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Research Analyst at Barclays
Jenna Davidner asked about Xeris's openness or appetite for a settlement in the Recorlev litigation, balancing confidence in the 2040 patent timeframe against the desire to remove any potential overhang that could last several years.
CEO John Shannon declined to comment on legal or litigation strategy.
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XERS's earnings beat/miss a week before the call
Jena Davidner asked about the outlook for operating expenses beyond 2026, specifically whether a similar level of step-up in spend is anticipated or if increases are expected to moderate.
Jeffrey Farrow, Chief Financial Officer and Chief Strategy Officer, indicated that a significant step-up in operating expenses is not expected beyond 2026, absent major business changes. He clarified that variable costs (pharmacy fees, co-pay programs, patient support) would naturally increase with rising revenues, and a potential reduction or pulsing of DTC spend could be explored in 2027 and beyond.
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TARS's earnings beat/miss a week before the call
Jena Davidner inquired about Tarsus' operating expenses beyond 2026, asking if a similar level of step-up is expected or if the increase in OpEx spend would moderate.
Jeffrey Farrow, Chief Financial Officer and Chief Strategy Officer, stated that no big step-up in operating expenses is expected beyond 2026, absent a major change in the business. He noted that certain variable costs would continue to increase with rising revenues, and a potential reduction or pulsing of DTC spend could be explored in 2027 and beyond.
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