Hi Pinton72,Thanks for sharing. Interesting first drug to market...

Hi Pinton72,

Thanks for sharing.

Interesting first drug to market comparison with Oleogel-s10.

Amrty Pharma 's Oleogel-s10 is interesting one; Epidermolysis Bullosa seems to effect in US 1 in 30,000 to 50,000 and approx 500k population world wide, although swift uptake expected peak sales are expected to be US $256m approx another suggesting EU $140m and another suggesting it could become a $1bn product;

Based on this on face value and admittedly small amount of research, given Trofitide has Peak sales US at $500m and assumed the same in ROW = $1bn peak sales globally...Hashan Disilva noted in his coverage Trofinitide was $1.1bn total sales product conservatively in US, globally $2.2bn conservatively.

This deal for Amrty Pharma was for $1.5bn based on a half of our estimated US Peaks Sales or a quarter of our assumed global potential peak sales.

Is Neu worth $6bn for Trofinitide?

The exact prevalence of epidermolysis bullosa simplex is unknown, but this condition is estimated to affect 1 in 30,000 to 50,000 people.

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjHnZKen7v8AhVc8TgGHdiZBR0QFnoECBEQAQ&url=https%3A%2F%2Fwww.clinicaltrialsarena.com%2Fcomment%2Famryts-oleogel-s10-approvable-in-epidermolysis-bullosa%2F&usg=AOvVaw0ajGU4QEI_OTbmG7DgQkrS


https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&cad=rja&uact=8&ved=2ahUKEwizydblprv8AhVs7zgGHX4iCDAQFnoECA4QAQ&url=https%3A%2F%2Ffinance.yahoo.com%2Fnews%2Ffilsuvezs-european-approval-adds-growth-165424701.html&usg=AOvVaw1ICyKWMbvoj9Et6VP9XIce

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwizydblprv8AhVs7zgGHX4iCDAQFnoECBIQAQ&url=https%3A%2F%2Fpharmaphorum.com%2Fnews%2Ffda-turns-down-amryts-epidermolysis-bullosa-drug%2F&usg=AOvVaw1WixRcbx3nXulCkpFqaoy2