CLAIM #48527 · Pfizer Inc (PFE) · 2024Q4 earnings call · Feb 4, 2025 · due Dec 31, 2025
“there will continue to be favorable affordability conditions. But we do expect that there will be some headwinds... impact that remains to be seen both on switching patients as well as new patient starts.”
Aamir Malik · Chief Commercial Officer
In context
“mmercial dynamics? Where can we see the largest share impact newly prescribed patients or switches? Thank you. Albert Bourla: Thank you, Alex. Aamir? Aamir Malik: Yes. Vynda obviously had very significant momentum in '24. You saw the growth rates and that was due in large part to the commercial efforts and the attention and investment we put behind it. We saw improvement in diagnosis rate as well as new patient starts. And we also did benefit from what was a onetime bolus of annual enrollment patients in the first quarter of '24 due to favorable affordability. So as we look into '25, there's both headwinds and tailwinds, and we're confident in the growth of Vynda, obviously at a different rate than it grew in '24. We do see increased diagnosis education, growth in the prescriber base. And there will continue to be favorable affordability conditions. But we do expect that there will be some headwinds. Obviously, you referred to two new market entrants. That will have some impact that remains to be seen both on switching patients as well as new patient starts. I think it's also important to remember that there will be impact of IRA on Vynda. And the effect that it has on the calendarization of our GTN, with more of the GTN impact coming earlier in the year as we reach the catastrophic phase. Now with all of that said, I think we remain really confident and excited. With Vynda, we've got a robust clinical profile that has data both from the clinical trial and the long-term extension. We've got five-year real-world data on VOWS. We've got strong access, and we are confident in our position as the standard of care. Albert Bourla: And let's move to the last question. Operator: Our last question comes from Tim Anderson with Bank of America. Please go ahead. Tim Anderson: Thank you”
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SEC filings for PFE ↗ · Claim quote is verbatim from the 2024Q4 earnings call.