could still support label expansions or offer a faster path to new indications.

    Answer

    CEO Chris Boerner responded that these specific studies have limited impact on the company's long-term growth and have no read-forward implications for other pipeline assets. EVP & Chief Medical Officer Samit Hirawat added that for some trials, like Reblozyl's 'independence' study, the company sees clinically meaningful impact and plans to engage with global health agencies.

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    Geoff Meacham's questions to Kiniksa Pharmaceuticals International PLC (KNSA) leadership

    Geoff Meacham's questions to Kiniksa Pharmaceuticals International PLC (KNSA) leadership • Q2 2025

    Question

    Geoff Meacham of Citi asked if dosing and frequency were significant drivers for patient discontinuation of Arcalis, aiming to understand the potential for new patient starts and switches to the next-generation therapy, KPL-387.

    Answer

    EVP & CCO Ross Moat stated that patient persistence on Arcalis is strong, with an average duration of 30 months and compliance over 85%, indicating dose and frequency are not major issues. CEO Sanj Patel added that while they are excited about KPL-387 and will leverage their commercial experience, its potential is ultimately dependent on clinical trial data.

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