Travere Therapeutics (TVTX) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Company overview and strategic direction

• Focuses on rare kidney diseases with FILSPARI, approved for IgA nephropathy and FSGS, and a phase III program in homocystinuria.

• Recently in-licensed a BTK inhibitor, civorebrutinib, to expand into immune-driven rare kidney diseases.

• Strategic rationale for the BTK inhibitor is to leverage expertise in rare kidney diseases and complement existing programs.

FILSPARI clinical data and market positioning

• DUPLEX study showed durable reduction in proteinuria and consistent safety over five years in FSGS.

• FILSPARI is the first approved therapy for FSGS, including pediatric patients eight years and older.

• Approval covers all FSGS etiologies and is indicated for patients not in active nephrotic syndrome.

• Launch saw immediate uptake, with high awareness among nephrologists and strong payer support.

• FILSPARI expected to remain foundational in FSGS and IgA nephropathy treatment algorithms.

Market education and future landscape

• Ongoing education focuses on proteinuria as a risk factor, label specifics, and unique dosing for FSGS.

• Anticipates combination therapies will shape future treatment, with FILSPARI as the base.

• New therapies, such as B-cell and complement inhibitors, are expected to complement rather than replace FILSPARI.