Daniel Skovronsky: No, excited about the opportunity. There’s lots of work to do in immunology, given the depth of unmet medical needs and the science is great here. So I hope we can continue to bring great drugs to market as we’re doing with mirikizumab. And we hope to do with Lebrikizumab soon and more to come.
Joe Fletcher: Thanks, Evan, for the question. Next question, Paul.
Operator: The next question is coming from Chris Schott from JPMorgan. Chris, your life is live.
Christopher Schott : Great. Thanks so much. Just as we’re thinking about the upcoming tirzepatide obesity approval, just interested in your perspective of how we should anticipate commercial coverage ramping, as we think of maybe the first couple of quarters post launch versus where it could be in a year or two from now, a business how quickly can we think about coverage coming on board? Thank you.
Joe Fletcher: Thanks, Chris. I’ll hand over to Mike to comment on anticipation of commercial coverage over time, Mike?
Michael Mason: Yeah, no, it’s a good question. It will ramp up. We’re trying to be disciplined. And we’re trying to make sure that we bring on access as quickly, as is prudent. And so just like we did with Mounjaro we will take and make sure that we sometimes access has to materialize at an organic pace where it makes sense. And we’ll make sure and use our judgment. So just like with Mounjaro, while we’d love to get out of the gate quickly, most importantly, as a setup for long term success. So you’ll see a kind of a natural ramp up that you would with any new product. And I think it’s important, as you look in the first quarter of our launch last January, when you saw Wegovy resupply. They were resupplying into a market where they already had capacity. So I think when you look at our access, and you look at our volume as we head into next year, you’ll see a ramp up in volume as you see a ramp up in our access.
Joe Fletcher: Thanks, Mike. Paul, next question.
Operator: The next question is from Steve Scala from TD Cowen. Steve your line is live.
Stephen Scala: Oh, thank you very much. A question on why Lilly is evaluating higher doses of tirzepatide. There is risk and adverse event is uncovered and taints the franchise, and of course there are IRA considerations. Does this suggest some reservation about the pipeline either Triple G or orforglipron, the former, which has safety signals, the latter of which took five years to get to Phase 3. It would also be interesting to know whether it’s the exact same molecule or it’s been enhanced in some way. Thank you.
Joe Fletcher: Thanks, Steve for the question, Dan.
Daniel Skovronsky:
orforglipron: So there’s no hesitation or trepidation there at all. I think though notwithstanding those two molecules, which I expect to be great and important contributors to human health, we have, tirzepatide. I’m not exactly sure if we’ve maximized the dose response, if we hit the flat part of the dose response curve yet. It looks like we might be close. But we want to explore it. And so we’re testing the higher doses in Phase 2. I think we’ve had enough patients on this drug for long enough that I expect the risk of uncovering a new safety signal with sort of marginally higher doses is extremely low. So not worried about that at all.
Joe Fletcher: Let me just jump in here maybe on questions like this. And we have a number of research projects and obesity and related mechanisms. In some people ask, well how does this one affect that or whatever. That’s not really the mindset in which we’re pursuing this. We’re — we see ourselves a leader in the space and have a unique opportunity. And our goal is to exploit every single idea till we get data that says we shouldn’t. And so high dose tirzepatide just another version of that. But it doesn’t have a read through to other things. Were just in all the above mode in obesity. Thank you. Paul, next question.
Operator: The next question is from Chris Shibutani from Goldman Sachs, Chris, your line is live.
Chris Shibutani : Thank you. Good morning. In about a week or so we’ll get detailed results from the SELECT cardiovascular outcomes trial, the American Heart meeting. Can you share with us what perhaps three key questions that the Lilly team will be looking at when we get detailed results?
Joe Fletcher: Dan, do you want to weigh in on–?
Daniel Skovronsky: I don’t know. I can start maybe. Maybe Mike has some to add here. Look, I’m excited to see that data, of course, as everyone else’s. But the top line looks good. For me, I think we’re sort of creating now data points on a line that connect the level of weight loss with the degree of cardiovascular benefit. I think this point fits on that line reasonably well. That line which was greater health benefits, including better, a fewer mace outcomes with greater degrees of weight loss bodes very well for Mounjaro data, given the very high degrees of weight loss that we saw in our trials. I’ll leave it at that. See if Mike wants to add.
Michael Mason: Probably the key question I’m looking at is like how much of the effect was driven by drug effect versus weight loss is probably the key question we’re looking at.
Joe Fletcher: Thanks, Dan and Mike. Paul, next question.
Operator: The next question is coming from Carter Gould from Barclays. Carter, your line is live.
Carter Gould : Great. Good morning. Congrats on the progress. May be following on, on the prior question, but maybe more on sort of the impact of the flow data, and your thoughts there. Specifically, you guys have taken sort of a different approach with your more recent assets there in terms of targeting that population. Is Lily’s view that those benefits will accrue to the class and maybe just talk about how you think about targeting that segment down the road? Thank you.
Joe Fletcher: Thanks, Carter for the question. Dan you want to comment on the flow data?
Daniel Skovronsky: Yes, so you’re asking about kidney disease. I mean, I think the profound effect that incretin seem to be having on the kidneys is really a nice and important additive benefit here. This is something that’s been observed with multiple class members now and they expect it will extend into our incretins as well. So it’s exciting and I think proof that these drugs perhaps in addition to weight loss and A1C control, could have other direct metabolic benefits including the kidney.
Joe Fletcher: Paul, next question.
Operator: The next question is coming from Trung Huynh from UBS. Trung your line is live.
