Clinical Efficacy DataAnalyst cites preliminary open-label extension data from the Phase 3 ARGUS trial showing an approximate 50% reduction in median countable motor seizures in Dravet syndrome, which supports the valuation thesis for the epilepsy franchise.
Commercial PerformanceAnalyst notes WAKIX sales exceeded expectations with continued patient growth, signaling durable commercial momentum for the lead product.
Regulatory ProgressAnalyst highlights positive pivotal bioequivalence for a gastro-resistant pitolisant formulation, supporting a planned NDA submission in early 2026 and a potential approval that could remove the need for dose titration.