Natural Health Trends (NHTC) Q1 2025 Earnings Call April 30, 2025 11:30 AM ET Speaker0 Greetings, and welcome to the Natural Health Trends Corp. First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. And as a reminder, this conference is being recorded. It is now my pleasure to introduce to you Michelle Godwell with Natural Health Trends Corp. Thank you. You may begin. Speaker1 Thank you, and welcome to Natural Health Trends First Quarter twenty ...

Financial Data and Key Metrics Changes - The company increased its 2025 financial guidance across all metrics, raising revenue expectations by more than 20% due to strong Q1 results and successful licensing transactions [29][34] - Revenue for Q1 2025 was $132 million, a 10% year-over-year increase, with over half coming from commercial products, which grew 28% compared to the same period last year [29][30] - Non-GAAP operating loss guidance improved by nearly 25% to less than $375 million, with an expected cash balance of $1.9 billion by year-end [37][38] Business Line Data and Key Metrics Changes - The first independent commercial launch, TrINGOLZA, generated over $6 million in product sales in its first full quarter, exceeding expectations [6][30] - SPINRAZA royalties contributed $48 million, reflecting a 25% year-over-year increase, while Waynua royalties were $9 million, with expectations for growth driven by strong U.S. demand [30][31] - The company anticipates additional product revenue from the upcoming launch of Donadolorsen for Hereditary Angioedema (HAE) [36][59] Market Data and Key Metrics Changes - The company is focused on expanding its market presence, particularly in the rare disease space, with significant unmet needs in conditions like familial chylomicronemia syndrome (FCS) and severe hypertriglyceridemia (SHTG) [6][18] - The estimated patient population for FCS in the U.S. is around 3,000, while SHTG has a much larger addressable market of over 1 million patients [70][72] Company Strategy and Development Direction - The company is executing on strategic priorities, including multiple independent launches and partnerships to enhance its product pipeline and revenue potential [5][8] - The focus remains on disease education and patient identification to maximize the potential of TrINGOLZA and prepare for the launch of Donadolorsen [35][96] - The company is well-positioned to leverage its first-mover advantage in both FCS and SHTG markets, aiming for substantial revenue growth and positive cash flow [22][39] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the evolving regulatory environment and potential disruptions due to new tariff policies but expressed confidence in the company's strategic execution [4][5] - The company is optimistic about achieving sustained revenue growth, with late-stage programs expected to deliver significant peak sales potential in the multibillion-dollar range [38][41] - Management emphasized the importance of ongoing patient identification efforts and payer engagement to ensure access to treatments [15][16] Other Important Information - The company completed licensing transactions for sapaglutzin and ex-U.S. commercialization rights for olazarcen, enhancing its financial outlook [33][34] - The company is actively engaging with payers to establish broad access for TrINGOLZA and Donadolorsen, with favorable coverage dynamics reported [12][13] Q&A Session Summary Question: Overlap between physician prescribers for FCS and SHTG - Management indicated significant overlap among cardiologists and endocrinologists treating both FCS and SHTG patients, which could facilitate the transition to SHTG treatment [48][49] Question: Preparation for Donadolorsen launch - The company is actively preparing for the launch of Donadolorsen, focusing on patient advocacy and physician education to facilitate transitions from existing therapies [59][60] Question: Impact of tariffs and FDA interactions - Management reported no significant impact from tariffs or changes in FDA interactions, with all programs on track [61][63] Question: Confidence in FCS patient estimates - The company expressed confidence in the estimated 3,000 FCS patients and is focused on increasing awareness and identification of these patients [68][70] Question: Channel stocking for TrINGOLZA - Management confirmed that TrINGOLZA sales are demand-driven, with no significant channel stocking observed [75][76] Question: Manufacturing footprint and tariff exposure - The company has a robust manufacturing supply chain in place and has not experienced any meaningful impacts from tariffs to date [78][79]

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