beeldscherm schreef op 4 oktober 2017 14:29:
What is the market structurefor HAE treatment products?
Shire PLC (SHP, covered by Morgan Stanley analyst Nicolas Guyon-Gellin)has three
products in the HAE market (Cinryze,Firazyr and Kalbitor) with a total of ~84% market
share (Exhibit 6). Other players include Pharming (Ruconest, 0.6% market share) and
CSL(Berinert, 15% market share).
0,6 ms denk wel een verdubbeling
Why does Cinryze havethegreatest share of products in the HAE market?
Treatment of HAE consists of prophylaxis, management of acute attacks,and
prophylactic therapy in situations where attacks may occur.
We believe the average annual episode rate for HAE sufferers is ~8x. We estimate
treatment with Cinryze would incur a cost of ~US$5446 per episode or US$43,568 pa
for average acute treatment (i.e.,eight episodes pa). This compares to the cost of
prophylactic treatment with Cinryze at our estimate of ~US$567k pa. The cost ratio for
prophylactic to acute treatment is therefore ~13:1 highlighting why the prophylactic
market is larger than the acute market.
Cinryze was granted Orphan Drug Status by the US FDA thereby providing market
exclusivity for prophylactic treatment of HAE. This market exclusivity expired October
2015. This market exclusivity for prophylaxis is the major reason Cinryze holds ~46% of
the market.
dus als de Bla goedkeuring er gaat komen voor Ruconest prophylaxis gaat m.i de market share naar 10/15 % op zijn minst..
wie??