Spectrum Pharmaceutecals Inc (SPPI)

[antihama]

Poziotinib exon 20 insertion potential is $6 Billion! Yes, I said 6B! That’s huge! First. I want to thank Jack for this gem of a video by Dr. Heymack.

We know from the SPPI presentation that the EGFR and HER2 exon 20 insertion mutations affect ~19,700 patients worldwide (US, EU + Japan) in NSCLC. From the video, for the first time, we get a sense of the prevalence of these mutations in other cancer indications. He mentioned that you can find EGFR and HER2 exon 20 insertion mutations in some 20 other cancers and that when you add the sum of them together it’s more than you find in NSCLC. So that’s ~40,000 pts. If you multiple that by what is charged for Tagrisso or $153,000/ yr that comes to $6.12B. That's huge! and just amazing to think about!