Simone Nasroodin's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q2 2025
Question
Simone Nasroodin, on for Derek Archila at Wells Fargo, requested more color on free drug trends for Cyfovri and asked if the previously guided 10-15% range for free goods was still valid for the rest of the year.
Answer
EVP David Acheson confirmed that Apellis expects similar levels of free drug usage moving forward, noting the $13 million headwind in Q2. He stressed that the most important takeaway is that underlying patient and physician demand continues to show healthy growth, as reflected in the injection numbers.