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    Roanna Ruiz • Leerink Partners

    Roanna Ruiz's questions to Ardelyx Inc (ARDX) leadership

    Roanna Ruiz's questions to Ardelyx Inc (ARDX) leadership • Q2 2025

    Question

    An analyst on behalf of Roanna Ruiz from Leerink Partners asked for more granular detail on the current prescription mix for Xphozah between the Medicare Patient Assistance Program (PAP) and revenue-generating non-Medicare patients.

    Answer

    President and CEO Mike Raab did not provide specific script numbers for the non-revenue PAP. However, he confirmed that the mix of revenue-generating prescriptions from commercial and Medicaid payers is "roughly fifty-fifty," which aligns with the company's expectations.

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    Roanna Ruiz's questions to Ardelyx Inc (ARDX) leadership • Q1 2025

    Question

    Roanna Ruiz from Leerink Partners asked for an update on the XPHOZAH patient assistance program (PAP) and how non-Medicare commercial trends were tracking at the end of Q1.

    Answer

    CCO Eric Foster stated the ArdelyxAssist PAP is operating effectively, successfully transitioning Medicare patients and onboarding new ones as part of a long-term commitment. He and CEO Michael Raab emphasized that the non-Medicare business saw strengthening momentum in the latter half of Q1, which gives them confidence for the remainder of the year.

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    Roanna Ruiz's questions to ARS Pharmaceuticals Inc (SPRY) leadership

    Roanna Ruiz's questions to ARS Pharmaceuticals Inc (SPRY) leadership • Q1 2025

    Question

    Roanna Clarissa Ruiz of Leerink Partners questioned the role of the neffy Experience Program in driving physician adoption and sought updates on real-world dosing data. She also asked about the company's progress toward its 80% commercial coverage target for Q3.

    Answer

    President and CEO Richard Lowenthal highlighted the program's success, with over 2,500 physicians enrolled and positive feedback. He noted that real-world data shows about 90% of patients respond to a single dose, similar to injections. Regarding payers, he mentioned ongoing negotiations with major insurers like Caremark and Aetna are key to reaching the 80% goal.

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    Roanna Ruiz's questions to ARS Pharmaceuticals Inc (SPRY) leadership • Q4 2024

    Question

    Roanna Ruiz from Leerink Partners asked about the objectives of the upcoming challenge clinic registry study for neffy and inquired about the proportion of physicians who have expressed interest in switching all their patients.

    Answer

    CEO Richard Lowenthal detailed that the 600-patient registry study, the largest of its kind, is primarily focused on collecting real-world safety data as requested by the FDA, with plans to present interim data at a future medical meeting. He noted that while many top-tier physicians express a desire to switch most patients to neffy, the current prior authorization burden remains the primary barrier, with many awaiting broader unrestricted access and more real-world data.

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    Roanna Ruiz's questions to Amarin Corporation PLC (AMRN) leadership

    Roanna Ruiz's questions to Amarin Corporation PLC (AMRN) leadership • Q4 2024

    Question

    Represented by an associate, Roanna Ruiz asked about Amarin's outlook on building its pipeline through internal development or external business development (BD), given its cash position, and which therapeutic areas the company finds most attractive.

    Answer

    President and CEO Aaron Berg stated that while Amarin will always be opportunistic regarding BD, its primary focus is executing the global commercialization of VASCEPA/VAZKEPA. He emphasized that any potential BD would likely be in the company's 'power alley' of cardiovascular or cardiometabolic assets. However, he reiterated that the immediate priority is capitalizing on the significant untapped potential of their current product, especially in Europe, where it has a long runway.

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    Roanna Ruiz's questions to Xeris Biopharma Holdings Inc (XERS) leadership

    Roanna Ruiz's questions to Xeris Biopharma Holdings Inc (XERS) leadership • Q3 2024

    Question

    Speaking on behalf of Roanna Ruiz, an analyst asked about the outlook for further Recorlev sales force expansion and the real-world time it takes to titrate patients to stable doses. They also inquired about Gvoke's back-to-school dynamics, gross-to-net outlook, and potential for future market share gains.

    Answer

    CEO John Shannon stated that the current Recorlev sales force size is appropriate but could be expanded if growth exceeds expectations, and noted that dosing remains low due to the high influx of new patients starting therapy. For Gvoke, he confirmed the back-to-school season was typical and expects share gains to continue. CFO Steven Pieper added that Gvoke's gross-to-net is stable and not expected to change significantly.

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