Zevra Therapeutics (ZVRA) investor relations material

Business performance and product updates

• Achieved $106.5 million in total revenue with 30% quarter-over-quarter growth, surpassing $100 million for the first time.

• MIPLYFFA is the only disease-modifying therapy for Niemann-Pick disease type C, showing rapid onset within 12 weeks and durable efficacy up to six years.

• High persistency rates observed, with most patients remaining on therapy unless disease progression or death occurs.

• Expanded access programs (EAP) in Europe and beyond have reached 113 patients, indicating strong demand even without local commercial presence.

• Celiprolol trial enrollment is progressing, with parallel regulatory strategies to accelerate development for vascular Ehlers-Danlos syndrome.

Market expansion and diagnosis initiatives

• Geographic expansion efforts are underway, targeting markets outside the U.S. and Europe, with new agreements like Uniphar to facilitate access.

• Diagnosis rates are increasing due to education, genetic testing partnerships (e.g., GeneDx), and disease awareness campaigns.

• Newly diagnosed patients are emerging faster than expected, with a balanced mix of adults and children, and market share reaching 40-50% in the first year.

• The addressable U.S. market is estimated between 300-350 diagnosed and up to 900 prevalent patients, with efforts to close this gap ongoing.

• European market maturity provides a benchmark, with diagnosed and treated numbers approaching prevalence rates.

Strategic focus and financial outlook

• Focus remains on maximizing MIPLYFFA’s potential, expanding globally, and advancing the pipeline, especially Celiprolol.

• Disciplined capital allocation enables independent operation from capital markets, supporting launches and pipeline development.

• Go-to-market strategies in Europe are being refined based on market research, pricing studies, and pending regulatory labels.

• Compassionate use and pre-commercial revenue strategies are used in ex-U.S. markets to balance access and pricing.

• Long-term vision includes leveraging infrastructure for future assets beyond MIPLYFFA and Celiprolol.