Maurice Riario

Maurice Riario, on behalf of Debjit, asked if the previously stated $20,000 net price for TRYNGOLZA in sHTG remains the base case assumption. He also requested an update on Ionis's blood-brain barrier (BBB) penetrating platforms, specifically VHH and Bicycle delivery systems, and when updates can be expected.

Answer

Kyle Jenne, Chief Global Product Strategy Officer, confirmed that the $20,000 net price was assumed in the greater than $2 billion peak sales estimate, but the final pricing is pending payer research. Brett Monia, CEO, reported excellent progress on BBB work, with the first wholly-owned VHH molecule in manufacturing and IND-supporting toxicology studies anticipated later this year. He expects an update on the BBB strategy in the second half of this year.

Maurice Riario followed up on TRYNGOLZA sHTG pricing, asking if the previously assumed $20,000 net price remains the base case. He also inquired about updates on Ionis's blood-brain barrier (BBB) penetrating platforms, specifically VHH and Bicycle delivery systems, and the expected timeline for updates.

Answer

CEO Brett Monia confirmed that the $20,000 net price is still consistent with the greater than $2 billion peak sales estimate, with final pricing details to be provided after payer research. He also stated that the BBB work is progressing well, with the first wholly-owned VHH molecule in manufacturing and IND-supporting toxicology studies anticipated later this year. Updates on the BBB strategy are expected in the second half of this year.