On Thursday, 04 September 2025, Travere Therapeutics (NASDAQ:TVTX) presented at the Cantor Global Healthcare Conference 2025, outlining strategic priorities and developments. The company highlighted the successful launch of FILSPARI for IgA nephropathy and potential FDA approval for FSGS. While facing competition, Travere is optimistic about growth opportunities and financial stability.
Key Takeaways
- Travere is focused on expanding FILSPARI’s reach, with recent modifications to its REMS program to improve patient access.
- The company is preparing for potential FDA approval of FILSPARI in FSGS, which could significantly enhance market opportunities.
- Travere has a cash runway extending into 2028, supporting its strategic initiatives and ongoing programs.
- The competitive landscape is evolving, with new product launches from Novartis and Otsuka, yet Travere remains confident in its market position.
Financial Results
Travere reported a strong quarter for FILSPARI in IgA nephropathy, with new patient start forms growing by 40% post-approval. The company maintains high compliance rates and anticipates blockbuster sales potential. Travere’s financial stability is underpinned by a cash runway into 2028, supporting its IgA nephropathy launch and FSGS preparations.
Operational Updates
FSGS:
- Advisory committee meeting expected in November/December for FSGS indication
- Commercial preparations and field force expansion underway
- Over 80% overlap between IgA and FSGS prescribers
- Estimated 30,000 addressable FSGS patients at launch
IgA Nephropathy:
- REMS program modifications expected to broaden patient population
- Exploring complete REMS removal for further competitiveness
Pegtibatinase:
- Phase 3 trial on track for 2025
- Promising Phase 1/2 results showing long duration of effect
- Future Outlook
FSGS:
- Anticipates FILSPARI approval, creating a halo effect on IgA sales
IgA Nephropathy:
- Expects KDIGO guidelines to increase diagnosis rates
- Predicts more aggressive treatment targets and increased use of combination therapies
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