SCYX

Bull points

• we did a lot of research in prelaunch to identify the territories that would be most advantageous and productive for us to address, and you can imagine it was high fluconazole prescription writers, and those are the doctors that we're targeting.
• it's a very concentrated territory, which makes it easier for us to address, and that's what we're seeing right now.
• we are seeing, it's really, I'm very, very delighted and extremely encouraged because part of it is what we do, part of it is organic. We are seeing prescribers, and it's increasing month over month, we are seeing prescribers broaden their clinical experience by using BrexFM for more patients.

Bear points

• COVID-19 pandemic has impacted the ability of the institutions to really focus the resources in really enrolling or doing research. And a lot of the resources were focused in COVID-related, COVID-19-related type of research if they were still available there.
• I'm delighted with the efforts and results of the payer national account teams. They have strong customer relationships and deep tenure in this space. Based on all of this, we are on pace to meet our goal of Tier 3 coverage non-preferred. We will begin educating and activating patients early next year. Pre-launch research showed high patient motivation based on the strong attributes of Brexifem. Similar to the positive physician reception we have been experiencing, we expect consistent response from patients. The marketing team is working hard to deliver compelling patient education materials in 2022. It is incredibly fulfilling to bring a new product to market that addresses an unmet need where there has not been a new development in a long time and where there was high frustration about lack of scientific advancement in this area until now. Again, the response we are receiving from the medical community is encouraging and extremely satisfying. I look forward to reporting on the team's continued progress in 2022. Thank you, and I will now turn the call over to Dr. David Angulo, our Chief Medical Officer. David? Dr. David Angulo Thank you, Christine. After hearing these positive trends regarding breakfast and commercialization activities, I will be sharing with you some updates in our development programs. Please keep in mind that the programs I will be covering in this section are evaluating indications that are not approving BrexFM labeling, but potential indications for ibrexafungur and their clinical development.
• We did not draw down additional debt from our remaining $30 million Hercules and SBB term loan facility in the third quarter, but we'll have access to additional capital in 2022, sending reporting positive phase three data in our candle, recurring VBC, and achieving certain sales thresholds.