Vishal Balaji's questions to Ligand Pharmaceuticals Inc (LGND) leadership • Q4 2024
Question
Vishal Balaji, on for Balaji, asked for expectations on Ohtuvayre's growth, Ligand's view on the COPD maintenance therapy market, and the potential impact from biologic entrants like dupixent.
Answer
VP of Strategic Planning, Lauren Hay, expressed optimism for Ohtuvayre's strong launch trajectory, which she expects to be catalyzed by the new permanent J-code. She highlighted the large addressable market of 8.6 million patients and noted that Ohtuvayre targets a much larger population than biologics like dupixent, suggesting they serve different patient segments.