Katie Greifeld
๐ค SpeakerAppearances Over Time
Podcast Appearances
All right.
Well, we're almost in the second quarter, so we'll keep looking for updates there.
I want to talk about pricing as well, because you take a look at this headline.
You see global pricing declines in the low to mid teens.
This caught my eye because, of course, Novo Nordisk came out with that early release yesterday.
And then they said on their earnings call this morning that they're facing unprecedented pricing pressure this year.
So talk us through that, what that means for Eli Lilly and how you plan to make that up.
Well, the dynamic is really interesting between pricing and volume.
Another line in your earnings release that caught my eye was that you take a look at U.S.
revenue.
It increased 43 percent.
That was driven by a 50 percent increase in volume, but it was partially offset by that 7 percent decrease due to those lower realized prices.
So is the hope that, you know, you think about some of the things in the pipeline, the pill being one of them, is the hope that that's going to help expand the market and thus expand volume as you see that price erosion?
And you touched on this a little bit, Lucas, but I do want to talk a little bit more about MFN pricing there.
What impact would you expect that to have on your weight loss sales this year?
All right, fair enough.
And I should bring up Medicare access as well, because expanding Medicare access, that is certainly top of mind for investors.
And I'd love to hear from your perspective, how do you see that wider access impacting the market?
And again, when it comes to the pill, would you expect that to be available to Medicare patients at launch?
And Lucas, before I let you go, one thing that has changed since you and I spoke a couple weeks ago back in January is that your ZipBound QuickPen, it actually won approval last month.