IXC 1.43% 7.1¢ invex therapeutics ltd

The path to a Billion Dollar + company, page-270

  1. 443 Posts.
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    Great find!

    Well worth all interested LTHs reading this study of the patient data in Wales between 2003 and 2017.

    I think we need to be careful not to confuse 'prevalence' with 'incidence'. I'm married to someone in the health sector and she tells me that prevalence includes all cases (new and pre-existing) in the population at the specified time, whereas incidence is limited to new cases only.

    However the incidence figure in Wales in the study had increased from 2.3 per 100,000 / year in 2003 to 7.8 in 2017, largely in line with corresponding (ongoing) increases in obesity / BMI.

    Invex have been stating in their Prezzos that they believe the EU & UK market consists of circa 24,000 patients with IIH. If we exclude Russia then the population number of the EU & UK is - I believe - around 650M. If the Welsh incidence numbers were to be mirrored throughout the rest of the EU & UK then I reckon the number of IIH patients is more like 51,000 (and growing).

    Obviously the big unknown here is whether or not the Welsh stats are reflected in the rest of the UK and EU but this must be a sensible question for us to put to Invex either now or the next time we get a Q&A opportunity.
 
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