John Wallman

John Wallman asked about the company's expectations for the ultimate number of patients who will trial EKTERLY, specifically whether adoption will be broad across low-burden patients or remain primarily with high-burden patients. He also requested a reminder of the expected range for gross-to-net.

Answer

Ben Palleiko, Chief Executive Officer, expressed a fundamental expectation that oral therapies will displace injectables, believing EKTERLY's benefits will drive broad adoption over time, even among lower-burden patients, given high patient satisfaction. Nicole Sweeney, Chief Commercial Officer, supported this, noting market research indicates high satisfaction across all burden levels. Brian Piekos, Chief Financial Officer, stated that the expected gross-to-net average is in the upper teens to low 20s.

John Wallman asked about expectations for the ultimate number of patients trialing EKTERLY, specifically whether it would be broad across low-burden patients or primarily high-burden patients over time. He also requested a reminder of the expected gross-to-net range.

Answer

Ben Palleiko (CEO) expressed a fundamental expectation for oral therapies to displace injectables across all burden levels, citing EKTERLY's benefits and high patient satisfaction. Nicole Sweeny (Chief Commercial Officer) added that high satisfaction ratings are observed across all patient burden levels and with patient support services. Brian Piekos (CFO) stated that expected gross-to-net growth is in the upper teens to low 20s.