For the fourth quarter, we expect Xtemvi Net product sales to be in the range of $140 million to $145 million. While we continue to expect increases in weekly dispenses as compared to Q3, it is important to remember that fourth quarter demand is affected by several major conferences and holidays. Our Q4 guidance represents annual revenue of $440 million to $445 million an amazing accomplishment at this stage in the launch. We also expect inventory levels to be consistent with Q3 at about two and a half weeks, gross to net discounts to be in the range of 43 to 45%, driven by ongoing Medicare mixed dynamics. Looking beyond 2025, we expect the gross to net discount to stabilize in a similar range. We are also expecting Q4 operating expenses to be higher than Q3, reflecting variable costs tied to increased volumes in demand and an increase in our quarterly DTC investment, bringing our full-year DTC investment to the top end of our provided range of $70 to $80 million.
Nov 4, 2025 / receipt
For the fourth quarter, we expect Xtemvi Net product sales to be in the range of $140 million to $145 million. While we continue to expect increases in weekly dispenses as compared to Q3, it is important to remember that fourth quarter demand is affected by several major conferences and holidays. Our Q4 guidance represents annual revenue of $440 million to $445 million an amazing accomplishment at this stage in the launch. We also expect inventory levels to be consistent with Q3 at about two and a half weeks, gross to net discounts to be in the range of 43 to 45%, driven by ongoing Medicare mixed dynamics. Looking beyond 2025, we expect the gross to net discount to stabilize in a similar range. We are also expecting Q4 operating expenses to be higher than Q3, reflecting variable costs tied to increased volumes in demand and an increase in our quarterly DTC investment, bringing our full-year DTC investment to the top end of our provided range of $70 to $80 million.
Nov 4, 2025 / receipt, needs a key / Jeff Farrow, CFO | earnings call 2025-11-04 | transcript 2b293695-d6d7-4114-bba9-7f902b04684e | chars 11692-12670 | segment 11
Looking specifically at the first quarter, we expect to again see the typical headwinds on Scripps and net sales, including higher patient out-of-pocket costs due to the annual resetting of deductibles, the impact of the holidays, winter storms across the country, and localized natural disasters, and the out-of-office impact of medical conferences as well as other potential patient dynamics, all of which could impact prescriptions.
Feb 25, 2025 / receipt, needs a key / Jeff Farrell, CFO | earnings call 2025-02-25 | transcript 75534037-6fdc-469b-ad22-330350b50642 | chars 14132-14567 | segment 14
Specialist, Payroll | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6186859004", "remote": false, "category": "finance_ops", "function": "finance", "location": "Irvine, California,
company_statement / Sep 10, 2026 / receipt
Medical Science Liaison (MSL) - North Central | {"ats": "greenhouse", "city": "Chicago, Illinois, United States; Detroit, Michigan, United States; Indianapolis, Indiana, United States; Milwaukee", "st
company_statement / Aug 31, 2026 / receipt
Associate Director, Chemical Development | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6146923004", "remote": false, "category": "other", "function": "retail", "location": "Irvin
company_statement / Aug 27, 2026 / receipt
Associate Director, Innovation Lab | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6163121004", "remote": false, "category": "other", "function": "retail", "location": "Irvine, Cal
company_statement / Aug 26, 2026 / receipt
Sr Director, Clinical Sciences | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6145690004", "remote": false, "category": "other", "function": "clinical", "location": "Irvine, Calif
company_statement / Aug 21, 2026 / receipt
Regional Sales Director - West | {"ats": "greenhouse", "city": null, "state": null, "job_id": "6134332004", "remote": false, "category": "sales_expansion", "function": "sales", "location": "Field - Un
company_statement / Aug 4, 2026 / receipt
Manager I, Regulatory Affairs Operations | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6130385004", "remote": false, "category": "other", "function": "legal", "location": "Irvine
company_statement / Jul 31, 2026 / receipt
Sr Director, Regulatory Affairs Strategy | {"ats": "greenhouse", "city": null, "state": null, "job_id": "6130381004", "remote": true, "category": "other", "function": "legal", "location": "United Stat
company_statement / Jul 30, 2026 / receipt
Key Account Leader - Texas District | {"ats": "greenhouse", "city": "Austin, Texas, United States; Dallas, Texas, United States; Houston", "state": "TX", "job_id": "6129074004", "remote": false, "cate
company_statement / Jul 28, 2026 / receipt
Territory Leader - Santa Monica & Hollywood, CA | {"ats": "greenhouse", "city": "Los Angeles", "state": "CA", "job_id": "6118928004", "remote": false, "category": "sales_expansion", "function": "other
company_statement / Jul 23, 2026 / receipt
Regional Director, Field Medical Affairs - East | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6116857004", "remote": false, "category": "new_geo", "function": "clinical", "locati
company_statement / Jul 17, 2026 / receipt
Sr Scientist - Analytical Development | {"ats": "greenhouse", "city": "Irvine", "state": "CA", "job_id": "6100032004", "remote": false, "category": "other", "function": "other", "location": "Irvine, C
company_statement / Jul 5, 2026 / receipt
| Aziz Madawala | Chief Commercial Officer | - | receipt |
| Aziz Motawala | Chief Commercial Officer | - | receipt |
| Bobby Azamian | CEO | - | receipt |
| Jeff Farrell | CFO | - | receipt |
| Jeff Farrow | CFO | - | receipt |
| 2026-11-03 | earnings call | scheduled | ir |