NEU 2.81% $18.65 neuren pharmaceuticals limited

Ann: Neuren and Acadia expand global partnership for trofinetide, page-110

  1. 5,794 Posts.
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    Dumbposter,

    "There are an estimated 6,000 to 9,000 cases of Rett syndrome in the U.S. and a diagnosed population of 4,500 patients"

    4500 registered as diagnosed in the USA of the
    estimated prevalence. Not an estimate. An actual register.

    I am assuming that the number diagnosed will increase in the next 3-4 years now that there is a recognised treatment for it. Yes we can speculate what the diagnosed level will rise to from the current 4,500. I'd say to at least 6000-7500.
    Take 80% of that if you like for withdrawal although there were a number of practical reasons people went off the trial, like travel distance which will not apply, but happy to be conservative at 80% retention.

    Mateo's figures are consistent with the revenue generated already and the forecasts for the next quarter. That being 620 patients by then already.

    Even at 80% retention you could comfortably predict 3000-4000 patients by 2026/2027

    The revenue forecast for ROW was provided with the recent news.

    I've been called a magician before but there ain't no hocus pocus here.



    https://acadia.com/media/news-releases/acadia-pharmaceuticals-announces-u-s-fda-approval-of-daybue-trofinetide-for-the-treatment-of-rett-syndrome-in-adult-and-pediatric-patients-two-years-of-age-and-older/


    Last edited by goldenchook: 16/07/23
 
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