Question · Q4 2025
Professor Kashi asked for a ranking of ex-U.S., ex-EU markets like Japan and Brazil by their potential revenue contribution for Sephience, and the timeline for these markets to contribute meaningfully to overall revenue.
Answer
CEO Dr. Matthew Klein and Chief Business Officer Eric Pauwels stated that while the U.S. will continue to drive the majority of revenue, Japan is expected to see first commercial sales in Q2 2026 with more meaningful revenue in the second half, given its high price market and 1,000 PKU patients. Brazil, with over 5,000 diagnosed patients, is anticipated to contribute more meaningfully towards the end of 2026 due to the longer process for named patient programs, despite recent approval.
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