NEU neuren pharmaceuticals limited

NEU Vs Reata, page-69

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    Even if the post is AI Generated, it does raise a really interesting aspect - the valuation of the Alexion acquisition.

    I did not know about Alexion's purchase by Astra Zenica but was intrigued. I asked Gemini to give me a breakdown of the number of drugs that Alexion had/has, the number of conditions it treats, the number of patients for each condition, both in the US and outside the US and also the approximate drug pricing.

    It could be wrong but it spat out the following:
    Drug NameConditionEstimated Global PatientsUS PatientsTotal PatientsPrice (USD)Symptoms
    1Soliris (eculizumab)PNH10,000 - 15,0006,04318,543$400,000 - $700,000 per yearFatigue, anemia, blood clots, dark urine
    2Soliris (eculizumab)aHUS2,000 - 5,0001,000 - 2,5005,250$400,000 - $700,000 per yearKidney failure, low platelet count, hemolytic anemia
    3Soliris (eculizumab)gMG20,000 - 40,00010,000 - 20,00045,000$400,000 - $700,000 per yearMuscle weakness, fatigue, difficulty swallowing/breathing
    4Ultomiris (ravulizumab-cwvz)PNH10,000 - 15,0006,04318,543$600,000 per yearFatigue, anemia, blood clots, dark urine
    5Ultomiris (ravulizumab-cwvz)aHUS2,000 - 5,0001,000 - 2,5005,250$600,000 per yearKidney failure, low platelet count, hemolytic anemia
    6Ultomiris (ravulizumab-cwvz)gMG20,000 - 40,00010,000 - 20,00045,000

    7Total92,00075,586137,586
    It could obviously be wrong and the pricing/numbers could be wrong but if you take it as correct at face value, then I find it very, very interesting and very relevant to Neuren.

    Absolutely not arguing that we are worth $39b USD (even though I personally think we are) but I think its interesting to see nonetheless.
    Last edited by baldwidx: 23/02/25
 
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