AssAssertio Holdings Inc (ASRT)

[dcaf7]

I think to estimate the effect of inclusion of same day dosing in NCCN guidelines on sales of Rolvedon, you need to look at what happened to Neulasta. A same day dosing of Neulasta was studied in 266-patient double-blind trial and it demonstrated non-inferiority. Amgen submitted data to NCCN and NCCN guidelines state that "Neulasta same day administered the day after myelosuppressive chemotherapy is supported by category one evidence, however FDA approved dosing schedule is still recommended". With that, why would they go for Onpro? On the other hand, "a survey of physicians who administer Neulasta reported that 31.6% of patients were treated on a “same-day” schedule because of patient/caregiver travel distance and practice related consideration". If same is applicable to Rolvedon after including it in NCCN guidelines, we may expect ~30% increase in treatable patient population.