Travere Therapeutics (TVTX) investor relations material

Leadership transition

• Eric Dube plans to depart after nearly eight years; Bradley Campbell is scheduled to become CEO on Dec. 1, with experience in rare disease, HCU, FSGS and enzyme replacement therapy.

• Dube cited health issues after prioritizing delivery of the first medicine for the FSGS community; he said the business is in a strong position and its best years lie ahead.

FILSPARI commercial outlook

• FILSPARI generated 2,012 patient start forms in the prior quarter across IgAN and FSGS; management expects strong, sustainable demand in both indications, while noting one quarter is insufficient to establish trends.

• FSGS uptake may reach peak sooner than IgAN, reflecting a smaller, more severe population and a launch without IgAN’s rolling approval and REMS milestones; summer seasonality may affect near-term trends.

• Physician uptake was broad: 30% of FSGS prescribers had not previously prescribed for IgAN, while 70% of FILSPARI-prescribing physicians already treated IgAN patients; use spans FSGS subtypes excluding active nephrotic syndrome.

• Gross-to-net is expected in the mid-20% range for the balance of the year; 3Q and 4Q are expected slightly above 2Q, partly due to greater CMS exposure in FSGS than IgAN.

• Management sees approved therapies and combination use expanding the IgAN market in line with KDIGO guidance; earlier FILSPARI initiation is contributing to growth, with early signs of combination use and limited payer barriers.

FILSPARI intellectual property

• IgAN method-of-use patent is listed in the Orange Book with an October 2037 date; a similar FSGS notice of allowance is expected to support Orange Book listing through October 2037.

• Management also expects a patent term extension and is pursuing additional applications, describing protection as a portfolio approach supporting continued investment and evidence generation.