2026-07-24 Arista
Jul 24, 2026 04:40
· 29:23
· English
· Whisper Turbo
· 3 דוברים
תעתיק זה פג תוקף ב 11 ימים.
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0:00
S…
Speaker 2 (2026-07-24 Arista)
I think early babies took some. Yeah.
0:03
S…
Speaker 1 (2026-07-24 Arista)
and then and then we brought this together again
0:07
S…
Speaker 1 (2026-07-24 Arista)
andrea because yesterday yesterday was
0:12
S…
Speaker 1 (2026-07-24 Arista)
black right and based upon what we want to
0:16
S…
Speaker 1 (2026-07-24 Arista)
do and deliver our roll -up this afternoon i wanted to
0:20
S…
Speaker 1 (2026-07-24 Arista)
before we even say we have the 100
0:32
S…
Speaker 1 (2026-07-24 Arista)
like a mini audit of their recent discovery plan.
0:35
S…
Speaker 1 (2026-07-24 Arista)
Are we clear there's nothing that will block our IVDR
0:39
S…
Speaker 1 (2026-07-24 Arista)
acceleration implementation when we move from this week?
0:44
S…
Speaker 1 (2026-07-24 Arista)
So I think we just need to
0:48
S…
Speaker 1 (2026-07-24 Arista)
kind of deep dive into Arista,
0:50
S…
Speaker 1 (2026-07-24 Arista)
get the understanding what is,
0:53
S…
Speaker 1 (2026-07-24 Arista)
if it's going to be supplied,
0:55
S…
Speaker 1 (2026-07-24 Arista)
do we need to convert to the compact to disrupt the IBDR
0:59
S…
Speaker 1 (2026-07-24 Arista)
transition once we start all those activities which are in
1:03
S…
Speaker 1 (2026-07-24 Arista)
the pipeline to start in 26,
1:05
S…
Speaker 1 (2026-07-24 Arista)
27.
1:05
S…
Speaker 1 (2026-07-24 Arista)
So,
1:06
S…
Speaker 1 (2026-07-24 Arista)
yeah.
1:07
S…
Speaker 1 (2026-07-24 Arista)
And then once we finish that,
1:11
S…
Speaker 1 (2026-07-24 Arista)
Andrea, the next thing would be to look at
1:15
S…
Speaker 1 (2026-07-24 Arista)
the lockers,
1:16
S…
Speaker 1 (2026-07-24 Arista)
the issues,
1:17
S…
Speaker 1 (2026-07-24 Arista)
in order to understand what will be deliverable
1:21
S…
Speaker 1 (2026-07-24 Arista)
in terms of the checkbook we sent up yesterday,
1:25
S…
Speaker 1 (2026-07-24 Arista)
because your feedback is between that is...
1:37
S…
Speaker 1 (2026-07-24 Arista)
to get there we have to
1:41
S…
Speaker 1 (2026-07-24 Arista)
prepare the breakdown of the blockers and the issues
1:45
S…
Speaker 1 (2026-07-24 Arista)
so we can really create a
1:50
S…
Speaker 2 (2026-07-24 Arista)
Perfect.
1:50
S…
Speaker 2 (2026-07-24 Arista)
And I suppose going on is the fact that Katrina's been back with us right now.
1:54
S…
Speaker 2 (2026-07-24 Arista)
They were here yesterday as well with Damien and Leo.
1:57
S…
Speaker 2 (2026-07-24 Arista)
And I presented the
2:02
S…
Speaker 2 (2026-07-24 Arista)
Curse Downerside program as I had it before
2:06
S…
Speaker 2 (2026-07-24 Arista)
we reached out to the products this weekend and updated them to what the team...
2:12
S…
Speaker 2 (2026-07-24 Arista)
are able to work on or what they're able to commit to.
2:14
S…
Speaker 2 (2026-07-24 Arista)
So when I presented that information to them all,
2:18
S…
Speaker 2 (2026-07-24 Arista)
they weren't aligned at all either.
2:20
S…
Speaker 2 (2026-07-24 Arista)
So this goes above and beyond,
2:22
S…
Speaker 2 (2026-07-24 Arista)
Petrina, I suppose,
2:23
S…
Speaker 2 (2026-07-24 Arista)
from an alignment point of view,
2:24
S…
Speaker 2 (2026-07-24 Arista)
and I suppose I want the team to be aware of that,
2:26
S…
Speaker 2 (2026-07-24 Arista)
that the expectations from the correct actors are that we're going
2:30
S…
Speaker 2 (2026-07-24 Arista)
to deliver the right to you as much as possible in 2027,
2:34
S…
Speaker 2 (2026-07-24 Arista)
and that workload should not be sitting in 2028 or 2029.
2:40
S…
Speaker 2 (2026-07-24 Arista)
So whatever we need to do to deliver the murder,
2:43
S…
Speaker 2 (2026-07-24 Arista)
we need to document,
2:45
S…
Speaker 2 (2026-07-24 Arista)
elevate,
2:47
S…
Speaker 2 (2026-07-24 Arista)
and make it happen.
2:50
S…
Speaker 1 (2026-07-24 Arista)
Andrea,
2:53
S…
Speaker 1 (2026-07-24 Arista)
I think just to look at two things there.
2:56
S…
Speaker 1 (2026-07-24 Arista)
One, and maybe when we start,
2:58
S…
Speaker 1 (2026-07-24 Arista)
let's do that,
3:00
S…
Speaker 1 (2026-07-24 Arista)
because to deep dive the blocker,
3:03
S…
Speaker 1 (2026-07-24 Arista)
one fundamental thing is an alliance strategy which is
3:07
S…
Speaker 1 (2026-07-24 Arista)
needed tomorrow.
3:09
S…
Speaker 1 (2026-07-24 Arista)
that's why that's why if you don't have that then i cannot
3:13
S…
Speaker 1 (2026-07-24 Arista)
guarantee or the team will not be able to guarantee that we can start
3:17
S…
Speaker 1 (2026-07-24 Arista)
any of those registration updates on schedule that's why the
3:21
S…
Speaker 1 (2026-07-24 Arista)
second is we need we need to remove
3:26
S…
Speaker 1 (2026-07-24 Arista)
all of the blocks
3:44
S…
Speaker 1 (2026-07-24 Arista)
I think we have to drill down to where it's really making sense.
3:49
S…
Speaker 1 (2026-07-24 Arista)
And I think there's certainty that we can deliver because a lot of work,
3:52
S…
Speaker 1 (2026-07-24 Arista)
the team went through a lot of work to bring it up to this stage.
3:56
S…
Speaker 2 (2026-07-24 Arista)
There's blockers
4:01
S…
Speaker 2 (2026-07-24 Arista)
there that we need to get alignment on.
4:03
S…
Speaker 2 (2026-07-24 Arista)
I did speak briefly to Siobhan yesterday as well.
4:06
S…
Speaker 2 (2026-07-24 Arista)
around the EuroColor and what we need to do from the QI and
4:10
S…
Speaker 2 (2026-07-24 Arista)
stability issues.
4:11
S…
Speaker 2 (2026-07-24 Arista)
And she's aligned to the discussion,
4:12
S…
Speaker 2 (2026-07-24 Arista)
12 months makes sense,
4:15
S…
Speaker 2 (2026-07-24 Arista)
and that's what we should be progressing with.
4:17
S…
Speaker 2 (2026-07-24 Arista)
And I did raise the concerns about how to frame that
4:21
S…
Speaker 1 (2026-07-24 Arista)
up to you.
4:21
S…
Speaker 2 (2026-07-24 Arista)
It's going to be a different conversation than what we've had with.
4:25
S…
Speaker 2 (2026-07-24 Arista)
build their products and kind of stuff as well so you know
4:31
S…
Speaker 2 (2026-07-24 Arista)
it's what do we need to do the team to get those alignments and what do the exec leaders or or the
4:35
S…
Speaker 2 (2026-07-24 Arista)
super leaders need to do to get those alignments for us so we can progress
4:39
S…
Speaker 2 (2026-07-24 Arista)
so that is the likes of the hiv so if we're
4:44
S…
Speaker 2 (2026-07-24 Arista)
setting capacity as a constraint
4:57
S…
Speaker 1 (2026-07-24 Arista)
Okay. Okay. Thanks, Senator.
5:00
S…
Speaker 2 (2026-07-24 Arista)
So let's start then with just getting,
5:03
S…
Speaker 2 (2026-07-24 Arista)
so the QI,
5:04
S…
Speaker 2 (2026-07-24 Arista)
is there any question regarding the QI?
5:07
S…
Speaker 2 (2026-07-24 Arista)
Are you clear?
5:07
S…
Speaker 1 (2026-07-24 Arista)
Yeah.
5:32
S…
Speaker 2 (2026-07-24 Arista)
the qi yesterday that we discussed so thanks again for all the work
5:36
S…
Speaker 2 (2026-07-24 Arista)
that went in to get this to the stage now do we do we
5:41
S…
Speaker 2 (2026-07-24 Arista)
have any questions or any um clarity that
5:45
S…
Speaker 2 (2026-07-24 Arista)
we need to get the unit to complete her activities do
5:49
S…
Speaker 2 (2026-07-24 Arista)
you have any open questions
6:01
S…
Speaker 1 (2026-07-24 Arista)
I need to remove and then assign the approver to go next
6:06
S…
Speaker 2 (2026-07-24 Arista)
day. Okay, and then you would be able to release it.
6:10
S…
Speaker 2 (2026-07-24 Arista)
Okay.
6:10
S…
Speaker 2 (2026-07-24 Arista)
So that's the part we have here for the
6:15
S…
Speaker 2 (2026-07-24 Arista)
state release.
6:16
S…
Speaker 2 (2026-07-24 Arista)
This is a conversation now between you,
6:19
S…
Speaker 2 (2026-07-24 Arista)
them, and Sanvi.
6:29
S…
Speaker 2 (2026-07-24 Arista)
maybe could you just confirm with mandy before today
6:33
S…
Speaker 2 (2026-07-24 Arista)
that that had been done i suppose she'll see the final
6:37
S…
Speaker 2 (2026-07-24 Arista)
okay okay so let's
6:42
S…
Speaker 2 (2026-07-24 Arista)
move then to
6:48
S…
Speaker 2 (2026-07-24 Arista)
Let's then move over to ARISTA.
6:50
S…
Speaker 2 (2026-07-24 Arista)
And I think,
6:51
S…
Speaker 2 (2026-07-24 Arista)
just to level set,
6:53
S…
Speaker 2 (2026-07-24 Arista)
the IBDR program wants to understand clearly
6:57
S…
Speaker 2 (2026-07-24 Arista)
what is the change
7:02
S…
Speaker 2 (2026-07-24 Arista)
scope with ARISTA now and if there is any
7:06
S…
Speaker 2 (2026-07-24 Arista)
risk impact to the IBDR program.
7:08
S…
Speaker 2 (2026-07-24 Arista)
I think supply,
7:10
S…
Speaker 2 (2026-07-24 Arista)
so maybe we start talking about that.
7:13
S…
Speaker 2 (2026-07-24 Arista)
I think you'll have it on the slide.
7:37
S…
Speaker 1 (2026-07-24 Arista)
So, can I explain a little bit here?
7:40
S…
Speaker 2 (2026-07-24 Arista)
Under ISTA,
7:41
S…
Speaker 1 (2026-07-24 Arista)
we have two different change issues.
7:44
S…
Speaker 1 (2026-07-24 Arista)
And one is military site relocation,
7:47
S…
Speaker 1 (2026-07-24 Arista)
which is from Pennsylvania to Texas.
7:50
S…
Speaker 1 (2026-07-24 Arista)
And then when we begin to site relocation,
7:54
S…
Speaker 1 (2026-07-24 Arista)
the legal entity name change has just popped up last year.
7:58
S…
Speaker 1 (2026-07-24 Arista)
So,
7:59
S…
Speaker 1 (2026-07-24 Arista)
we separated phase,
8:01
S…
Speaker 1 (2026-07-24 Arista)
change over phase.
8:05
S…
Speaker 1 (2026-07-24 Arista)
So,
8:06
S…
Speaker 1 (2026-07-24 Arista)
from 15 years old,
8:08
S…
Speaker 1 (2026-07-24 Arista)
you know it's up there.
8:22
S…
Speaker 1 (2026-07-24 Arista)
Again, four has already been invented,
8:24
S…
Speaker 1 (2026-07-24 Arista)
which means over and over since registration has already done.
8:28
S…
Speaker 1 (2026-07-24 Arista)
Only one single,
8:29
S…
Speaker 1 (2026-07-24 Arista)
which of us to other green schools,
8:33
S…
Speaker 1 (2026-07-24 Arista)
which means non -critical engineers.
8:35
S…
Speaker 1 (2026-07-24 Arista)
But it will be implemented by end
8:39
S…
Speaker 1 (2026-07-24 Arista)
of the year.
8:40
S…
Speaker 1 (2026-07-24 Arista)
So from for changing,
8:42
S…
Speaker 1 (2026-07-24 Arista)
initiates,
8:43
S…
Speaker 1 (2026-07-24 Arista)
and there is no longer about every class.
9:14
S…
Speaker 2 (2026-07-24 Arista)
Yeah, yeah, yeah.
9:17
S…
Speaker 2 (2026-07-24 Arista)
What do we need to know here,
9:20
S…
Speaker 2 (2026-07-24 Arista)
here, before we can say yes,
9:22
S…
Speaker 2 (2026-07-24 Arista)
we have no.
9:23
S…
Speaker 1 (2026-07-24 Arista)
We will have to understand exactly
9:30
S…
Speaker 1 (2026-07-24 Arista)
what the changes are.
9:31
S…
Speaker 1 (2026-07-24 Arista)
Yeah,
9:32
S…
Speaker 1 (2026-07-24 Arista)
I know you guys are there,
9:34
S…
Speaker 1 (2026-07-24 Arista)
but we were going to,
9:36
S…
Speaker 1 (2026-07-24 Arista)
we don't believe it.
9:37
S…
Speaker 1 (2026-07-24 Arista)
So,
9:39
S…
Speaker 1 (2026-07-24 Arista)
objective evidence,
9:40
S…
Speaker 1 (2026-07-24 Arista)
this is there,
9:42
S…
Speaker 1 (2026-07-24 Arista)
and it's impacting all of these chapters.
9:45
S…
Speaker 1 (2026-07-24 Arista)
Okay.
9:46
S…
Speaker 1 (2026-07-24 Arista)
Okay.
9:47
S…
Speaker 1 (2026-07-24 Arista)
And then we will be
9:52
S…
Speaker 1 (2026-07-24 Arista)
good to assess internationally.
9:54
S…
Speaker 1 (2026-07-24 Arista)
Should we do this?
10:00
S…
Speaker 1 (2026-07-24 Arista)
What do you think will be?
10:01
S…
Speaker 1 (2026-07-24 Arista)
What do we need to do now?
10:04
S…
Speaker 1 (2026-07-24 Arista)
Will it impact your organization?
10:06
S…
Speaker 1 (2026-07-24 Arista)
Maybe they just want to say,
10:08
S…
Speaker 1 (2026-07-24 Arista)
oh no,
10:08
S…
Speaker 1 (2026-07-24 Arista)
that's fine.
10:09
S…
Speaker 1 (2026-07-24 Arista)
We just need to do educational education.
10:11
S…
Speaker 1 (2026-07-24 Arista)
That would be the best.
10:13
S…
Speaker 1 (2026-07-24 Arista)
That would be the best.
10:14
S…
Speaker 1 (2026-07-24 Arista)
All right.
10:15
S…
Speaker 1 (2026-07-24 Arista)
All right.
10:16
S…
Speaker 1 (2026-07-24 Arista)
But I think the personal impact is
10:20
S…
Speaker 1 (2026-07-24 Arista)
that it is a meaningful change.
10:21
S…
Speaker 1 (2026-07-24 Arista)
Both to me as well as international.
10:31
S…
Speaker 1 (2026-07-24 Arista)
We might need to check if this change is going
10:35
S…
Speaker 1 (2026-07-24 Arista)
to be minor or safer,
10:36
S…
Speaker 1 (2026-07-24 Arista)
but what we resist and we are going to force
10:40
S…
Speaker 1 (2026-07-24 Arista)
it is going to be a legal entity need change.
10:42
S…
Speaker 1 (2026-07-24 Arista)
Yes,
10:43
S…
Speaker 1 (2026-07-24 Arista)
I understand,
10:44
S…
Speaker 1 (2026-07-24 Arista)
but what is important to this point of view?
10:48
S…
Speaker 1 (2026-07-24 Arista)
Does that need to change the decision?
10:51
S…
Speaker 1 (2026-07-24 Arista)
Is it fine?
10:54
S…
Speaker 1 (2026-07-24 Arista)
Is it fine?
10:57
S…
Speaker 1 (2026-07-24 Arista)
Or is it not?
10:59
S…
Speaker 1 (2026-07-24 Arista)
And I think that's what we need to do.
11:02
S…
Speaker 1 (2026-07-24 Arista)
Is this going to be a problem for us to start a new registration internationally?
11:07
S…
Speaker 1 (2026-07-24 Arista)
Or not?
11:08
S…
Speaker 1 (2026-07-24 Arista)
And when it's going to meet you,
11:12
S…
Speaker 1 (2026-07-24 Arista)
is it somewhere in 2018?
11:15
S…
Speaker 1 (2026-07-24 Arista)
Right now it's not.
11:19
S…
Speaker 1 (2026-07-24 Arista)
Yes,
11:20
S…
Speaker 1 (2026-07-24 Arista)
that's because...
11:42
S…
Speaker 1 (2026-07-24 Arista)
We're looking at the target approach.
11:46
S…
Speaker 1 (2026-07-24 Arista)
We are just really beginning all of them in 27.
11:50
S…
Speaker 1 (2026-07-24 Arista)
If those products,
11:52
S…
Speaker 1 (2026-07-24 Arista)
most of them are,
11:52
S…
Speaker 1 (2026-07-24 Arista)
except for the six months,
11:55
S…
Speaker 1 (2026-07-24 Arista)
most of them are like 14 months average.
11:58
S…
Speaker 1 (2026-07-24 Arista)
Yeah.
11:58
S…
Speaker 1 (2026-07-24 Arista)
Yeah. But that is just when there are brokers delaying them.
12:02
S…
Speaker 1 (2026-07-24 Arista)
So,
12:03
S…
Speaker 1 (2026-07-24 Arista)
you see what we're planning on next year.
12:07
S…
Speaker 1 (2026-07-24 Arista)
So, if we lay in the administration,
12:11
S…
Speaker 1 (2026-07-24 Arista)
let's say we're saying January 28th,
12:14
S…
Speaker 1 (2026-07-24 Arista)
it's a disaster to start,
12:15
S…
Speaker 1 (2026-07-24 Arista)
and we move it out from this movie.
12:18
S…
Speaker 1 (2026-07-24 Arista)
That's
12:22
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Speaker 1 (2026-07-24 Arista)
a success international environment.
12:25
S…
Speaker 1 (2026-07-24 Arista)
And where does this change?
12:44
S…
Speaker 1 (2026-07-24 Arista)
Is there a CR for this change already?
12:48
S…
Speaker 1 (2026-07-24 Arista)
Yeah.
13:03
S…
Speaker 1 (2026-07-24 Arista)
is that why are there two
13:08
S…
Speaker 1 (2026-07-24 Arista)
different seals
13:09
S…
Speaker 1 (2026-07-24 Arista)
Because the subjective material is different.
13:13
S…
Speaker 1 (2026-07-24 Arista)
The what?
13:14
S…
Speaker 1 (2026-07-24 Arista)
Subjective material.
13:15
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Speaker 1 (2026-07-24 Arista)
One is for SN036,
13:18
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Speaker 1 (2026-07-24 Arista)
one is for SN024.
13:20
S…
Speaker 1 (2026-07-24 Arista)
And back then,
13:22
S…
Speaker 1 (2026-07-24 Arista)
there had some of the materials.
13:26
S…
Speaker 1 (2026-07-24 Arista)
We had no choice to separate seals
13:31
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Speaker 1 (2026-07-24 Arista)
to proceed with SN036 first,
13:33
S…
Speaker 1 (2026-07-24 Arista)
so that we could get the new materials.
13:38
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Speaker 1 (2026-07-24 Arista)
as soon as possible.
13:39
S…
Speaker 1 (2026-07-24 Arista)
That is phase one.
13:41
S…
Speaker 1 (2026-07-24 Arista)
I need to correct all the materials.
13:44
S…
Speaker 1 (2026-07-24 Arista)
Could you put the size of the picture?
13:50
S…
Speaker 1 (2026-07-24 Arista)
Let's see the scope
13:55
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Speaker 1 (2026-07-24 Arista)
of each open seal.
13:58
S…
Speaker 1 (2026-07-24 Arista)
So two materials in the first one.
14:02
S…
Speaker 1 (2026-07-24 Arista)
The second one,
14:06
S…
Speaker 1 (2026-07-24 Arista)
too
14:10
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Speaker 1 (2026-07-24 Arista)
many.
14:11
S…
Speaker 1 (2026-07-24 Arista)
is there any is there any is there any yeah so yeah because malaria
14:15
S…
Speaker 1 (2026-07-24 Arista)
because malaria hmp2 is in both is in both
14:19
S…
Speaker 1 (2026-07-24 Arista)
co's
14:54
S…
Speaker 1 (2026-07-24 Arista)
following the journal reviewer.
15:00
S…
Speaker 2 (2026-07-24 Arista)
in the first product,
15:02
S…
Speaker 2 (2026-07-24 Arista)
product, phase one,
15:04
S…
Speaker 2 (2026-07-24 Arista)
and then you're going to get it.
15:06
S…
Speaker 2 (2026-07-24 Arista)
I just remember where it comes from,
15:07
S…
Speaker 1 (2026-07-24 Arista)
36 and 24,
15:09
S…
Speaker 1 (2026-07-24 Arista)
there are two substances.
15:10
S…
Speaker 2 (2026-07-24 Arista)
Yeah, yeah, yeah.
15:10
S…
Speaker 2 (2026-07-24 Arista)
The second substance does not fit,
15:13
S…
Speaker 2 (2026-07-24 Arista)
but when the CR,
15:15
S…
Speaker 2 (2026-07-24 Arista)
you mentioned does not fit.
15:16
S…
Speaker 2 (2026-07-24 Arista)
No, no,
15:17
S…
Speaker 2 (2026-07-24 Arista)
no, no. That wasn't the name change.
15:19
S…
Speaker 1 (2026-07-24 Arista)
That was the first name for the name change.
15:21
S…
Speaker 1 (2026-07-24 Arista)
Now we're into substances.
15:22
S…
Speaker 1 (2026-07-24 Arista)
Okay.
15:42
S…
Speaker 2 (2026-07-24 Arista)
Well,
15:43
S…
Speaker 1 (2026-07-24 Arista)
I'm just concerned that if these changes
15:47
S…
Speaker 1 (2026-07-24 Arista)
are in the pipeline.
15:51
S…
Speaker 2 (2026-07-24 Arista)
What's going to force us?
15:52
S…
Speaker 1 (2026-07-24 Arista)
Or do we get to a point when we have to switch material?
15:56
S…
Speaker 1 (2026-07-24 Arista)
That would be worst case scenario.
15:57
S…
Speaker 1 (2026-07-24 Arista)
That could either block any of our start
16:01
S…
Speaker 1 (2026-07-24 Arista)
-up activities via VDR because we would have to wait until some
16:05
S…
Speaker 1 (2026-07-24 Arista)
intervention is done.
16:07
S…
Speaker 1 (2026-07-24 Arista)
Or we get to a point where because we have started
16:11
S…
Speaker 1 (2026-07-24 Arista)
the VDR transition,
16:13
S…
Speaker 1 (2026-07-24 Arista)
the supply cannot be mitigated.
16:16
S…
Speaker 1 (2026-07-24 Arista)
That's the worst case.
16:48
S…
Speaker 2 (2026-07-24 Arista)
I propose we are doing IPDR and that is the
16:52
S…
Speaker 2 (2026-07-24 Arista)
situation.
16:53
S…
Speaker 2 (2026-07-24 Arista)
I get it.
16:54
S…
Speaker 2 (2026-07-24 Arista)
But that means we cannot delay IPDR implementation.
16:58
S…
Speaker 2 (2026-07-24 Arista)
And that is something we have been facing over
17:02
S…
Speaker 2 (2026-07-24 Arista)
and over again.
17:02
S…
Speaker 2 (2026-07-24 Arista)
It must have to be set in
17:07
S…
Speaker 2 (2026-07-24 Arista)
stone because otherwise we will run into the
17:11
S…
Speaker 1 (2026-07-24 Arista)
situation.
17:11
S…
Speaker 2 (2026-07-24 Arista)
And if nobody has to wait until that extent to start international
17:15
S…
Speaker 2 (2026-07-24 Arista)
registration, which we are off -market.
17:18
S…
Speaker 1 (2026-07-24 Arista)
So the question is,
17:20
S…
Speaker 1 (2026-07-24 Arista)
how do we build a model that can give us all this predictability?
17:25
S…
Speaker 1 (2026-07-24 Arista)
So we need to,
17:27
S…
Speaker 1 (2026-07-24 Arista)
because the predictability are not going to help us,
17:29
S…
Speaker 1 (2026-07-24 Arista)
we need to put it in one table.
17:31
S…
Speaker 1 (2026-07-24 Arista)
All these changes impact on current product
17:36
S…
Speaker 1 (2026-07-24 Arista)
or IBDR transition.
17:37
S…
Speaker 1 (2026-07-24 Arista)
And we need to be able to either filter it out,
17:40
S…
Speaker 1 (2026-07-24 Arista)
it does or no does.
17:42
S…
Speaker 1 (2026-07-24 Arista)
And then we see where we are at.
17:45
S…
Speaker 2 (2026-07-24 Arista)
Yeah,
17:46
S…
Speaker 2 (2026-07-24 Arista)
but regardless,
17:46
S…
Speaker 2 (2026-07-24 Arista)
one thing that has to happen is whatever we decide has
17:51
S…
Speaker 2 (2026-07-24 Arista)
to be certain stone.
17:52
S…
Speaker 1 (2026-07-24 Arista)
That's what we're trying to get to.
17:56
S…
Speaker 1 (2026-07-24 Arista)
But right now,
17:57
S…
Speaker 1 (2026-07-24 Arista)
if we didn't have this conversation right now,
18:00
S…
Speaker 1 (2026-07-24 Arista)
we would have just left here with this model of a clan
18:05
S…
Speaker 1 (2026-07-24 Arista)
and then come back two months later and there's an arrested discussion.
18:12
S…
Speaker 1 (2026-07-24 Arista)
So we might invest in this and find it out to understand this clearly.
18:16
S…
Speaker 1 (2026-07-24 Arista)
So all the stakeholders who need to contribute can say,
18:20
S…
Speaker 1 (2026-07-24 Arista)
okay, have we looked at this in the best way possible to understand
18:24
S…
Speaker 1 (2026-07-24 Arista)
what is the downstream impact?
18:27
S…
Speaker 1 (2026-07-24 Arista)
And when will this become an issue that would either create
18:31
S…
Speaker 1 (2026-07-24 Arista)
a supply gap or disrupt the IVDR program?
18:35
S…
Speaker 2 (2026-07-24 Arista)
That's what we did.
18:36
S…
Speaker 2 (2026-07-24 Arista)
Do we know?
18:38
S…
Speaker 2 (2026-07-24 Arista)
Yes,
18:42
S…
Speaker 2 (2026-07-24 Arista)
Andre is here.
18:45
S…
Speaker 2 (2026-07-24 Arista)
Andre is here.
18:45
S…
Speaker 1 (2026-07-24 Arista)
Andrea.
18:46
S…
Speaker 1 (2026-07-24 Arista)
Okay.
18:47
S…
Speaker 2 (2026-07-24 Arista)
So,
18:48
S…
Speaker 2 (2026-07-24 Arista)
when I'm going to try to make
18:53
S…
Speaker 2 (2026-07-24 Arista)
this change.
18:53
S…
Speaker 2 (2026-07-24 Arista)
So,
19:17
S…
Speaker 1 (2026-07-24 Arista)
at the CEO,
19:19
S…
Speaker 1 (2026-07-24 Arista)
the CEO,
19:21
S…
Speaker 1 (2026-07-24 Arista)
the 102,
19:22
S…
Speaker 1 (2026-07-24 Arista)
really started implementing the Q4
19:26
S…
Speaker 1 (2026-07-24 Arista)
2026.
19:28
S…
Speaker 1 (2026-07-24 Arista)
Does that mean that we have to implement this change
19:32
S…
Speaker 1 (2026-07-24 Arista)
to continue to use 10,
19:35
S…
Speaker 1 (2026-07-24 Arista)
10, 0,
19:37
S…
Speaker 1 (2026-07-24 Arista)
24 in those products to continue to
19:41
S…
Speaker 1 (2026-07-24 Arista)
produce?
19:41
S…
Speaker 1 (2026-07-24 Arista)
Is that what that is saying?
19:43
S…
Speaker 1 (2026-07-24 Arista)
This one.
19:45
S…
Speaker 2 (2026-07-24 Arista)
Sorry,
19:46
S…
Speaker 1 (2026-07-24 Arista)
could you?
19:46
S…
Speaker 1 (2026-07-24 Arista)
I'm looking at this one.
19:49
S…
Speaker 1 (2026-07-24 Arista)
So all these products,
19:55
S…
Speaker 1 (2026-07-24 Arista)
we need to say,
19:56
S…
Speaker 1 (2026-07-24 Arista)
what are these products?
19:58
S…
Speaker 1 (2026-07-24 Arista)
Oh, it's here.
20:00
S…
Speaker 1 (2026-07-24 Arista)
So, could we see those products?
20:02
S…
Speaker 1 (2026-07-24 Arista)
And that means what we're producing today in Q4,
20:06
S…
Speaker 1 (2026-07-24 Arista)
we need to get this
20:10
S…
Speaker 1 (2026-07-24 Arista)
updated before we continue to,
20:13
S…
Speaker 1 (2026-07-24 Arista)
for the 24 and body.
20:16
S…
Speaker 1 (2026-07-24 Arista)
We need to continue to produce that.
20:19
S…
Speaker 1 (2026-07-24 Arista)
We need to get those products,
20:22
S…
Speaker 1 (2026-07-24 Arista)
IBD updated before we can continue.
20:26
S…
Speaker 1 (2026-07-24 Arista)
Otherwise, supply gas.
20:31
S…
Speaker 2 (2026-07-24 Arista)
I mean,
20:32
S…
Speaker 2 (2026-07-24 Arista)
the
20:48
S…
Speaker 1 (2026-07-24 Arista)
best scenario would be that we look in that CEO and it says no,
20:52
S…
Speaker 1 (2026-07-24 Arista)
no, we have to look into that registration.
20:54
S…
Speaker 1 (2026-07-24 Arista)
So you just...
20:56
S…
Speaker 2 (2026-07-24 Arista)
Star
21:02
S…
Speaker 2 (2026-07-24 Arista)
from Darren's team is online.
21:05
S…
Speaker 2 (2026-07-24 Arista)
I'm going to see Dan.
21:05
S…
Speaker 2 (2026-07-24 Arista)
He helps my nurses if I'm going to see if he's able to join.
21:08
S…
Speaker 1 (2026-07-24 Arista)
Thank you.
21:09
S…
Speaker 1 (2026-07-24 Arista)
Thank you, Andrew.
22:02
S…
Speaker 2 (2026-07-24 Arista)
Here's the product,
22:03
S…
Speaker 2 (2026-07-24 Arista)
the other group.
22:05
S…
Speaker 2 (2026-07-24 Arista)
This is actually the whole product,
22:08
S…
Speaker 2 (2026-07-24 Arista)
the ARISA S10 -024.
22:11
S…
Speaker 2 (2026-07-24 Arista)
And those are the product,
22:13
S…
Speaker 2 (2026-07-24 Arista)
and the RSV,
22:15
S…
Speaker 2 (2026-07-24 Arista)
and the HCV,
22:16
S…
Speaker 2 (2026-07-24 Arista)
and C3 separately.
22:18
S…
Speaker 2 (2026-07-24 Arista)
And the other products are like...
22:21
S…
Speaker 2 (2026-07-24 Arista)
I'm now scrolling down here.
22:24
S…
Speaker 2 (2026-07-24 Arista)
Like your HIV
22:29
S…
Speaker 2 (2026-07-24 Arista)
group.
22:32
S…
Speaker 2 (2026-07-24 Arista)
as well as as as well as as as as as as as as as as as as as as as as as as as as as as
22:43
S…
Speaker 2 (2026-07-24 Arista)
as as as as as as as as as as as as as as as
23:26
S…
Speaker 2 (2026-07-24 Arista)
That is the whole product.
23:28
S…
Speaker 1 (2026-07-24 Arista)
I'm on those.
23:30
S…
Speaker 1 (2026-07-24 Arista)
I'm on those.
23:31
S…
Speaker 1 (2026-07-24 Arista)
Goodbye.
23:31
S…
Speaker 1 (2026-07-24 Arista)
Goodbye.
23:45
S…
Speaker 1 (2026-07-24 Arista)
And did they say that most of the countries
23:49
S…
Speaker 1 (2026-07-24 Arista)
were not going to be affected?
23:51
S…
Speaker 1 (2026-07-24 Arista)
Did we have that assessment?
24:02
S…
Speaker 2 (2026-07-24 Arista)
That is why we are planning to make more implementation.
24:19
S…
Speaker 1 (2026-07-24 Arista)
So, Andre,
24:19
S…
Speaker 1 (2026-07-24 Arista)
if they're saying they're converted to manufacturing,
24:24
S…
Speaker 2 (2026-07-24 Arista)
they're converted to manufacturing.
24:27
S…
Speaker 1 (2026-07-24 Arista)
But they understand that if they
24:32
S…
Speaker 1 (2026-07-24 Arista)
have no impact on manufacturing,
24:34
S…
Speaker 1 (2026-07-24 Arista)
then they will,
24:35
S…
Speaker 1 (2026-07-24 Arista)
that's why they have implementation for ULEP.
24:38
S…
Speaker 1 (2026-07-24 Arista)
Could you confirm the CO for
24:42
S…
Speaker 1 (2026-07-24 Arista)
the remaining countries?
24:43
S…
Speaker 1 (2026-07-24 Arista)
There must have been an assessment for all those factories.
24:47
S…
Speaker 1 (2026-07-24 Arista)
products country combination are you aligned with that
24:51
S…
Speaker 1 (2026-07-24 Arista)
no impact or did you where is that impact assessment
24:56
S…
Speaker 1 (2026-07-24 Arista)
country registration now if
25:00
S…
Speaker 1 (2026-07-24 Arista)
that substance s1024 starts to be produced
25:04
S…
Speaker 1 (2026-07-24 Arista)
that's what we're going to send to all those product countries where is
25:09
S…
Speaker 1 (2026-07-24 Arista)
the assessment that says it's okay
25:37
S…
Speaker 1 (2026-07-24 Arista)
We have an impact assessment regulator for that
25:41
S…
Speaker 2 (2026-07-24 Arista)
one. Thank you.
25:44
S…
Speaker 3 (2026-07-24 Arista)
hey guys can i talk to you about
25:48
S…
Speaker 3 (2026-07-24 Arista)
this one this is the last study for two materials is that
25:52
S…
Speaker 1 (2026-07-24 Arista)
correct
26:21
S…
Speaker 3 (2026-07-24 Arista)
So I think what you gave you was that the game and everything will remain the
26:26
S…
Speaker 1 (2026-07-24 Arista)
same.
26:31
S…
Speaker 3 (2026-07-24 Arista)
uh timeline freeze it will be confirmed right and then they will move to
26:35
S…
Speaker 2 (2026-07-24 Arista)
the battle level yeah no
26:49
S…
Speaker 1 (2026-07-24 Arista)
when you're saying if you're saying the guarantee
26:53
S…
Speaker 1 (2026-07-24 Arista)
that we would not have a name until when that we are
27:01
S…
Speaker 3 (2026-07-24 Arista)
Actually, we agreed with Arista that they will continue to supply this
27:06
S…
Speaker 3 (2026-07-24 Arista)
as a risk unless we give them a green light about it.
27:09
S…
Speaker 3 (2026-07-24 Arista)
So, the plan was that once we have the immediate proof and
27:14
S…
Speaker 3 (2026-07-24 Arista)
the freezing timeline is gone,
27:16
S…
Speaker 3 (2026-07-24 Arista)
then what we are going to do is we are going to secure the material at
27:20
S…
Speaker 3 (2026-07-24 Arista)
that point of time,
27:21
S…
Speaker 3 (2026-07-24 Arista)
right?
27:21
S…
Speaker 3 (2026-07-24 Arista)
And then we will initiate the game change here.
27:24
S…
Speaker 3 (2026-07-24 Arista)
So, I don't think there is a constraint on
27:28
S…
Speaker 3 (2026-07-24 Arista)
any of the supply or anything.
27:29
S…
Speaker 3 (2026-07-24 Arista)
So,
27:30
S…
Speaker 2 (2026-07-24 Arista)
yeah.
27:31
S…
Speaker 1 (2026-07-24 Arista)
so we were to
27:35
S…
Speaker 1 (2026-07-24 Arista)
say to have 100 from the ibdr transition
27:40
S…
Speaker 1 (2026-07-24 Arista)
we would not we would we would request that this
27:44
S…
Speaker 1 (2026-07-24 Arista)
change is not mandatory until 2029 at the end of the
27:48
S…
Speaker 1 (2026-07-24 Arista)
ibdr program if we want to have 100 security but
27:52
S…
Speaker 1 (2026-07-24 Arista)
i've seen 2028 here as expected
27:56
S…
Speaker 1 (2026-07-24 Arista)
What does that mean in relation to an agent care that we have in our
28:00
S…
Speaker 1 (2026-07-24 Arista)
business?
28:25
S…
Speaker 2 (2026-07-24 Arista)
which change control has already been current IVDL
28:29
S…
Speaker 2 (2026-07-24 Arista)
implementation.
28:30
S…
Speaker 2 (2026-07-24 Arista)
And that's obviously phase 1.
28:34
S…
Speaker 2 (2026-07-24 Arista)
We can cover phase 1 change
28:39
S…
Speaker 2 (2026-07-24 Arista)
strategy, which is the location change with vendor
28:43
S…
Speaker 2 (2026-07-24 Arista)
still doing business as our staff.
28:46
S…
Speaker 2 (2026-07-24 Arista)
We can keep the material in charge based on current
28:50
S…
Speaker 2 (2026-07-24 Arista)
situation until IVDL to be fully implemented.
29:01
S…
Speaker 2 (2026-07-24 Arista)
we're manufacturing no issue
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