Question · Q4 2025
Doug Kim asked about the competitive dynamics of the geographic atrophy market, specifically if the complement inhibitor class is holding steady or growing, Apellis's 60% market share, the proportion of new patient starts versus competitors, and the impact of the five-year GALE update on new patient starts or compliance.
Answer
Co-Founder, CEO, and President Cedric Francois stated that it's still early days for GA treatment, and Syfovre is well-positioned competitively with its extensive data, including the five-year GALE results. EVP of Commercial David Acheson confirmed that Syfovre is holding steady at 60% market share, expressing confidence in its competitive strength, particularly with the unique GALE data. He emphasized the company's focus on disciplined execution and innovation to drive uptake, market growth, and continued share growth within the space.
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