Anyone know what the cost of treatment is for Dacogen or what the reimbursement is for the drug? Trying to figure what the potential revenues of AML in Europe. Think ASTX mgmt said that the potential number of patients is 9,000. At $10,000, that means we are talking about $9M in revenue per year before royalty payments to ASTX. That appears low.
If they are the only one without competition could they bump it up alittle more. I was looking at vidaza treatment in the eu and taking 40% of market shares. I know its not the same but technically it is.
The cost is much greater than 10K. I believe when we had these discusses years ago, we were looking at about $42K per patient and that was when, they looked at dacogen as just one or two dosings. The dosage was lowered but the numbering of dosing are much greater today. We already heard a estimate from a analyst that $250M sales for aml in a few years.
The sad part aml is much further along, so pts do not have the same timeline as mds.