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: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. That's great. And you touch on some of the early feedback on the data. It kind of ties into my next question is just sort of the early feedback
on the launch because you already got the approval about six weeks ago. So maybe you can just share your latest (technical difficulty) on how the
launch is progressing. I know -- obviously, you guys commented how you got your first script filled pretty quickly after the approval. But how are
things sort of six weeks out? And what's the feedback been from physicians and patients, both on the process to get on therapy, but also just in
the efficacy and safety of the product?
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. That's great. So maybe one quick follow-up on that is just in terms of the patients that are starting therapy can you talk about sort of -- I
assume they're all sort on ACE and ARBs, as has been discussed before. Getting on, despite that are most of them also on SGLT2s? And also maybe,
you can touch on TARPEYO. Are they -- have they already tried TARPEYO? Just a sense of where the patients are coming from.
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. That's great. And what about on the payer side? Maybe you can just talk a little bit on what the initial reaction has been this first few weeks
from, in terms of getting patients reimbursed for the therapy?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
APRIL 04, 2023 / 7:55PM, TVTX.OQ - Travere Therapeutics Inc at Guggenheim Healthcare Talks: Genomic
Medicines and Rare Disease Days (Virtual)
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. So one question I got as a quick follow-up here, and you touched on the SGLT2s and use there. Just when would we see some more formal
presentation of safety data of the combination? What's the latest you've said there?
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay, great. So I do want to talk a little bit more about the competitive landscape. We touched on TARPEYO briefly there. There's obviously atrasentan
in development as another ERA and then other mechanisms, the APRIL, BLISS approaches and others. So maybe you can just talk about how you
see this sort of field evolving. We've seen some great progress in the last couple of years with two approvals. But what do you see the role of ERAs
and sparsentan, specifically say, if we look out two, three years from now or maybe four years now, when there might be a couple of other players
in the space?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
APRIL 04, 2023 / 7:55PM, TVTX.OQ - Travere Therapeutics Inc at Guggenheim Healthcare Talks: Genomic
Medicines and Rare Disease Days (Virtual)
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. All right. Great. So just kind of conscious of time. There's obviously a lot more we can discuss on the launch and on IgAN. But a lot of focus
from investors on FSGS also, with data coming here pretty soon. So the first question is that when which we're getting, I don't know if you can
comment any further beyond the second quarter in terms of the eGFR data from FSGS or where do you stand in terms of the process of releasing
that?
And then the other question we've got along those lines is what should we expect in the topline release when it comes?
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. I have one quick follow-up, but I don't know if you can answer this. Because I'm just asking if you can talk about your last patient visit or
anything along those lines to give people a little better sense on timing? I don't know if you can.
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. And then just in terms of -- so we had a panel yesterday as part of this conference on the renal market with a couple of KOLs and talking
about sort of what level of eGFR benefit would be needed in FSGS. Maybe can you just talk about what do you think you need to show in this trial
either from a statistical perspective or -- and/or clinical perspective to have really meaningful data in this indication?
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. All right. Great. And then maybe just on the commercial side, I think, maybe because of some of the other developments in IgAN, there's
been a lot more focus on the commercial opportunity there. But I don't know, Eric or Peter, one of you can just -- how do you see this for a commercial
opportunity in FSGS, either just on its own or relative to what you were in IgAN?
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. And we only have a couple of minutes left. So I just don't want to ignore pegtibatinase, where you also have some data coming up here. It's
a similar question. I think a couple of questions on this. One, so what should we expect with the update in the middle of the year here? And then
maybe you can just reframe some sense of the commercial potential. Again, I think it's an area where maybe there's been a little bit less work done,
in terms of how to think about the market opportunity.
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
APRIL 04, 2023 / 7:55PM, TVTX.OQ - Travere Therapeutics Inc at Guggenheim Healthcare Talks: Genomic
Medicines and Rare Disease Days (Virtual)
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay. All right. Great. So in just a last minute here, I guess maybe get Chris in here for just a second. You did the raise early this year. If you can just
talk about your current cash -- financial position and your cash runway going forward here.
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Okay, great. Unfortunately, we're at the end of 25 minutes here. It goes quick, but definitely appreciate all of you joining us for the conference.
Hope it's been a productive conference, and I'm sure we'll be in touch soon with all this data and information coming in the next few weeks here.
Question: Vamil Diwan - Guggenheim Partners - Analyst
: Thanks so much.
|