Hi @RYNZN,Where do you get these numbers from?DMD TAM we’re...

Hi @RYNZN,

Where do you get these numbers from?

DMD TAM we’re aiming at currently is $4 bill p.a. according to recent ANP presentation of which we hope to get $1 bill if successful. Earliest we could hope to be commercial is 2025-26 assuming accelerated approval. Are you saying the DMD market is going to expand 4.5 times in 5-6 years?

Rett syndrome (RYT) affects approximately one in every 8,500 girls (wiki) to one in every 10-15,000 girls (NEU). Boys with the RTT die shortly after birth. Girls with RTT live longer on average than DMD boys (50% still alive at age 50 according to wiki), so although there is less incidence rate than DMD, there are much more who live past 30.

NEU’s Trofinetide is the ONLY treatment available for RTT. NEU’s partner Arcadia estimates treating potentially 4,500 girls in the US and NEU estimates a total of 12,500 globally (not the total RTT population). At USD 375k per year treatment in the US that equates to $1.7 bill revenues just in the US of which NEU/Arcadia has no competition. Global TAM approximately $4.5 bill.

I think we have good market prospects but think you’re a little optimistic with the 18 times TAM for DMD vs RTT.