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Whalatane

11/17/25 2:14 AM

#680 RE: Fred Kadiddlehopper #677

Commercial potential ?
One view

RZ358 is being developed as an add-on for diazoxide/SSA failures, not 1L.
To displace a cheap oral 1L, you’d need head-to-head data and payers OK with a ~$300k/yr IV mAb.
Co’s own funnel (~1,500 US kids) caps initial CHI sales at a few hundred million, not $1B.



1L = first line .
Because of the expected cost of the drug , expect payors to insist patient fail on first line therapy first

Kiwi