Nicole

Nicole asked about the script growth required in fiscal year 2026 to offset the increased gross-to-net impact and inquired about the potential need for companion diagnostics to identify genetic predispositions for MASH if siRNA programs advance. She also asked about the current prevalence of genetic screenings in clinical practice.

Answer

CFO Mardi Dier stated that robust revenue growth is expected for 2026, aligning with current consensus, despite the Q1 impact of typical seasonal effects and new contracting. Chief Medical Officer David Soergel noted that while Rezdiffra doesn't require companion diagnostics, it's too early to determine for combination products, though genetic screening is becoming more common in general clinical care. CEO Bill Sibold emphasized the early stage of the MASH market, with decades of growth and evolution ahead.