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Aquestive Therapeutics (AQST) investor relations material
Aquestive Therapeutics Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic priorities and pipeline balance
Anaphylm commercialization is the top priority for 2026, with most resources allocated to its launch.
Early-stage pipeline programs, including Libervant and a topical epinephrine prodrug platform, are being advanced without significant financial burden.
Half of the company's long-term value is expected to come from future pipeline opportunities over a 3–7 year horizon.
Commercial launch and market approach
Commercial launch of Anaphylm is targeted for late Q1, with a focused sales force of 50–60 reps covering about 5,000 allergists.
The strategy emphasizes targeting allergists, expecting other prescribers to follow as awareness grows.
Direct-to-consumer promotion will start with non-personal channels and expand as market access improves.
Pricing, payer engagement, and market expansion
Pricing will be set post-approval, aiming to align with current market norms and highlight product innovation.
Active pre-approval engagement with payers is ongoing, leveraging learnings from competitors and preparing for challenging negotiations.
Needle-free modalities are expected to expand the market by addressing barriers like bulkiness and needle aversion, with significant growth potential over time.
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