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rosemountbomber

04/27/24 8:06 PM

#423616 RE: rosemountbomber #423615

The following should not have been as a quote:

Sure, there may not be any interest by any big EU Pharma but imo it would not necessarily be because of reimbursements, since there are many acquisitions made well before even drug approvals, never mind reimbursements.

Whalatane

04/27/24 8:08 PM

#423617 RE: rosemountbomber #423615

RMB. Denner's argument is economies of scale . A pervious poster had linked the pages in their presentation .
NVS has economies of scale because they already have a sales force in the EU promoting Inclisiran ( their PCSK9 ) for CAD patients .
IMHO the ideal combination for CAD patients is Inclisiran plus Vascepa .I wish Kaiser would allow me to do it .

Inclisiran is 3 shots for the first yr and 2 shots per year after that ...dramatically lowers LDL cholesterol ...done in a clinic. .
First shot would be at annual physical so after that its just getting the patient back 6 mths later for their second shot .
Likely far better adherence
The problem with Statins is that roughly 50% drop them after the first year ( so adherence is poor ) and theres an increased risk for diabetes.
PCSK9's like Repatha that I'm on ...require a trip to the hospital pharmacy once a month ( can't be shipped as its refrigerated ) and relies on my rather poor ability to self inject myself ( sub Q ) every 2 weeks.

So replace Statins and the other PCSK9's with Inclisiran and Vascepa ...both sold by NVS. .
But NVS will want AMRN to get full EU reimbursement in place first ...which so far AMRN has failed to do .....and we await details on Wed as to any plans they may have in that area to be divulged .

Kiwi