Simone Nasroodin's questions to Apellis Pharmaceuticals (APLS) leadership • Q2 2025
Question
Simone Nasroodin, on for Derek Archila at Wells Fargo, requested more color on the free drug trends for Cyfovri and asked how to think about the percentage for the rest of the year, questioning if the 10-15% range mentioned last quarter is still valid.
Answer
EVP & Head of Global Commercial David Acheson confirmed that similar levels of free drug use are expected moving forward. He noted the $13 million revenue headwind in Q2 was a result of this usage but expressed encouragement that underlying physician and patient demand continues to drive injection growth.