Travere Therapeutics (TVTX) Corporate presentation summary

Strategic vision and market opportunity

• Focused on rare kidney and metabolic diseases, aiming to build a durable franchise led by FILSPARI and pegtibatinase.

• FILSPARI targets over 70,000 addressable IgAN patients and over 30,000 FSGS patients in the U.S., with a peak sales potential exceeding $3B.

• Continued pipeline diversification through external innovation and business development.

FILSPARI in IgAN: Market leadership and clinical impact

• FILSPARI is the only non-immunosuppressive, oral therapy proven to slow kidney function decline in IgAN.

• Achieved $105M in U.S. net sales in 1Q26, with 88% year-over-year growth and high patient access rates.

• Supported by updated KDIGO 2025 guidelines recommending earlier, first-line use and lower proteinuria targets.

• Demonstrated superior proteinuria reduction and kidney preservation versus irbesartan in Phase 3 studies.

• Potential to delay dialysis or transplant by 4.5 years compared to standard of care.

FILSPARI in FSGS: New indication and growth drivers

• First and only FDA-approved medicine for FSGS without nephrotic syndrome, expanding addressable population to over 100,000 patients.

• DUPLEX Phase 3 trial showed greater proteinuria reduction, higher remission rates, and improved eGFR slopes versus irbesartan.

• Strong prescriber overlap and commercial infrastructure from IgAN launch support rapid FSGS uptake.

• FSGS market characterized by high unmet need, rapid progression, and significant patient burden.