NEU neuren pharmaceuticals limited

Ann: Neuren and Acadia expand global partnership for trofinetide, page-112

  1. 593 Posts.
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    I modelled Neuren's potential future guestimation of numbers over the weekend.
    US $375K per patient
    EU and Japan $150K (based on estimates that US pricing is on average 2.4x higher than these regions.
    EU and Japan everything under $100K at 15% and over >$100K at 20% tiered royalties

    To produce revenue estimate for NEU excluding Fragile X or NNZ2591

    Assuming slower growth in EU and Japan (conservative keeping to lower end number of patients provided by Neuren)

    Slowing of growth as some stop use and new patients pick up use.

    Interested in feedback.

    https://hotcopper.com.au/data/attachments/5431/5431004-b4c89a3e39df4049f2c40835d2372e68.jpg


    Last edited by Nnyck777: 16/07/23
 
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