Release Date: March 06, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you elaborate on the growth of Recole, specifically regarding prescriber expansion and prescription growth? A: John Shannon, CEO: We are seeing growth from both expanding our prescriber base and existing prescribers writing more prescriptions. As prescribers become more comfortable with Recole, they are adding more patients. The expansion of our sales force is also contributing to reaching new patients.
Q: What are your expectations for Cabayas in 2025, considering the decline in 2024? A: John Shannon, CEO: We believe Cabayas may have stabilized, and while we can't predict exact outcomes, we are holding our own by maintaining our patient base.
Q: Regarding the growth rates mentioned for Recole, are you referring to year-over-year patient addition rates or sequential revenue growth? A: Steve Piper, CFO: It's more about the absolute number of patient additions rather than a percentage growth rate. We expect the trajectory we saw in the latter part of 2024 to continue throughout 2025.
Q: Have there been any changes in market access or reimbursement for Recole? A: John Shannon, CEO: There have been no changes in reimbursement. We continue to focus on keeping patients on therapy and supporting their journey.
Q: Can you provide more details on the expected timeline for XP 8,121 and any updates before mid-year? A: John Shannon, CEO: We are in ongoing discussions with the agency regarding clinical and regulatory pathways. We plan to provide a comprehensive update by mid-year, detailing the unmet medical need, market opportunity, and phase 3 study design.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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