Michael DeFiori

“You said in the past that label and post-marketing conversations typically start a couple months out prior to Bidufa. Has that process begun and has anything in the, at least your initial conversation changed in terms of what you expect to negotiate in the label?”

“You frequently referenced that the, I guess, prevalent patient pool in the U.S. is 27,000. So, I guess my question is how many of those patients are actively managed, identifiable, and realistically adjustable by your commercial infrastructure at this point?”

“Roche recently said that anti-CD20 competition was running above expectations and moved Ocrevus growth to the end of its range, to the low end of its range. Are you seeing acceleration in Breyambi's share gains and is that coming more from Ocrevus switches or treatment-naive starts?”

“At your December impact call, you said that there was no obvious path to reevaluate the 24-week biopsy data in an AIIM mesh lab. That said, the easel poster now says quantitative digital pathology showed fibrosis regression at 24 weeks.”

“Two questions for me regarding your antibody drug conjugate. Your ADC-IP names a broad set of specific drugs, it seems, from across pharma pipelines. is that package itself driving partner engagement or are the discussions still largely target specific?”