PTLA: I agree with Bevyxxa's conservative $1.5B, but KOL think Bevyxxa
is a breakthrough drug for VTE prevention in immobilized hospitalized
patients, like in SRPT case, I believe in KOL and Bevyxxa potential to
reach $2+B is very high, not including B branching into Eliquis's
multi-billion indications which I am confident PTLA is planning to do
and B may beat Eliquis because Bevyxxa’s Unique Properties, also
filing new patents which may have longer protection than Eliquis's.
Why is the very low Andexxa's potential of only $250-400M, PTLA is
seeing 440K bleeding events by 2020, Andexxa's price may be critical
part for Andexxa peak sales estimates, from what I can hear from
PTLA CEO comments, Andexxa may be price at $35k/event, even at
the $35k price, it still saves money because top 20% the bleeding
events cost more than $100K/case, at very conservative 20% market
penetration at price of $15K, 440kx20%x$15k=$1.32B by year 2020.
I guess you are using the current marketed antidotes price to estimate
Andexxa's price, hence the $250-$400M peak sales. I believe your price
estimate is too low. For strategic reasons, PFE+BMY or JNJ better
buy out PTLA, do you agree?
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