Keith Savon

Keith Savon, on behalf of Sudan Loganathan from Stephens, asked about the current impact of VGCC testing volume on Firdapse sales, despite expectations for initiatives to materialize in the second half. He also inquired about the anticipated impact of the Phase I-A readout on AGAMREE's translational dosing on future plans.

Answer

Jeff Del Carmen, EVP and Chief Commercial Officer, noted a significant 21% year-over-year growth in VGCC tests, primarily from idiopathic LEMS, which contributes 50-60% of new Firdapse enrollments. Rich Daly, President and CEO, then directed the AGAMREE question to Will, a Company Representative. Will clarified that analyses of the Phase I-A data on immunosuppressive biomarkers are expected in the first half of 2026, and the findings will guide specific lifecycle management opportunities for AGAMREE. Mr. Daly added that improved retention rates and physician comfort with AGAMREE are already positively impacting the business.

Keith Savon, on behalf of Sudan Loganathan, inquired about the current impact of VGCC testing volume on Firdapse sales, given that initiatives are expected to fully materialize in the second half of 2026. He also asked about the anticipated impact of the Phase 1a readout on AGAMREE's transitional dosing on future plans for the drug.

Answer

Jeff Del Carmen, EVP and Chief Commercial Officer, noted a 21% year-over-year growth in VGCC tests, primarily from idiopathic LEMS, with 50-60% of new Firdapse enrollments stemming from these leads, and this volume is increasing. Will, Company Representative, clarified that Phase 1a data analyses for AGAMREE are expected in the first half of 2026 (not Q1) and will inform lifecycle management opportunities based on observed immunosuppressive effects. Rich Daly, President and CEO, added that improved retention rates for AGAMREE are already being observed, which could be further enhanced by clearer dosing guidance.