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    Jon Block • Stifel, Nicolaus & Company, Incorporated

    Jon Block's questions to Nyxoah SA (NYXH) leadership

    Jon Block's questions to Nyxoah SA (NYXH) leadership • Q2 2025

    Question

    Jon Block of Stifel asked about the key performance indicators Nexeo will track for its GENEO system launch through the end of 2025, and inquired how the company plans to leverage its differentiated product label in its go-to-market strategy.

    Answer

    CFO John Landry stated that Nexeo is tracking leading indicators like the number of trained physicians and value analysis committee (VAC) applications, with more metrics to be shared on future calls. CEO Olivier Talman added that the differentiated label, particularly the data on positional OSA and the lack of a contraindication for complete concentric collapse (CCC), is a significant competitive advantage that will be used to persuade physicians to choose GENEO.

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    Jon Block's questions to Nyxoah SA (NYXH) leadership • Q2 2024

    Question

    Joe Federico, on behalf of Jon Block, questioned the Q2 revenue result, which was below models, and asked if competitor supply issues in prior quarters had played a role. He also sought clarity on the expected timing of FDA approval (late 2024 vs. early 2025) and the planned size of the initial U.S. sales team.

    Answer

    CEO Olivier Taelman attributed the quarterly revenue variability to the small size of the German market, while noting year-over-year growth remains strong. He downplayed the impact of competitor shortages and expressed confidence in second-half growth, partly driven by the ResMed collaboration. Taelman reiterated confidence in a late 2024 FDA approval based on the 180-day review clock but added a prudent mention of early 2025. He confirmed the initial U.S. launch team would consist of 15 territory managers supported by 15 field engineers and specialists.

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