Savara
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Savara (SVRA) investor relations material

Savara Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary11 Feb, 2026

Program and regulatory update

  • MOLBREEVI, a late-stage asset for autoimmune PAP, has a resubmitted BLA with the FDA, expecting acceptance and priority review, targeting a PDUFA date in August.

  • Manufacturing was shifted to Fujifilm after a prior refusal to file, with successful tech transfer and alignment on analytical comparability.

  • MAAs for Europe and UK are on track for filing by the end of Q1, with plans to commercialize independently in those regions.

  • Japan remains a wait-and-see market, with strategy to be determined.

  • Company is well-capitalized, with $264 million on the balance sheet and access to additional non-dilutive capital upon FDA approval.

Clinical data and endpoints

  • Phase III IMPALA-2 study showed statistically significant improvement in DLco at 24 and 48 weeks, the primary and key secondary endpoints.

  • SGRQ total and activity scores, as well as exercise tolerance, demonstrated robust secondary endpoint results.

  • DLco is a clinically relevant, reproducible marker for autoimmune PAP, supporting its use as a primary endpoint.

  • SGRQ improvements met the minimal clinically important difference of four points, consistent with related pulmonary diseases.

Commercial strategy and market opportunity

  • Claims analysis identified about 5,500 diagnosed aPAP patients in the US, with line of sight to 1,000 patients, representing 20% of the market.

  • Top 500 accounts cover two-thirds of the market, supporting efficient patient activation post-approval.

  • Specialty pharmacy partner PANTHERx will support product distribution and patient access.

  • Disease awareness campaigns and diagnostic testing (including a dry blood spot test) are expanding identification of new patients.

  • There is a bolus of patients expected to be ready for therapy at launch, with additional uptake as awareness grows.

How did the Fujifilm shift resolve prior RTF?
What is the APAP market's true patient ceiling?
How does SGRQ MCID support MOLBREEVI's benefit?
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Oppenheimer 36th Annual Healthcare Life Sciences Conference25 Feb, 2026
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Oppenheimer 36th Annual Healthcare Life Sciences Conference25 Feb, 2026

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Frequently asked questions

Savara Inc. is a clinical-stage biopharmaceutical company focused on developing therapies for rare respiratory diseases. The company's main focus is on advancing its lead product candidate, molgramostim, an inhaled granulocyte-macrophage colony-stimulating factor (GM-CSF) for the treatment of autoimmune pulmonary alveolar proteinosis (aPAP). In addition to molgramostim, Savara is also developing AeroVanc, an inhaled vancomycin aimed at treating methicillin-resistant Staphylococcus aureus (MRSA) lung infections in cystic fibrosis patients. Savara is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.

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