Travere, with its conditionally approved FILSPARI, is the only Tarpeyo alternative for US patients. Tarpeyo has delivered solid eGFR results over 2-years, and we expect more details in next week’s international symposium. Today, Travere published top-line data over 2-years that fails to match Tarpeyo. This is, of course, good news for Tarpeyo and in line with our expectations. Tarpeyo's eGFR results are potentially disease-modifying. We expect Tarpeyo to secure unconditional approval, which can support the reimbursement process in the private insurance channel. Our Base cse is SEK 295 (Bull SEK 445 and Bear SEK 75).
LÄS MER