$福泰制药(VRTX)$ MS Conf takes (reshma出来了，Wells fargo就请到了ir):
- 5年批5款产品没问题，甚至能超越
- mfn: 没啥影响，连casgevy大部分也是美国生产，不在17家收到信函的公司之列
- suz: no pain act秋季最新名单可能会包括 (potential risk: 对labeld的分歧，缺postsurgical pain)；dpn第一个ph3不会先readout，预计俩的data会一起读，2h26完成；peak预期：lyrica peak 5b，主要适应症是dpn...之前lyrica也是从dpn走起，所以要批pnp还得先锚定dpn
目标年底签第三大pbm，还在加速入院 (formulary adoption)
- pove: 2h25会发更多ph2 data (but I expect the kind of magnitude of treatment effect on proteinuria and hematuria to remain), basket trial预计也是2h25搞定，除了之前财报提过的仨，会优先考虑gMG.... (And prioritizing for generalized myasthenia gravis means proceeding to a pivotal trial and we are going through our discussions with the FDA for what that looks like, and I'll be able to share more and when that starts in the coming months)
ina p3预计年底入组完成，48w随访；暂无竞品
- casgevy: 符合预期；拓展至中东
- zimi: p3接近完成