Question · Q3 2025
Raj Selvaraju asked for details on how the Crysvita royalty transaction came to be and whether there is a specific threshold at which Ultragenyx views a mature product as better suited for monetization and capital recycling into the pipeline versus retaining its recurring income stream.
Answer
Erik Harris, Chief Commercial Officer, explained that the company always seeks the most efficient cost of capital, and the valuation for the Crysvita royalty was excellent. He noted that while they generally prefer to retain revenue streams, this was a critical moment with multiple product launches imminent. Howard Horn, Chief Financial Officer, added that it was a competitive process aimed at securing meaningful proceeds at the lowest cost of capital, maximizing cash preservation with a payment holiday, to bolster the balance sheet for future launches.
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