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    Tejas Wein • Raymond James

    Tejas Wein's questions to Amicus Therapeutics Inc (FOLD) leadership

    Tejas Wein's questions to Amicus Therapeutics Inc (FOLD) leadership • Q2 2025

    Question

    Tejas Wein of UBS Group AG requested more detail on the progress of Pombility/OpFolda patient starts in ex-U.S. markets, specifically mentioning the Netherlands and Sweden.

    Answer

    Chief Business Officer Sébastien Martel highlighted strong momentum in initial launch countries. He noted the UK market share is now approaching 35%, Germany remains strong, and Spain is seeing significant inroads. He pointed out that Pombility/OpFolda has a disproportionate market share in Sweden and that the Netherlands will be a key growth driver in the second half of the year, with six new countries having launched in Q2 alone.

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    Tejas Wein's questions to Pacira Biosciences Inc (PCRX) leadership

    Tejas Wein's questions to Pacira Biosciences Inc (PCRX) leadership • Q3 2024

    Question

    Tejas Wein, on for Gary Nachman, asked about the drivers behind the strong Q3 gross margin and the pricing outlook with new GPO contracts. He also questioned if the company plans to accelerate the PCRX-201 gene therapy program given recent EXPAREL patent litigation.

    Answer

    SVP, Finance Lauren Riker credited the strong Q3 margin to volume growth and the new 200-liter EXPAREL facility, but affirmed the company will land within its full-year guidance. CEO Frank Lee and CMO Jonathan Slonin expressed excitement for PCRX-201, noting upcoming data and that the program is advancing on schedule, with more visibility on the next phase to be provided next year.

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