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Monday, June 15, 2026 · Week 24 of launch · Q2 board prep

Sonarex launch · executive view.

4 months post-launch. On track on revenue, ahead on coverage, behind on Go-Get conversion, monitoring competitive pressure from BMS/Krazati.

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Q1 2026 Sonarex revenue

$4.2M

Partial month (Feb 16–Mar 31)

Q2 2026 projected

$28M

Internal target · analyst consensus $24–30M

HCPs prescribing (YTD)

33 of 200

16.5% of target cohort

Brain mets share (target cohort)

42%

Of new starts with active brain mets

Plan vs actual

  • First 100 Rx milestone

    AHEAD

    Plan: Week 18 · Actual: Week 15

  • 10 active speaker KOLs

    ON TRACK

    Plan: Week 24 · Actual: Week 24 · 8 of 10

  • Major payer coverage 75%+

    AHEAD

    Plan: Week 26 · Actual: Week 24 · 80%

  • Go-Get conversion 12 of 20

    BEHIND

    Plan: Q4 · Actual: Q2 · 5 of 20

  • SONAR-3 enrollment 30 sites

    ON TRACK

    Plan: Q3 · Actual: Q2 · 27 sites active

KOL engagement health

  • Tier 1 (top 5 MA)Strong

    All 5 actively engaged · Sabari, Rotow, Hanna, Bestvina, Reuss

  • Tier 2 (remaining 10 MA)Healthy

    8 of 10 active · 2 lapsed (re-engagement scheduled)

  • Commercial Ad-Board (15)Strong

    13 of 15 active · 2 in conversion

  • Go-Get (20)At risk

    9 of 20 active · need 12 by year-end

Competitive position

  • vs Lumakras (Amgen)

    Declining share. Q1 sales $76M (-15% YoY). Sonarex displacement working — 5 Q1 switches in target cohort. Positioning holds.

  • vs Krazati (BMS)

    Gaining share. Q1 $112M (+38%). Direct competitor in academic centers. Action: Q3 brand response.

  • Pipeline · divarasib (Roche)

    ESMO 2026 (Sep) readout incoming. ACE monitoring. Risk: increases competitive density.

Cross-functional alignment

  • Commercial + Medical Affairs: aligned on brain mets positioning, validated at ad-board
  • Brand + Market Access: weekly sync established · payer coverage on track
  • Field + MSL: KOL coordination via ACE, no observed conflicts in territory
  • Patient Services + Field: cross-function trigger latency at 4h avg (target: <2h)
  • MA + Regulatory: SNX-Combo MA-INT materials cleared on schedule

Q2 Board Meeting · July 18, 2026

Three slides Devon will lead with.

  1. 1. We're ahead on revenue and coverage. $28M projected Q2 vs $24-30M analyst consensus. Payer formulary 80% in 4 months (target was 75% in 6 months).
  2. 2. The brain mets wedge is working — KOLs are advocates. 42% share in active-brain-mets new starts. Ad-board validation unanimous. ASCO 2026 oral by Sabari amplified the story.
  3. 3. Competitive pressure is real and we know what to do. Krazati Q1 +38% YoY. Our Q3 plan: brand response ad-board, refreshed market access toolkit, Q4 brand-level segmentation refresh.
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