Pharming Group (PHARM) Corporate presentation summary

Commercial performance

• Q3 2026 revenue was $117.6M, up 21% YoY; RUCONEST revenue was $93.8M, up 14%, and Joenja revenue was $23.8M, up 58%.

• RUCONEST returned to growth; U.S. demand stabilized at prior-year vial volumes, with early seasonal inventory contributing 9% of quarterly revenue growth.

• Joenja reached 136 U.S. patients on therapy, up 17% YoY, and 75 international patients across launch markets and paid access.

• 9M 2026 revenue was $280.2M, up 4%; Joenja grew 45% while RUCONEST declined 3% YoY.

RUCONEST for HAE

• RUCONEST is positioned as an on-demand therapy for high-burden HAE; most patients remained on therapy one year after an oral competitor launch.

• Reported clinical analysis found 97% of acute attacks required one dose; median time to complete resolution was 4.5 hours.

• Revenue returned to growth in Q3, with 43 new enrollments and 14 new prescribers during the quarter.

Joenja expansion

• U.S. FDA approved Joenja for children ages 4–11 weighing at least 27 kg on September 11, 2026; shipments began in October, with 38 eligible U.S. patients identified.

• A lower-dose pediatric application for children weighing 13 kg to under 27 kg received Priority Review; the PDUFA date is January 30, 2027.

• Germany launched in July 2026 and Japan in August; 304 U.S. patients were identified, including 243 eligible, alongside 1,056 identified globally as of September 30.

• Genetic PIDs Phase II data showed mean reductions of 26.4% in spleen volume and 33.7% in index lymph-node size; no new safety signals were reported in the 13-participant study.

• Genetic PIDs results were presented at ESID; the CVID Phase II topline readout was expected in November 2026 and is intended to inform a potential broader registrational study.