Solana Company Q2 FY2023 Earnings Call
· Earnings call transcript and AI-powered summary
- Revenue Growth: Q2 2023 revenue was $256,000, up 115% YoY (from $119,000 in Q2 2022) and up 131% QoQ (from Q1 2023), primarily driven by U.S. sales under the now-terminated PTAP discount program.
- PTAP Program Conclusion: The PoNS Therapy Access Program (PTAP) ended June 30, 2023. It successfully improved patient access and helped populate the MS registry with data critical for future third-party reimbursement efforts.
- Reimbursement Strategy: Post-PTAP, U.S. sales will transition to cash-pay while Helius actively pursues reimbursement via CMS and private payers. DMEPOS accreditation obtained, enabling Medicare billing capabilities. Company optimistic about CMS’s proposed TCET reimbursement pathway for breakthrough devices like PoNS (designations in MS and stroke).
- Clinical Trials Update:
- PoNSTEP (MS Study): Six centers of excellence currently participating. Enrollment goal increased beyond initial 5 patients per site due to higher demand.
- Stroke Study (Medical University of South Carolina): Trial expanded from 12 to 60 patients to support breakthrough designation and future FDA authorization pathway.
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