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    Alex Riesemann • Piper Sandler Companies

    Alex Riesemann's questions to Xeris Biopharma Holdings Inc (XERS) leadership

    Alex Riesemann's questions to Xeris Biopharma Holdings Inc (XERS) leadership • Q2 2025

    Question

    Alex Riesemann from Piper Sandler Companies asked about the long-term spending strategy for RECORLEV, including any plans for near-term headcount or promotional expansion, and whether the company intends to target general practitioners.

    Answer

    CEO John Shannon reiterated the company's commitment, first outlined at its June Investor Day, to continue investing significantly in RECORLEV. He confirmed that Xeris has already begun the process of increasing its commercial footprint to support the product's dynamic growth and will continue making substantial investments over the next several years to build the brand.

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    Alex Riesemann's questions to Supernus Pharmaceuticals Inc (SUPN) leadership

    Alex Riesemann's questions to Supernus Pharmaceuticals Inc (SUPN) leadership • Q2 2025

    Question

    Alex Riesemann of Piper Sandler requested details on the commercial infrastructure supporting ZERZUVEY, including sales force headcount, the number of practitioners being targeted, and any planned changes from Sage's strategy.

    Answer

    CEO Jack Khattar stated that he was not at liberty to discuss the specifics of the ZERZUVEY commercial infrastructure. He explained that such details would need to be discussed with their partner, Biogen, before any public disclosure could be made, but that they may provide color at a later date.

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    Alex Riesemann's questions to Organon & Co (OGN) leadership

    Alex Riesemann's questions to Organon & Co (OGN) leadership • Q2 2025

    Question

    Alex Riesemann of Piper Sandler Companies inquired about future sales and marketing investments for VITAMMA, specifically asking about direct-to-consumer (DTC) campaigns, sales force expansion, and the current number of practitioners and reps supporting the product.

    Answer

    Kevin Ali, CEO & Board Member of Organon, confirmed that new telehealth and DTC campaigns, along with pediatric-focused initiatives, began in July. He stated the company feels comfortable with its second-half investment plans and has expanded its sales force to over 125 representatives to support VITAMMA's growth.

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