Dosing is considerably different for MPS than OA. MPS has approximately 4-5x greater number of injections than OA. I'm expecting the price to be around 12k (range estimate 5k-15k) for a course of treatment. Addressable market (not TAM) is anywhere between 8,000-12,000 in my estimation, so my revenue estimate is between 96 mill to 144 mill. I'm factoring in the lower estimate to determine the possible size of any partnership deal.
It is possible the deal could be much larger due to addressing ERT and bone marrow patients, as well as iPPS having multiple targets and providing multiple benefits, but we also need to remember it will not be a first-line treatment and instead needs to be used in conjunction with first-line treatments.
My views only, dyor
Dosing is considerably different for MPS than OA. MPS has...
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