TVTX · CIK 1438533
What Travere Therapeutics, Inc. told the SEC could break it.
1 self-disclosed vulnerability, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for TVTX. More may follow as additional filings are processed.
In its own words
What could break it.
Supplier concentration
- Sole-source CMOs for FILSPARI & Thiola; FILSPARI API manufactured by China-located third partiesmedium
Travere has no manufacturing capabilities and relies on third-party manufacturers that are sole-source suppliers for its commercial products — a single supplier for Thiola, and contract manufacturers for FILSPARI's active pharmaceutical ingredient, primary/secondary packaging and serialization. Critically, some of the third parties that make API for FILSPARI and its product candidates are located in China, so a disruption there (natural disaster, staffing shortages, trade/geopolitical actions) could prevent adequate supply. Travere mitigates by holding more than a one-year production plan of inventory, but the concentration in sole-source (and China-located) manufacturers is a core supply-chain vulnerability for its lead product.
“In addition, we rely on third-party manufacturers, some of whom are located in China, to manufacture API for FILSPARI and certain of our product candidates.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
CSL Vifor (CSL Limited)
“Under the terms of our exclusive license to CSL Vifor, CSL Vifor is responsible for all commercialization”
Cited →Chugai Pharmaceutical Co., Ltd.
“Under the terms of the licensing agreement, Chugai is responsible for development, regulatory matters, and commercialization in the licensed territories.”
Cited →
Its suppliers
“Pursuant to the Ligand License Agreement, we are obligated to pay Ligand (and Bristol-Myers Squibb Company ("BMS")) an escalating royalty between 15% and 17% of net sales of sparsentan, with payments due quarterly.”
Cited →
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