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Moritz Reiterer

Research Analyst at Guggenheim Securities

Moritz Reiterer's questions to SOLENO THERAPEUTICS (SLNO) leadership

Question · Q4 2025

Moritz Reiterer inquired about the potential peak market penetration for VYKAT XR in the U.S. PWS market and the anticipated dosing and tolerability profile of DCCR in Glycogen Storage Disease Type I (GSD I).

Answer

Anish Bhatnagar, Chairman and CEO, suggested that a higher penetration (e.g., 40-50%) is not unreasonable for PWS given the current competitive landscape. For GSD I, he noted that initial trials would assess dosing, expecting it to be in a similar range to PWS, with potentially more dosing flexibility due to fewer comorbidities.

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Question · Q4 2025

Moritz Reiterer inquired about the potential peak market penetration percentage for VYKAT XR in the U.S. PWS market and also asked about the expected dosing and tolerability of the drug in Glycogen Storage Disease Type I (GSD I) patients.

Answer

Anish Bhatnagar, Chairman and CEO, suggested that a 40-50% penetration is not unreasonable for VYKAT XR in PWS, especially without current competitors. For GSD I, he noted that dosing would be part of the first trial, expecting it to be in a similar range to PWS, with potentially more room to dose due to fewer comorbidities.

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