Off label is highly likely for Rux Refractrory aGvHD Adults ( or you die) and/or Chronic GvHD all age
Multiple expensive treatments are used Off Label, like Zolgensmas and Soliris.
Projecting the early months is nigh impossible- far too many variables.
My number of 1.6% relates to the month of July 2025. Potentially they will update the current month numbers.
I discounted the sale price by 10% to $175,000. Then because I wanted to find a number that would pump the share price I picked $100 million in annualised sales.
That equates to 6 patients at 8 treatments or 48 kits-at $175,000 each = 8,400,000 in July or 100 million annualised.
6 patients is 1.6% of the 375 Total annual pool. Nothing for Off Label.
I think my numbers are conservative.
Working out how many onboarded, who's insured, hospital approved etc, all too hard.
Consider a sick child near death and the medical team responsible for their care. They are moving heaven and earth to save a life. What would you be doing if it was your child? Or maybe you have a rux refractory parent?
They will find the onboarded and ready to treat facility.
Anyhoo just my view.
1.6% , mmmmm might be some upside
Even 0.8% of the market is 50 million annualised. Rest of the world to be licensed.
Hi Shorts, I hope I'm annoying you
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