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    Will Soghikian • Leerink Partners

    Will Soghikian's questions to Travere Therapeutics Inc (TVTX) leadership

    Will Soghikian's questions to Travere Therapeutics Inc (TVTX) leadership • Q2 2025

    Question

    Will Soghikian of Leerink Partners inquired about the potential major topics for the upcoming Filspari advisory committee (AdCom) for FSGS and the company's strategy for messaging to a panel that may include both nephrologists and cardiologists.

    Answer

    Dr. Jula Inrig, Chief Medical Officer, stated that Travere is prepared to educate the mixed panel on the pathophysiology of FSGS, the harm of proteinuria, and the importance of blocking both the RAS system and endothelin-1. She emphasized their readiness to present the biologic plausibility of proteinuria as a validated endpoint and the strong clinical data for sparsentan.

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    Will Soghikian's questions to Travere Therapeutics Inc (TVTX) leadership • Q1 2025

    Question

    Will Soghikian of Leerink Partners asked for color on field dynamics following the approval of a competitor therapy in IgAN and whether FILSPARI's data and longer experience position it as a preferred choice.

    Answer

    Chief Commercial Officer Peter Heerma noted that while it's early, increased competition helps raise market awareness about the need to treat IgAN. He reported that FILSPARI's demand continued to grow in April, the first month of competition, attributing this to physician confidence in its strong data profile, including long-term kidney preservation and convenience.

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    Will Soghikian's questions to Travere Therapeutics Inc (TVTX) leadership • Q3 2024

    Question

    Will Soghikian of Leerink Partners inquired about the dynamics behind the Q3 dip in new patient start forms (PSFs) for FILSPARI, asking if factors beyond seasonality and sales force training were at play, and about trends early in Q4.

    Answer

    President and CEO Dr. Eric Dube expressed satisfaction with the results, after which Chief Commercial Officer Peter Heerma attributed the Q3 numbers to typical summer seasonality and a week of sales team training. Heerma highlighted that despite this, over 500 new patient start forms were added and noted an encouraging upward inflection in demand in the weeks following full approval, indicating a strong end to the year.

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    Will Soghikian's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership

    Will Soghikian's questions to Ultragenyx Pharmaceutical Inc (RARE) leadership • Q2 2025

    Question

    Will Soghikian of Leerink Partners inquired about the nature of recent FDA interactions, particularly with CBER, and whether any meaningful changes in messaging or personnel have been observed amid leadership transitions at the agency.

    Answer

    Emil Kakkis, Founder, President & CEO, stated that recent interactions with the FDA following the Complete Response Letter (CRL) have been productive. He expressed satisfaction with the progress toward submitting the Type A meeting package, noting that despite agency turmoil, things have been proceeding well.

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    Will Soghikian's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership

    Will Soghikian's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership • Q2 2025

    Question

    Will Soghikian questioned the status of formulation work for AUR-200 (Aratinircept), its ultimate goal such as an auto-injector, and the outlook for R&D spending as development ramps up. He also asked if the company expects to maintain positive cash flow during this period.

    Answer

    President and CEO Peter Greenleaf confirmed the goal is a patient-friendly formulation like an auto-injector, which early data suggests is attainable. CFO Joe Miller stated that while R&D costs will increase, the company is not providing specific future guidance on expenses or cash flow. Greenleaf reinforced that operational efficiency and cash flow from operations remain key priorities for the organization.

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    Will Soghikian's questions to Aurinia Pharmaceuticals Inc (AUPH) leadership • Q3 2024

    Question

    Will Soghikian requested more color on the Q3 commercial environment, noting the regression in Patient Start Forms (PSFs) compared to the prior year. He also asked how Aurinia plans to differentiate AUR200 in the increasingly crowded anti-APRIL space and what indications are being considered.

    Answer

    President and CEO Peter Greenleaf addressed the PSF question by reiterating that the most accurate view of new patient growth comes from the combination of PSFs, patient restarts, and the hospital business, which showed robust combined growth. He noted that like-for-like comparisons for all three metrics will be available starting with Q4 results. Regarding AUR200, he deferred commenting on competitive differentiation or target indications until human clinical data from the SAD/MAD studies is available to inform the strategy.

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