Peter Greenleaf: Yes, so I think — did you have another question?
Unidentified Analyst: I can I can ask that after this one. Thank you.
Peter Greenleaf: Yes, I have a fast response to that. I mean, we’re going to try to stay consistent with what we did last year and give some sort of steer, prior to or around or before JPMorgan next year. And I think there’s a lot of things weighing on net. But that’s, that’s what we did last year. I think we gave some characterization in Q3, due to the summer challenges we saw in 2022. And then we reaffirmed that or got tighter on it prior to JPMorgan. So we’re going to stay consistent with that, and not give any look for 2024 until then. You had another question, Vish?
Unidentified Analyst: Yes, I had a question regarding the net pricing. So based on the information given in the press release, and on the call, it seems that even for Q3, that guided price, the net price that we’re seeing is a little bit above that guidance price. How do you see that settling over Q4?
Peter Greenleaf: I think the best way to think about this, and I realize, we’ve been pretty dogmatic about this, our estimate of average net of 65,000 per patient per year. But I think I would hope that everyone can appreciate that we have slowly sailed down closer and closer to that point. We don’t give quarterly guidance. So not going to be much very helpful there. But I guess what I would encourage you to do is just look at the trend, and then continue to trend it downward into the quarter. And we think as that settles out, it’ll be closer to an average of 65 net per patient per year.
Unidentified Analyst: Got it. Thank you.
Operator: Our next question is from Olivia Brayer with Cantor Fitzgerald. Please proceed.
Olivia Brayer: Hey, good morning, guys. Thank you for the question. Wanted to drill down on PSF trends? It looks like there’s a downward trend in October versus what you saw in August and September. So how should we be thinking about patient start form growth over the next few months? And then I got a quick follow up?
Peter Greenleaf: Yes, well, first thing I would just take you backwards a little bit on is, it was encouraging to see the PSF work that we did in those summer months that we had not historically seen the two years before that. And then the trend in October was still higher than what we had seen in the same time period last year. So I guess what I would lead with is we’re trying not to read too much into it. And, recent numbers look, encouraging is all I will leave you with and we’re talking somewhere around 5 to 10 PSF difference from what we saw in those summer months to what we saw on in October. So I’d say there’s a level of consistency there. And our hope would be as we get into now, October, November, December, that we’re going to see an increase in that trend. So…
Olivia Brayer: Okay, thanks Peter there. And can you give us any color on or any more color on how the strategic review process is going? And really, I guess my question is whether there have been any learnings or takeaways from the process, since you began it back in June.
Peter Greenleaf: As I’m sure you can appreciate, my hands are somewhat tied on what I can and can’t say here. But so I’m going to I’m going to stick to that outside of saying that we’re working hard, and we’re taking it very serious. And that’s both at the management level and the board level, we see this as a real opportunity to accelerate our strategy and to keep an open mind in all directions. Not that we’ve not historically done that. But this gives us a very focused way to do it. When we have more or something material to report. It’s on our — it’s in our obviously our best interest to report that out. And we’ll make sure to do so. But outside of that I can’t give much more color.
Olivia Brayer: Okay, great. Thank you.
Peter Greenleaf: Thanks, Olivia
Operator: Our next question is from Justin Kim with Oppenheimer and Company. Please proceed.
Justin Kim: Hi, good morning from ASN actually and congrats on the progress and thanks for letting us ask the questions. And I just want to touch on the script question again. Are you kind of seeing maybe more of a smoothening and avoiding of maybe that seasonality this summer. I’m just curious, do you have any color as to what might be driving that smoothing, or whether there’s sort of a new level being reached here? Just any additional sort of color that maybe is more sort of patient and prescriber practice-based would be helpful. Thank you.
Peter Greenleaf: Justin, I hope Philadelphia is going well for you. Our team is on the ground as well for ASN. We worked a lot of different angles, and I think in the summer months, and I give a lot, I give credit to the people who are driving this, which is our marketing and sales people out there doing their work on a day-to-day basis. I think the data around the extension study being published was quite helpful, the Biopsy data quite helpful. We had a blitz of tactical execution during that time period. I think all points to potential levers, but I think the base of your question, and the one that we need to continue to prove out, is that it’s consistent, and that it can pull forward, and that we’re going to start reaching new levels on PSF trends.
It’s important for the, not just the near-term execution, but more importantly, the long-term growth and how big the product can be in the future. So yes outside of a host of different tactics and the new data that we have to bring to bear on the market, those are the two things I would point to. And then, I guess, reinforce what your underlying question is, which is we need to continue to see a new plateau start to be reached in terms of PSF performance moving from that, let’s call it 450 or so PSFs per quarter to 480 and 500 and 500 and beyond. We believe that this new data, alongside of our push on talking about guidelines, impacted disease, treating to target, are all parts of key components of unleashing that.
Justin Kim: Thank you.
Operator: Our next question is from Ed Arce with HC Wainwright. Please proceed.
Ed Arce: Hey, Peter and Joe. Congrats on a strong quarter, and let me add my greetings as well from ASN. I wanted to ask you about the guidelines. And as you mentioned, some of the points from the EULAR guidelines, it seems really quite supportive of LUPKYNIS. But I wanted to ask, as the guidelines from KDIGO and ACR are forthcoming. How do you view these as important in driving awareness with physicians and growing strips more consistently? And would you expect these other two guidelines to be as supportive as EULAR? And I guess, along with that would they include the three major studies that you mentioned, as well as the DDI study?
