Replies to post #406879 on Anavex Life Sciences Corp (AVXL)

[Mikesc]

Where things get weird for me is what happens to rare disease drug pricing when it's approved for a large indication like AD? I assume the price drops for those with the rare disease indications too.

This what I believe is BP's biggest fear about TGD. The man is compassionate.

[Joseph_K]

Where things get weird for me is what happens to rare disease drug pricing when it's approved for a large indication like AD? I assume the price drops for those with the rare disease indications too.

I think that's the expectation, and I regard it as a good thing. The company still makes money on volume. There's no reason for rare-disease patients (or the government or insurers) to pay exorbitant amounts for a massively sold drug; and the company, in this case Anavex, still has the benefits of the rare pediatric disease voucher.

The company this development could hurt, it seems to me, is Acadia. Unless trofinetide has some great value compared to blarcamesine if they're alternatives (or has substantial impact above and beyond blarcamesine's if they're used together), Acadia would not be able to charge rare-disease prices, even though its drug could be sold only to a tiny market. (This assumes that trofinetide does not address any indications beyond Rett Syndrome; and that blarcamesine is approved for Rett plus some non-rare disease, like Alzheimer's or Parkinson's DD.)

[sab63090]

Thanks, Kevin and sorry to hear about your situation with your father, too!

My wife's fear is that her father also died with this and thinks she might be at risk, too...