Analyst
TD Cowen
Equibles does not estimate personal net worth.
Steve Scala is recorded as Analyst at TD Cowen. Steve Scala has spoken on 8 earnings calls and 1 other investor event across 4 companies, most recently for Bristol Myers Squibb Co on July 30, 2026. Those appearances were for AbbVie Inc. (ABBV), Bristol Myers Squibb Co (BMY), ELI LILLY & Co (LLY) and Pfizer Inc (PFE). The companies whose calls Steve Scala spoke on are classified in the Healthcare sector.
“First, how will the increased growth of Eloquist in 2026 impact sales in 2027 and beyond? Is it a tailwind, a headwind, or neither in 27? And is any portion of those revenues in 26 sustainable?”
“I have two follow-ups, including on the question just asked. So, Rob, when you say mega blockbuster, I assume that you're implying something north of 20 billion plus.”
“But I don't think this product has grown double-digit in several years, but then will in 2026. And it's still not absolutely clear why there will be a step down in 2027.”
“It is clear that you are confident in SkyRisee and IBD, but the competition is growing very rapidly, and it looks like it's inevitable. It will make an important impact on SkyRisee.”
“2026 revenue guidance is $15 to $20 billion higher than that delivered in 2025. Munjaro and Zeppown are doing great, but we can kind of see their trajectory. Are there scenarios where these incremental sales can be delivered without with 4-gill-pound being a $5 billion product in 2026?”
TD Cowen
Analyst
Source not stated
ABBV
Drug Manufacturers - General · Healthcare
Drug Manufacturers - General · Healthcare
LLY
Drug Manufacturers - General · Healthcare
PFE
Drug Manufacturers - General · Healthcare
