Travere Therapeutics (TVTX) investor relations material

Commercial performance

• 3Q revenue reached $200M; 1,932 new patient start forms received, supported by strong continuing IgAN patients.

• FILSPARI demand remained strong; IgAN saw a small Q3 vs. Q2 decline in start forms, consistent with summer seasonality observed in 2024 and 2025.

• FSGS start forms were numerically higher in Q3 vs. Q2; after two launch quarters, uptake matched expectations for rapid acceleration followed by sustained growth.

IgAN treatment and access

• KDIGO recommends treating proteinuria above 0.5 aggressively, targeting complete remission and stabilized eGFR; FILSPARI plus SGLT2s is viewed as a kidney-directed combination.

• No evidence of physicians shifting from FILSPARI to emerging B-cell therapies; management sees market dynamism and earlier treatment as potential growth drivers.

• Payers are covering B-cell therapies or complement inhibitors on top of FILSPARI; some require FILSPARI first, with relatively broad access reported.

FSGS opportunity

• IgAN’s addressable population is more than 2x FSGS’s; prescriber overlap is high, with pediatric nephrologists an additional FSGS segment and greater urgency to treat FSGS.

• Nephrologists are using FILSPARI across FSGS types while addressing active nephrotic syndrome with other treatment modalities.

• Management expects FILSPARI to play an important role in future FSGS treatment algorithms; SGLT2s and finerenone may be used broadly, often in combination.