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Posted On: 12/28/2019 1:31:12 AM
Post# of 155790
TechGuru, thank you for sharing this model.
Following area a few observations:
Did you mean by "Cost of drug" --> "Retail price"?
It is my understanding they start at $60K price point with $45-60K range.
But, what is the cut of PBM, wholesaler and pharmacy out of it before collected by Vyera? Also, they may potentially start with some initial discounts to the Retail price, that may increase initial marketing costs.
COGS for 350mg from Samsung is $3K, per their agreement announcement, and we get 10% of it from Vyera.
Following area a few observations:
Did you mean by "Cost of drug" --> "Retail price"?
It is my understanding they start at $60K price point with $45-60K range.
But, what is the cut of PBM, wholesaler and pharmacy out of it before collected by Vyera? Also, they may potentially start with some initial discounts to the Retail price, that may increase initial marketing costs.
COGS for 350mg from Samsung is $3K, per their agreement announcement, and we get 10% of it from Vyera.
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