The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: I appreciate the detailed download. I wanted to just touch on one element of the pivot to the combo therapy, the focus on the combo therapy.
And just with more cost sensitivity internationally, how should we be thinking about low-dose GLP-1s plus Allurion Gastric Balloon impacting
overall cost for obesity care in the short term and then maybe medium and long term as well?
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: Excellent. And just a follow-up just in terms of anticipation for particular cost effectiveness with the combo therapy. I'm sure that the team is
optimistic in the medium and long term that the combo approach could deliver. Maybe just add to your thoughts, if you don't mind.
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: I'm sorry. I'm just thinking about just any cost effectiveness data that ultimately could be shown with lower dose GLP-1s and the Allurion Balloon
and sustaining weight loss and potentially improving the health and wellness and overall spend on a patient that maintains weight loss for a longer
period of time especially metabolically sound weight loss.
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: Great. Just as we're thinking about updating your milestones, I know it's too early to issue new guidance, but maybe just some help thinking through
the retention of all distributors, if there's any kind of percentage of total you can share currently and then how you expect new distributor adds to
kind of get you back to the pre-pivot baseline as we're thinking about OUS revenue contributions in 2026 as well?
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: Understood. And then lastly, just thinking of -- congratulations on the FDA's acceptance of the PMA submission. It's a 12-month review and potential
approval timeline. I know there's not a stake in the ground there, but can you just help us think through what's baked in? I think the PMAs typically
have 180 days, but there's clock stops for questions and responses, et cetera. But maybe just help us think through the potential FDA approval
timing from here. Thanks for taking all the questions.
Question: Joshua Jennings - Cowen and Company LLC - Analyst
: Great. Thanks again.
Question: Keay Nakae - Chardan Capital - Analyst
: Maybe just some guidance on some of the operating expense. Stay away from sales and marketing. But in terms of go-forward expenses for R&D,
let's start there, you just posted $1.8 million. Is that kind of a good go-forward number at least in the near term?
Question: Keay Nakae - Chardan Capital - Analyst
: And then how about G&A? Again, is there much to do there relative to the $5.2 million you just posted? I know you just talked about some additional
restructuring. Does that number continue to go lower once you get past the onetime charge in Q3?
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AUGUST 13, 2025 / 12:30PM, ALUR.N - Q2 2025 Allurion Technologies Inc Earnings Call
Question: Keay Nakae - Chardan Capital - Analyst
: All right. Thanks.
Question: Michael Toomey - Jefferies LLC - Analyst
: I'm on for Matt Taylor. Most of my questions have been answered, but could you just remind us of the cash runway that you have, especially with
the US launch in mind? And any updates on Coach Iris or uptake there? Thanks.
Question: Michael Toomey - Jefferies LLC - Analyst
: Great. Thank you very much.
Question: Keay Nakae - Chardan Capital - Analyst
: Just want to talk about how the new strategy targeting the combination use is likely to impact your reengagement with accounts in France.
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consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
AUGUST 13, 2025 / 12:30PM, ALUR.N - Q2 2025 Allurion Technologies Inc Earnings Call
Question: Keay Nakae - Chardan Capital - Analyst
: All right. Thanks.
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