$40k is probably on the money given the example DrT recently provided of Tibsovo - https://www.fiercebiotech.com/special-report/20-tibsovo charging US$26k per treatment - just under AUD$40k.
Fast facts about Tibsovo:
Owner: Agios
Market Cap: ~US$2b
Peak Sales: US$300m - assuming this is an annual figure?
Total AML US market (2 treatments Tibsovo and Idhifa): 20% of AML patient population
Annual US Patients: 700-1100
DrT stated the potential market for Bisantrene is "far larger" than Tibsovo. Would be good to get an indication of this at the AGM and what the global patient population may look like, not just that of the US.
Note that Agios has two FDA approved treatments and also has several others in the pipeline.
$40k is probably on the money given the example DrT recently...
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