Winstgevend schreef op 25 maart 2019 15:38:
Little wonder that even before today’s Pharming setback Kempen saw Ruconest prophylaxis sales reaching just $150m, citing the drug’s relatively poor efficacy, inconvenient dosing schedule and mode of administration.
More bullish analysts at Stiefel say Ruconest's retention rates have been good, and while acknowledging the likely market shift caused by Takhzyro they reckon there is enough room for Pharming to play here.
But like Cinryze Ruconest is delivered IV, in contrast to Takhzyro and Haegarda’s more convenient subcutaneous route of administration. A final point in the bear thesis is that Biocryst has an oral kallikrein inhibitor, BCX7353, in phase III and slated for launch in late 2020.
Perhaps Valeant, which handed back US Ruconest rights in 2016, realised such problems early on.