Analyst
Bank of America
Equibles does not estimate personal net worth.
Geoff Meacham is recorded as Analyst at Bank of America. Geoff Meacham has spoken on 4 earnings calls across 3 companies, most recently for ELI LILLY & Co on February 2, 2023. Those appearances were for ELI LILLY & Co (LLY), Bristol Myers Squibb Co (BMY) and Vertex Pharmaceuticals Inc (VRTX). The companies whose calls Geoff Meacham spoke on are classified in the Healthcare sector.
“Dan I know you have SURMOUNT-4 coming up which is the maintenance study but how has your thinking evolved if at all on the potential duration of tirzepatide use either based on longer exposure from clinical studies or in the real world?”
“Mike, you mentioned a low switch rate to Mounjaro from Trulicity, but what was the driver of sequential trends for Trulicity? And maybe how do you see cannibalization playing out in the next few years?”
“For some of the new launches, are there any metrics you guys can provide that show the wins in access and reimbursement? Mostly talking about cell therapies and Zeposia.”
“Stuart, when I look at the guidance, the run rate is higher than your guidance. Is the delta primarily from the expected decline from SYMDEKO and ORKAMBI, just switching to TRIKAFTA or is it that you guys are being conservative?”
Bank of America
Analyst
Source not stated
LLY
Drug Manufacturers - General · Healthcare
Drug Manufacturers - General · Healthcare
