Edgewise Therapeutics, Inc. (EWTX) Piper Sandler 37th Annual Healthcare Conference December 2, 2025 2:00 PM EST
Company Participants
Kevin Koch – President, CEO & Director
Conference Call Participants
Yasmeen Rahimi – Piper Sandler & Co., Research Division
Presentation
Yasmeen Rahimi
Piper Sandler & Co., Research Division
Good afternoon, everyone. Welcome to our Piper Sandler Healthcare Conference. My name is Yas Rahimi. I’m a senior biotech analyst at Piper Sandler. So thrilled to have the team from Edgewise Therapeutics here and lots to cover, and I don’t even know where to start in 25 minutes. So the team, I think probably the best place is to start with the near-term disclosure that you’re going to provide across 7500, the CIRRUS study.
Question-and-Answer Session
Yasmeen Rahimi
Piper Sandler & Co., Research Division
So I’m sure the first question from everyone throughout your meetings has been, are you on track to provide a disclosure this month? And what will the disclosure entail? So maybe help us understand that.
Kevin Koch
President, CEO & Director
Yes. So maybe take a step back and what — why we’re disclosing what we’re disclosing in December and then the subsequent disclosure in the first half of ’26. So what we’ve noticed is the run rate for mavacamten in HCM is now above $1 billion. So remember, there’s been a question, is about is there an HCM market? How big is that HCM market. So now with a run rate of north of $1 billion and additional agents probably coming into the area, it’s a substantial market. So what has limited the market for mavacamten. It’s that it’s well utilized within the center of excellences. We have academic centers that can do the echos, work through the REMS and treat the patients with the safety liabilities. What’s holding up that market is the ability to get into the community cardiologists.
