CLAIM #48428 · Pfizer Inc (PFE) · 2024Q2 earnings call · Jul 30, 2024 · due Dec 31, 2024
“So we do think that the opportunity set expands.”
Aamir Malik · EVP, Chief U.S. Commercial Officer
In context
“space so far. And in terms of timing, right now with everything we know we are the only one with 2b data on an oral GLP-1 after, of course, Lilly. So right now for everything we know, we should be the second after Lilly if DANUBE progressed into registration enabling studies. Now let's go to RSV, Aamir. Aamir Malik: So Chris, what I would say is we are only in the second season now of a expanding market, right. So you had the first season last year, this year with the ACIP recommendation. As I mentioned earlier, we think that that provides clarity and it strengthens the need for those identified in the recommendation to get a vaccine. And we've had another six months plus of opportunity to educate HCPs as well as consumers, and we see growing relevancy and urgency of people to vaccinate. So we do think that the opportunity set expands. Albert Bourla: Thank you. Operator, next question. Operator: The next question comes from Tim Anderson with Wolfe Research. Tim Anderson: Thank you. Going back to IRA, so CMS is bound to make the disclosure of negotiated prices on this first list of ten drugs a very big production, it will claim it's a major win over the industry. Of course, it depends on how those prices compare to net prices, not list. My understanding is it's possible we get this news from CMS earlier than September 1st, possibly this week ahead of the congressional recess in early August. Do you agree it's possible we might get this news early? Thank you. Albert Bourla: I don't know. They have the decision making, so they will do what they think. I can't comment on that. I know have discussed that thing, but – so I wi”
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SEC filings for PFE ↗ · Claim quote is verbatim from the 2024Q2 earnings call.