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    Timur Ivannikov • Raymond James

    Timur Ivannikov's questions to Apellis Pharmaceuticals Inc (APLS) leadership

    Timur Ivannikov's questions to Apellis Pharmaceuticals Inc (APLS) leadership • Q2 2025

    Question

    Timur Ivannikov from Cantor Fitzgerald inquired about the factors that led to higher Cyfovri revenue despite similar commercial dose volumes quarter-over-quarter. He also asked for a breakdown of the 13,000 free injections between new patient samples and assistance for existing patients.

    Answer

    EVP of Commercial, David Acheson, attributed a little less than half of the growth to free goods and samples. He emphasized that underlying demand from physicians and patients is strong and continues to grow, with new patients starting on therapy through both commercial and patient assistance channels.

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    Timur Ivannikov's questions to Mirum Pharmaceuticals Inc (MIRM) leadership

    Timur Ivannikov's questions to Mirum Pharmaceuticals Inc (MIRM) leadership • Q3 2024

    Question

    Timur Ivannikov, on for Steve Seedhouse, asked about the Fragile X program, specifically inquiring about plans to enroll patients younger than 18 and if the company could quantify how much more CNS activity its molecule might achieve compared to competitors.

    Answer

    Chief Medical Officer Joanne M. Quan stated that the clinical plan is to start with adult patients and then step down in age, which is a typical approach. While she could not quantify the exact increase in CNS activity, she reiterated that MRM-3379's brain-to-plasma ratio is 'quite a bit higher' than the competitor's, which they believe is a significant differentiating advantage.

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