Onpattro
$475M ONPATTRO
Global 2021 Net Product Revenues
>2,050 Patients Worldwide on Commercial ONPATTRO at YE 2021
• Steady patient growth continues across key markets
• U.S. QoQ growth of 17% impacted by:
– Demand growth +4% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (+15%)
– Modest increase in gross to net deductions (-2%)
• ROW growth driven broadly by increased demand from Europe, Canada, and Japan and favorability in gross to net deductions.
Q4 2020 $ 90.4m ($ 43.1m US)
Q1 2021 $ 102.0m ($ 49.5m US)
Q2 2021 $ 113.8m ($ 52.4m US)
Q3 2021 $ 120.3m ($ 51.2m US)
Q4 2021 $ 138.6m ($ 60.1m US)
Givlaari
$128M GIVLAARI Global 2021 Net Product Revenues
>350 Patients Worldwide on Commercial GIVLAARI at YE 2021
• U.S. QoQ growth of 35% impacted by:
– Demand growth +8% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (+20%)
– Decrease in gross to net deductions in Q4 (+6%)
• ROW growth primarily driven by new patient adds in Germany, France, Italy, and Spain
Q4 2020 $ 22.1m ($ 16.8m US)
Q1 2021 $ 27.7m ($ 17.8m US)
Q2 2021 $ 30.6m ($ 22.4m US)
Q3 2021 $ 31.8m ($ 22.4m US)
Q4 2021 $ 40.7m ($ 30.2m US)
Oxlumo
$60M OXLUMO Global 2021 Net Product Revenues
>140 Patients Worldwide on Commercial OXLUMO at YE 2021
• U.S. QoQ growth of 9% impacted by:
– Demand growth +15% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (-6%)
• ROW results favorably impacted by increase in patients on therapy in established markets, geographic expansion, and favorability in gross to net deductions
Q4 2020 $ 0.3m ($ 0.3m)
Q1 2021 $ 9.1m ($ 1.4m)
Q2 2021 $ 16.3m ($ 6.5m)
Q3 2021 $ 14.9m ($5.2m)
Q4 2021 $ 19.2m ($5.7m)
$475M ONPATTRO
Global 2021 Net Product Revenues
>2,050 Patients Worldwide on Commercial ONPATTRO at YE 2021
• Steady patient growth continues across key markets
• U.S. QoQ growth of 17% impacted by:
– Demand growth +4% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (+15%)
– Modest increase in gross to net deductions (-2%)
• ROW growth driven broadly by increased demand from Europe, Canada, and Japan and favorability in gross to net deductions.
Q4 2020 $ 90.4m ($ 43.1m US)
Q1 2021 $ 102.0m ($ 49.5m US)
Q2 2021 $ 113.8m ($ 52.4m US)
Q3 2021 $ 120.3m ($ 51.2m US)
Q4 2021 $ 138.6m ($ 60.1m US)
Givlaari
$128M GIVLAARI Global 2021 Net Product Revenues
>350 Patients Worldwide on Commercial GIVLAARI at YE 2021
• U.S. QoQ growth of 35% impacted by:
– Demand growth +8% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (+20%)
– Decrease in gross to net deductions in Q4 (+6%)
• ROW growth primarily driven by new patient adds in Germany, France, Italy, and Spain
Q4 2020 $ 22.1m ($ 16.8m US)
Q1 2021 $ 27.7m ($ 17.8m US)
Q2 2021 $ 30.6m ($ 22.4m US)
Q3 2021 $ 31.8m ($ 22.4m US)
Q4 2021 $ 40.7m ($ 30.2m US)
Oxlumo
$60M OXLUMO Global 2021 Net Product Revenues
>140 Patients Worldwide on Commercial OXLUMO at YE 2021
• U.S. QoQ growth of 9% impacted by:
– Demand growth +15% due primarily to an increase in patients on therapy
– Inventory stocking dynamics (-6%)
• ROW results favorably impacted by increase in patients on therapy in established markets, geographic expansion, and favorability in gross to net deductions
Q4 2020 $ 0.3m ($ 0.3m)
Q1 2021 $ 9.1m ($ 1.4m)
Q2 2021 $ 16.3m ($ 6.5m)
Q3 2021 $ 14.9m ($5.2m)
Q4 2021 $ 19.2m ($5.7m)