DRI Healthcare's Strong Demand and Royalty Income Drive Buy Rating Despite Pricing PressuresWe expect that Vonjo volumes will continue to grow, and that overall gross to net pricing for the drug will eventually stabilize (pricing could be adjusted higher for other payors to offset the Medicare impact), however, our net price assumptions for Vonjo going forward have been reset lower, and we are now forecasting flat sales for 2025 before sales growth due to volume increases resumes. SOBI is also pursuing new indications for Vonjo including VEXAS syndrome, which are currently not included in our model, and could provide upside in the future.