John on for Serge Belanger's questions to CorMedix Inc (CRMD) leadership • Q4 2024
Question
John, on behalf of Serge Belanger, inquired about the current customer revenue mix among the signed MDOs and whether the patients in the upcoming TPN study will have a similar CRBSI susceptibility profile as those in the original LOCK-IT trial.
Answer
Executive Joseph Todisco directed the customer mix question to the 10-K filing, confirming U.S. Renal Care was over 80% of orders through year-end 2024 but is declining as a percentage. Executive Elizabeth Masson-Hurlburt explained the TPN study will enroll adult patients with a CLABSI in the last 12 months, making them highly vulnerable to infection, similar to dialysis patients but with more frequent daily catheter access.