Nazibur Rahman's questions to Aytu Biopharma Inc (AYTU) leadership • Q3 2025
Question
Nazibur Rahman of Maxim Group asked about potential one-time revenue effects, the sustainability of ADHD franchise growth, the recovery potential for the Pediatrics business, gating factors for business development, and the potential impact of tariffs or other legislation.
Answer
Executive Joshua Disbrow confirmed there were no one-time stocking effects, attributing growth to organic performance. He expressed confidence in maintaining and growing ADHD revenue levels. For the Pediatrics business, he projected growth from current levels but likely not back to its peak $25M annualized run rate. Disbrow identified finding the 'right fit' for an acquisition—a commercial-stage CNS asset—as the primary gating factor for business development, noting valuations are somewhat high. He also stated that tariffs would have a 'de minimis' impact due to U.S.-based manufacturing and that the company is monitoring potential regulatory changes around fluoride.