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    Joshua Fleishman • TD Cowen

    Joshua Fleishman's questions to Krystal Biotech Inc (KRYS) leadership

    Joshua Fleishman's questions to Krystal Biotech Inc (KRYS) leadership • Q2 2025

    Question

    Joshua Fleishman of TD Cowen asked how patient drug holidays might affect the goal of 720 U.S. patients initiating VYJUVEC and questioned the pricing strategy for the European market.

    Answer

    Chairman & CEO Krish Krishnan stated they are on track for the 720-patient number but are a quarter or two behind schedule, now expecting it early next year. SVP & GM for Europe Laurent Goux explained that Germany allows free pricing for the first 12 months, and HTA discussions are proceeding as planned in other key countries.

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    Joshua Fleishman's questions to Amicus Therapeutics Inc (FOLD) leadership

    Joshua Fleishman's questions to Amicus Therapeutics Inc (FOLD) leadership • Q2 2025

    Question

    Joshua Fleishman of TD Cowen posed a multi-part question covering the timeline for the new U.S. manufacturing process, pipeline expansion priorities, Pombility/OpFolda launch expectations as more patients on Nexviazyme reach the two-year reevaluation mark, and the current reimbursement status.

    Answer

    Chief Business Officer Sébastien Martel noted progress on the U.S. drug product facility with Sharp but did not provide specific timelines. President and CEO Bradley Campbell added that reimbursement is proceeding well, with preferred status in key markets like the Netherlands. He confirmed patient switches from Nexviazyme are occurring relative to market share and that future pipeline expansion will focus on late-stage, de-risked assets similar to DMX200.

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