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    Benjamin Paluch • Citigroup

    Benjamin Paluch's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership

    Benjamin Paluch's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q1 2025

    Question

    Benjamin Paluch from Citigroup asked about the uptake of FIRDAPSE among small cell lung cancer patients and whether patient screening initiatives were having an impact. He also sought clarity on the expected growth contribution from cancer-associated versus idiopathic LEMS patients in the coming quarters.

    Answer

    Chief Commercial Officer Jeffrey Del Carmen explained that cancer-associated LEMS patients currently represent 20-25% of the FIRDAPSE population. He stated that the primary focus for 2025 is establishing VGCC antibody screening arrangements with GPOs and community oncologists, with significant growth from this segment anticipated in 2026 and beyond, targeting a long-term mix of 30-35%.

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    Benjamin Paluch's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q4 2024

    Question

    Benjamin Paluch, on for Samantha Semenkow, asked about the key factors expected to drive AGAMREE demand in 2025 to meet its guidance and also inquired about the expected revenue contribution from small cell lung cancer (SCLC) patients for FIRDAPSE.

    Answer

    CCO Jeffrey Del Carmen explained that AGAMREE's growth is supported by strong adoption from both prednisone (44%) and EMFLAZA (43%) patient segments. He anticipates an acceleration in enrollments in mid-2025 as a 'queuing effect' from other new DMD therapies resolves. Regarding FIRDAPSE, Del Carmen stated that revenue contribution from the SCLC LEMS segment will be minimal in 2025, as the focus is on implementing screening programs to diagnose the estimated 90% of undiagnosed patients, with growth expected in outer years. CEO Richard Daly added that the company is now pivoting its well-developed KOL strategy to community oncology centers.

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