Replies to post #238167 on Biotech Values

[DewDiligence]

Re: Zeposia

Getting a good formulary position could be very troublesome due to price. The MS drugs tend to all be about 80-85k/year but UC med's are less and I don't think they can change one price for one indication and a different price for another.

What is the after-rebate (U.S) price range of the other small-molecule drugs for UC? Maybe they are not that different from the ~$50K you cited for the MS drugs.

Thanks for weighing in!

[DewDiligence]

Both Zeposia and Mayzent are easier to initiate than Gilenya.

Zeposia requires dose titration, so I presume you’re referring to lab tests that were required for starting Gilenya, but are not needed for Mayzent and Zeposia. Can you elaborate?

[DewDiligence]

2Q21 Zeposia sales were $28M (up from $18M in 1Q21). I was expecting a steeper ramp given that 2Q21 was more than one year since FDA approval. What about you?

[DewDiligence]

PFE's Etrasimod is taking aim at BMY's Zeposia. I'm long both companies, but I should probably root for Zeposia insofar as it figures to be a larger proportion of total corporate sales.

[DewDiligence]

PFE intends to position Etrasimod for UC as better than (BMY’s) Zeposia and safer than (ABBV’s) Rinvoq:

https://www.evaluate.com/vantage/articles/news/trial-results-snippets/pfizer-seeks-put-etrasimod-first