PDP impacts a huge number of Parkinson's patients. Merck's drug likely would have been an adjunct at best to levadopa. However, I'm going to throw out there that we shouldn't assume that pimavanserin only impacts PDP. The mechanism of action suggests that it might have a more profound impact on the disease as 2a blockage increases dopamine in the frontal lobes. It has been years since I did research in this area, but I remember it from my scientific days.
All my opinion but pimavanserin shares a market with no other drugs in its class...it owns the entire potential market for this particular class of agent in Parkinson's, Alzheimer's, schiz and other indications. I think they need to look at bipolar disorder also. I saw that seeking alpha said potential revenue of maybe $2b...way too conservative in my opinion. These silly analysts look at a drug like risperidone, but fail to understand that risperidone shared their market with olanzapine, aripiprazole, quetiapine and others. There is only ONE pimavanserin...this pie gets cut one way....we get the whole pie. When analysts realize that things will become much more interesting.