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Msg  2805 of 3273  at  2/6/2020 10:20:46 AM  by

agrossfarm


 In response to msg 2804 by  Biotech_Jim
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Re: For the FWIW column

I am wondering whether you have an explanation why there are so many companies pursuing PNH, given that
 
1. PNH has a very small addressable market
 
2. recruitment must be very slow 
 
3. most of the market is owned by ALXN, but available to a safer more convenient treatment
 
4. there are 37 active trials for PNH with over 10 drug candidates 
 
5. treatment price will likely decline significantly as soon as there is more than 1 approved treatment 


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Replies
Msg # Subject Author Recs Date Posted
2806 Re: For the FWIW column Biotech_Jim 2 2/6/2020 10:32:21 AM






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