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Whalatane

06/22/17 11:11 AM

#212005 RE: DewDiligence #212004

Dew from Matt Herper

Currently, Ilaris is used in periodic fever syndromes and systemic juvenile idiopathic arthritis and generates only $250 million a year in sales, according to Timothy Anderson, a pharmaceuticals analyst at Bernstein Research. He says it lists at $200,000 a year in those indications. However, it is dosed monthly. In the new clinical trial, it was be given four times a year, yielding a price of about $60,000 at current costs.

Still, at $60,000 a year, the drug would cost four times more than the new cholesterol drugs, known as PCSK9 inhibitors, made by Amgen and the partnership of Regeneron and Sanofi.

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25% of those who survive an MI will have another CV event within the following 5 yrs ....so this is a huge market and unlikely to be able to absorb anything close to a $60,000 cost per patient per yr .....look at the push back on PCSK9's at $14,000 a yr.

Regarding Vascepa reducing MACE ...well I hope so since I'm prescribed it ..:-)

There are many small trials indicating benefit ...I'll try and link one published in Feb ....whether that plays out in the population being studied in Amarins Reduce It trial remains to be seen but I think we will see benefit in post MI / PCI patients

Chk ...http://www.sciencedirect.com/science/article/pii/S016752731633563X

JMO
Kiwi