Takeaways From Our Well-Attended Investor Meetings With Management

研报英文原文证据摘录

Takeaways From Our Well-Attended Investor Meetings With Management

A has not requested additional clinical studies, though FY26E Rev (mil) — US$0.0

FY27E Rev (mil) — US$4.5 there is a possibility the agency could require additional data, such as a post-marketing

FY26E EPS — US$(2.27)

trial, after reviewing the NDA.

FY27E EPS — US$(8.67)

52-Week High / Low US$105.00 / US$29.18

• Commercial Strategy Concentrated Around Centers of Excellence. Based on Shares Out (mil) 8.5

MNPR's analysis of claims data, there are ~5K actively managed US patients. That said, Market Cap. (mil) US$697.9

prevalence estimates suggest 10-12K pts in the US, potentially due to underdiagnosis. Avg Daily Vol (000) 164

There are 11 major WD centers of excellence enabling an efficient-sized salesforce. Div Yield 0.00%

On pricing, mgmt. noted ALXN1840 is well-positioned for rare disease pricing and Fiscal Year End Dec

highlighted current SOC does not address worsening neurologic symptoms; MNPR's

pricing strategy will account for addressing this unmet medical need. Price Performance - 1 Year

USD

• Four Patient Needs Highlighted During EL-PFDD, Addressed by ALXN1840: 120

The Jan. '26 EL-PFDD generated four key takeaways: (1) neurological WD pts 100

experience potentially life-threatening paradoxical worsening on SoC, a risk ALXN1840

reduces by sequestering Cu via an albumin tripartite complex that does not cross 80

the BBB; (2) SOC's multiple doses/day with strict fasting requirements drive non- 60

compliance, whereas ALXN1840 is dosed QD without fasting; (3) psychological

symptoms (anxiety, depression) remain undertreated, and ALXN1840 has demonstrated 40

sustained psychiatric benefit across independently analyzed trials; and (4) in clinical 20