Paul Chiaramonte

Paul Chiaramonte asked about the trends in new patient additions for AMVUTTRA in early 2026, specifically inquiring about the mix of first-line use for patisiran versus tafamidis switches, and how these dynamics are factored into the company's 2026 guidance.

Answer

CEO Yvonne Greenstreet expressed satisfaction with the AMVUTTRA launch and its potential to build a long-term franchise. Chief Commercial Officer Tolga Tanguler highlighted that confidence in the 2026 guidance stems from improved first-line access, strengthening physician and patient preference, and sustained category growth, noting these positive trends have continued into the year.

Paul Chiaramonte asked about the early 2026 trends for new patient additions, the mix of first-line AMVUTTRA versus tafamidis switches, how these dynamics are expected to evolve throughout the year, and their assumptions within the company's guidance.

Answer

Yvonne Greenstreet, CEO, expressed satisfaction with the AMVUTTRA launch, noting its strong start and potential to exceed analog performance. Tolga Tanguler, Chief Commercial Officer, reinforced confidence in the guidance, citing improved first-line access, strengthening physician and patient preference, and continued category growth as key fundamentals that have persisted into 2026.