Takeaways From Our Virtual Fireside Chat

研报英文原文证据摘录

Takeaways From Our Virtual Fireside Chat

ata beyond DLCO will be incorporated into a potential label for

MOLBREEVI, the body of evidence for MOLBREEVI strongly supports its approval and use

offering clinically meaningful efficacy and a clean safety profile.

SVRA's pricing expectations for MOLBREEVI remain consistent within the range ~

$400-500K annual WAC. With that, SVRA mentioned that their pricing expectations for

MOLBREEVI remain consistently within the range of ~$400-500K annual WAC. Accordingly,

they stated that they have a high degree of confidence that payers will cover MOLBREEVI within

that projected price range based on the multiple rounds of discussions they have conducted with

payers. When asked about whether they will provide the price of MOLBREEVI at the time of

potential approval, mgmt stated that we should "stay tuned" where more detail may be disclosed

at a later date.

Topic #2: Diligent execution of SVRA has already hired their ~30 person rare disease specialist commercial sales team

commercial preparation ahead of plus leadership ahead of potential launch with hiring of patient access managers ongoing.

MOLBREEVI launch Importantly, SVRA disclosed that they have already completed hiring of their ~30-person

customer-facing commercial sales team consisting of 23 rare disease specialists plus some

leadership. Specifically, mgmt noted that onboarding primarily occurred in 1Q26 where the team

was able to finish training and get out into the field by 2Q26. As such, recognize this is a clear

advantage for SVRA where sales teams are typically hired contingent on approval of the drug.

Since SVRA was able to hire its commercial sales team ahead of launch, it should set them up

for success where the team is experienced and ready to go on Day 1.