Reviva Pharmaceuticals (RVPH) Lytham Partners Fall 2025 Investor Conference summary

Conference overview

• The event featured a fireside chat with Reviva Pharmaceuticals' CEO, focusing on clinical progress and business strategy for their lead asset, brilaroxazine.

• The discussion was moderated by a senior research analyst specializing in neurology and neuropsychiatry.

• Management was available for one-on-one meetings during and after the conference.

Brilaroxazine clinical development and differentiation

• Brilaroxazine is in Phase 3 for schizophrenia, with over 900 patients treated across multiple trials.

• The drug targets both serotonin and dopamine pathways, showing anti-inflammatory effects and favorable biomarker changes.

• Demonstrated robust efficacy for negative symptoms and durable efficacy with minimal relapse over one year.

• Side effect profile is favorable, with minimal motor, endocrine, metabolic, and cardiac side effects.

• Consistent, dose-dependent efficacy observed across primary and secondary endpoints, supported by digital and blood-based biomarkers.

Comparative efficacy and safety

• Brilaroxazine showed a 10-point separation from placebo on the PANSS scale, outperforming historical data for approved antipsychotics.

• Consistent efficacy for negative symptoms, a major unmet need, and low relapse rates compared to other drugs.

• Minimal extrapyramidal symptoms and improved metabolic and endocrine profiles compared to standard treatments.

• Discontinuation rate in open-label study was 35%, lower than the 50%-80% seen with other antipsychotics, attributed to benign side effects and durable efficacy.