Travere Therapeutics (TVTX) H.C. Wainwright 3rd Annual Kidney Virtual Conference summary

Strategic focus and product pipeline

• Focused on rare diseases, especially rare kidney and metabolic disorders, with FILSPARI as a key product.

• FILSPARI positioned to replace standard of care in IgA nephropathy, with strong launch progress and anticipated full approval by September 5th.

• Additional indication for FSGS under regulatory exploration; phase 3 program for Pegtibatinase in classical homocystinuria ongoing.

• Significant value and growth expected through year-end and beyond, driven by product launches and label expansions.

FILSPARI launch and market dynamics

• Over 500 patient start forms and nearly $20 million in Q1 net sales, with 35% sequential growth.

• High patient compliance and satisfaction, with positive clinician feedback and strong payer approval rates (95%).

• Full approval expected to expand indication and allow broader promotion of long-term safety and efficacy data.

• KDIGO guidelines update anticipated to further support FILSPARI adoption as foundational therapy.

Patient experience and regulatory process

• Patient journey streamlined with efficient REMS certification and payer authorization.

• Monthly liver monitoring required, but generally well-accepted by patients and clinicians; education efforts have reduced barriers.

• Full approval may enable simplification or removal of REMS requirements, supported by two-year safety data.