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dewophile

02/12/15 11:23 PM

#187474 RE: ciotera #187471

i don't think anyone disputes that at some point you run out of treatable pts (converting to just incidence treatment rates). the difference is that now there is no reason for anyone to wait to treat for a better therapy. you may get to 6 weeks but who really cares about shaving off a few weeks of pills. so now you are going to have everyone looking to get treated and genuinely work through the entire prevalence pool. of course not all will ultimately be diagnosed but i woudl say the overwhelming majority of those that are diagnosed eventually work through the system and get treated (how fast is obviously a somewhat open question)
now how much lower should one ascribe to the PE of these drugs because of a finite pt pool - i don;t know. somewhat lower for sure, unless you thinnk this won't play out until the patent life of the drug (i don't believe this but i do think there is a good decade of sizable market after the US peaks in 3 years or so)