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    Felix Ampomah • Stephens Inc.

    Felix Ampomah's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership

    Felix Ampomah's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q1 2025

    Question

    Felix Ampomah of Stephens requested color on the current market penetration for FIRDAPSE in the LEMS market and asked about the key factors expected to drive penetration higher, given the initiatives to increase diagnosis.

    Answer

    President and CEO Richard Daly estimated the total addressable market for LEMS at approximately $1.2 billion, implying a current market penetration of around 25%. Both Mr. Daly and CCO Jeffrey Del Carmen expressed confidence in sustained growth, highlighting significant remaining opportunity in both the idiopathic and the cancer-associated LEMS segments, which they aim to capture through ongoing commercial and diagnostic initiatives.

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    Felix Ampomah's questions to Catalyst Pharmaceuticals Inc (CPRX) leadership • Q4 2024

    Question

    Felix Ampomah, on for Sudan Loganathan, asked about FIRDAPSE's current market penetration percentage in the LEMS market and what potential label expansion opportunities exist for AGAMREE from the SUMMIT trial.

    Answer

    CEO Richard Daly estimated FIRDAPSE's current market penetration at approximately 30%, based on $306 million in 2024 sales against a potential addressable market of over $1 billion. He emphasized there is tremendous upside. Regarding the SUMMIT trial, Chief Medical Officer Dr. Gary Ingenito explained its primary goal is to generate long-term safety and differentiation data on parameters like bone health and growth, which will be disseminated quickly via publications and presentations. While a label change is a possibility depending on the data's strength, the immediate focus is on providing this information to prescribers.

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