Insurance CoverageThe entire Zoryve portfolio is covered by the three national PBMs, and management reported that over 80% of prescriptions are covered by insurance.
M&A PotentialThe success of the Zoryve commercialization and label expansion opportunities represent an increasingly attractive M&A target for larger derm players.
Sales PerformanceTotal product sales beat consensus, with management reporting 19% prescription growth, and GTN remains stable in the 50% range.