“we're very, very confident that we're going to see very significant growth in leadership with SKYRIZI over IBD as well as the RINVOQ dynamic we discussed.”

In context

“ar that you are confident in SKYRIZI in IBD, but the competition is growing very rapidly. And it looks like it's inevitable. It will make an important impact on SKYRIZI. So what can be done to neutralize these gains at this juncture? And secondly, in the drug pricing deal AbbVie signed with President Trump, the release noted exemption from tariffs and future pricing mandates. Can you elaborate on what exemption from future pricing mandates constitutes beyond avoidance of demonstration projects? And how important is avoidance of demonstration projects? Thank you. Jeffrey Stewart: Yeah. Hi, Steve. It's Jeff. Just maybe a few comments. You know, I've outlined how stable our capture rates are. Look, it is a competitive market. There have been changes in terms of frontline and later lines, but we're very, very confident that we're going to see very significant growth in leadership with SKYRIZI over IBD as well as the RINVOQ dynamic we discussed. Now what are some things that we can think about and are thinking about in terms of continuing the momentum and even increasing our momentum? First, you know, if this is not a zero-sum game with the two IL-23s. There's a lot of other products in the marketplace. And I think that we've highlighted before, we will shortly see a readout over a head-to-head study with Entyvio. Entyvio is the leading agent or close to it with SKYRIZI in UC, and it does pretty well in Crohn's as well. So with the head-to-head data for SKYRIZI versus Entyvio, we see a significant opportunity to continue the momentum beyond just the IL-23 growth and the competition that we've been talking about. The other dynamic that we see there is a modest, I would say, market value driver. It gets a lot of play over this idea”