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    Denis Reznik • Raymond James

    Denis Reznik's questions to Aquestive Therapeutics Inc (AQST) leadership

    Denis Reznik's questions to Aquestive Therapeutics Inc (AQST) leadership • Q2 2025

    Question

    Denis Reznik of Raymond James asked for a profile of the ideal physician prescriber for Anafilm and whether the company remains confident in achieving 80% payer coverage within six months of launch.

    Answer

    CEO Daniel Barber affirmed confidence in achieving broad and competitive payer coverage. Chief Commercial Officer Sherry Korczynski described the prescriber base as very broad but stated the initial launch focus will be on high-prescribing allergists, who are enthusiastic about the product's innovation and potential to improve patient adherence.

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    Denis Reznik's questions to Aquestive Therapeutics Inc (AQST) leadership • Q1 2025

    Question

    Denis Reznik of Raymond James questioned the ex-U.S. partnership strategy for Anaphylm, specifically regarding regulatory submissions and deal timing, and asked to define the ideal early adopter prescriber profile.

    Answer

    CEO Daniel Barber stated that responsibility for ex-U.S. regulatory submissions is partner-dependent, but Aquestive's team can support or lead the effort. He noted partnership discussions are active but declined to provide a specific timeline. Executive Sherry Korczynski described the ideal early adopter as a physician who sees many allergy patients and hears feedback about the inconvenience of current devices. She cited market research showing 95% of physicians believe a film option fills an unmet need.

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    Denis Reznik's questions to Pacira Biosciences Inc (PCRX) leadership

    Denis Reznik's questions to Pacira Biosciences Inc (PCRX) leadership • Q2 2025

    Question

    Denis Reznik from Raymond James requested an update on ex-US partnership discussions, sought more color on the significance of the three-year data for PCRX-201, and asked for details on the ongoing Phase II ASCEND study, including site counts.

    Answer

    CEO Frank Lee confirmed active and progressive dialogues for ex-US partnerships as part of the '5x30' strategy. He highlighted the significant excitement around the three-year PCRX-201 data, noting its rarity in OA studies. He also stated the ASCEND study enrollment is progressing well, with Part A expected to complete by year-end and initial data anticipated in late 2026 or early 2027.

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