Great analysis thus far which I agree with. CD has perfectly...

Great analysis thus far which I agree with. CD has perfectly explained it.

CGRP drugs e.g Erenumab treats IIH headaches successfully but doesn't address the underlying raised intracranial pressure.

Presendin treats the IIH headaches successfully and reduces the raised intracranial pressure.

The primary issue with using CGRP for IIH is - with CGRP drugs the IIH headaches are masked, so if they relapse and there is raised Intracranial Pressure they could go blind. Whereas, Presendin reduces intracranial pressure and prevents vision loss.

This is why the regulators want to see reduction in ICP e.g. EMA and vision improvement e.g. FDA.

Erenumab will never get listed for 1st line treatment of IIH for this reason, but may be a useful adjunct in addition to Presendin. This will not affect our TAM and I do not believe it is a competitor.