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: Samantha Semenkow - Citibank - Analyst
: A couple first on FIRDAPSE. Can you speak more about your strategy for educating oncologists on the LEMS opportunity? And I'm curious what
metrics are you using to track the success of the campaign?
And then as you continue to focus on the oncology opportunity, when do you expect that segment of the business to begin representing a greater
proportion of revenues versus historical experience? I believe in the past, you said it's about 20% to 25% of revenues come from oncology patients.
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AUGUST 07, 2025 / 12:30PM, CPRX.OQ - Q2 2025 Catalyst Pharmaceuticals Inc Earnings Call
Question: Samantha Semenkow - Citibank - Analyst
: That's super helpful. Just one follow-up for me. You mentioned on the prepared remarks that there's a Phase 1 DMD switching study from prednisone
or from EMFLAZA to AGAMREE. I'm wondering how do you plan to leverage this data as you commercialize AGAMREE or is it for additional studies
that you're planning? Just any context you could share there would be very helpful.
Question: Asim Rana - Truist Securities - Analyst
: Congrats on the quarter. This is Asim on for Joon. Just a couple from us. So what impact are you seeing on FIRDAPSE and AGAMREE uptake following
the increase in sales force size that became effective on April 1?
And then as a follow-up on FIRDAPSE, just help us think about this growth over the next few quarters. Should we still be expecting a mid-teens
Question: Jason Gerberry - Bofa Merrill Lynch Asset Holdings Inc - Analyst
: A couple for me. Just given all that's going on with ELEVIDYS in the, I guess, nonambulatory group of patients and some of the commentary earlier
in the year around queuing, I'm just kind of wondering how that impacts the quarterly kinetics of AGAMREE uptake, if at all?
And then with FIRDAPSE, I'm wondering if you could just maybe comment on sort of the time lag for the NCCN recommendation to have more of
an impactful commercial impact.
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AUGUST 07, 2025 / 12:30PM, CPRX.OQ - Q2 2025 Catalyst Pharmaceuticals Inc Earnings Call
Question: Leland Gershell - Oppenheimer & Co Inc - Analyst
: Just one from us, just on OpEx, maybe for Michael. Just wondering, given the realignment in the sales for FIRDAPSE and AGAMREE affected a few
months ago. Just wondering how you see SG&A expense rolling forward? It looks like it was pretty flattish from Q1 to Q2. Just wondering if we
should see a bit of a bump and the increase into the second half.
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