What I want to know - What's the price point fo
Post# of 148179
What's the price point for leronlimab? Who's responsible for setting that price point? If the price point is lower is that price point locked down in the contract so it is not arbitrarily raised?
With the history of Turing/Vyera/Phoenix US AG raising drug prices to obscene levels they could end up screwing themselves along with us in the bargain.
50% of net sales doesn't mean a damn thing if we don't have the sales to begin with. What do you think market penetration will be in combo at a $120,000 a year? I think we'd back ourselves into a corner with almost exclusively MDR4 patients. Maybe 800 scripts. $96 million gross sales, 50% net sales of that is rather dreary.
What's worse, in monotherapy insurance companies and even the feds will go with $18k a year HAART. I would be amazed if we were able to double the script numbers. 50% net sales of $192 million, well yippiee ki yay! Off label usage, well cast those dreams aside.
You may say, but look how much we can charge in cancer. A lower drug price in cancer means we'll have more widespread usage (possibly including prophylaxis) that will more than offset the decreased price.
The one good thing about this deal is that when they breach the contract (and they will) we can tell them to f off.