Question · Q3 2025
Brandon Foakes asked about the progression of DefenCath's inpatient opportunity, particularly for 2026, considering Melinta's scale. He also inquired about the NIAID (Telfera) investment, its commercial fit, potential for strong EBITDA accretion, and any required investment if the option is exercised.
Answer
CEO Joe Todisco reported good, steady growth in DefenCath inpatient sales this year, expecting further lift in 2026 as the new combined field team begins promotion in January. He noted better pricing and higher revenue per patient in the inpatient setting. Regarding NIAID, Todisco expressed enthusiasm for the product's fit with the commercial infrastructure and confirmed that while some marketing investment would be required if acquired, it aligns well with existing call points.
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