Sergey Balintur

Sergey Balintur asked if the initial focus on high-burden patients is a market function or if physicians are using these patients to gain experience with EKTERLY. He also inquired whether prescriptions are written as PRN or with limits on boxes/cartons, and how much of the $13.7 million revenue was inventory, questioning if the quarter ended at a steady state for inventory.

Answer

Nicole Sweeney, Chief Commercial Officer, explained that high-burden patients are often on physicians' radar due to uncontrolled HAE and actively seek new treatments, allowing physicians to validate EKTERLY's real-world profile and increase confidence. Ms. Sweeney confirmed that prescriptions are typically written for PRN, providing flexibility for refills, consistent with other on-demand treatments. Brian Piekos, Chief Financial Officer, noted that inventory builds by specialty pharmacies are ongoing as they add locations, indicating that the company did not exit the quarter at a steady state and expects continued building ahead of demand.

Sergey Balintur asked if the initial focus on high-burden patients was a function of the market or a deliberate strategy by targeted physicians to gain experience. He also inquired whether prescribers are writing PRN prescriptions or limiting the number of boxes, and about inventory levels and steady state.

Answer

Nicole Sweeny (Chief Commercial Officer) explained that high-burden patients are often on physicians' radar due to their high need and active search for new treatments, which also helped validate EKTERLY's profile in difficult cases. She confirmed that prescriptions are typically written as PRN, allowing flexibility for refills. Brian Piekos (CFO) stated that inventory is building in front of expected demand and is not yet at a steady state.