Sign in

    Thomas Yip • H.C. Wainwright & Co., LLC

    Thomas Yip's questions to Ardelyx Inc (ARDX) leadership

    Thomas Yip's questions to Ardelyx Inc (ARDX) leadership • Q4 2024

    Question

    Thomas Yip of H.C. Wainwright asked about the financial statement impact of XPHOZAH's patient assistance program and the long-term strategies for IBSRELA to achieve its $1 billion peak sales target.

    Answer

    CFO Justin Renz clarified that patient assistance program costs are reflected in SG&A, not COGS, and are included in the guided expense increase. CCO Eric Foster detailed the long-term IBSRELA strategy, which includes a fully deployed sales force, expanded patient marketing, and enhanced pull-through via new field access managers.

    Ask Fintool Equity Research AI

    Thomas Yip's questions to Mirum Pharmaceuticals Inc (MIRM) leadership

    Thomas Yip's questions to Mirum Pharmaceuticals Inc (MIRM) leadership • Q3 2024

    Question

    Thomas Yip, asking for Ed Arce, requested more details on payer discussions for PFIC in the U.S. and EU, inquired about enrollment progress for the EXPAND study, and asked if the in-licensing of MRM-3379 signals that neurologic disorders are now a core target for Mirum.

    Answer

    President and COO Peter Radovich stated that they have reached substantially all PFIC prescribers in the U.S. and that early engagement is underway in Europe. CEO Christopher Peetz noted that EXPAND study sites are just opening, so it's too early for progress updates, but reiterated the study was driven by investigator demand. He also clarified that while Mirum sees opportunities in various therapeutic areas, their core expertise is in rare genetic diseases generally, not one specific area.

    Ask Fintool Equity Research AI