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    Joe Thomas • Scotiabank

    Joe Thomas's questions to Travere Therapeutics Inc (TVTX) leadership

    Joe Thomas's questions to Travere Therapeutics Inc (TVTX) leadership • Q2 2025

    Question

    Joe Thomas of Scotiabank asked for commentary on the distribution of patient start forms throughout Q2, wondering if there was any lumpiness or acceleration during the quarter and how to think about the trend going forward.

    Answer

    Peter Heerma, Chief Commercial Officer, stated that while there is often month-over-month variability typical for rare diseases, the company saw consistent demand throughout the second quarter, and that this consistent demand continued into July.

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    Joe Thomas's questions to Ocular Therapeutix Inc (OCUL) leadership

    Joe Thomas's questions to Ocular Therapeutix Inc (OCUL) leadership • Q2 2025

    Question

    Joe Thomas, on for Greg Harrison at Scotiabank, asked how investors should view the time to market for axpaxly with a potential superiority label compared to competitors that might launch sooner.

    Answer

    Pravin Dugel, Executive Chairman, President & CEO, emphasized the significant, and currently underappreciated, value of a superiority label. He argued that such a label would place axpaxly in a 'different orbit,' immunizing it from the intense pricing competition among non-inferiority drugs. He stressed that this differentiation would be critical for physicians to ensure patients receive the best care without delay, preventing potential irreversible vision loss.

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    Joe Thomas's questions to Apellis Pharmaceuticals Inc (APLS) leadership

    Joe Thomas's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q2 2025

    Question

    Joe Thomas, on for Greg Harrison at Scotiabank, asked about the evolving competitive landscape for Empaveli in C3G and IC-MPGN, considering competitor studies aimed at expanding their patient populations.

    Answer

    CEO Dr. Cedric Francois emphasized Empaveli's significant competitive advantage stemming from its broad label, which was granted based on the VALIANT study's comprehensive design (including C3G, IC-MPGN, pediatrics, and post-transplant patients). He contrasted this with the competitor needing separate, lengthy trials for these same populations.

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