The cost of Kcentra® is $1.27 per unit; a single dose of Kcentra® for an 80 kg patient costs $5,080. (Page 1 Executive Summary line 8-9).
Not an expert here, so no idea if this is current, but it sounds about right. The difference is is not that big, .65*$24,750 is about $9k, however that is for the lowest dose. I would really have to question a pharmacist who balks on a potential life for $4k. High dose will be prohibitively expensive in comparison. The thing is, we know that KCentra will not do anything on an OD of a FXai.
At the ASM, PTLA said they would be coming out with a cost comparison of not using Andexxa. Now is their chance to bold and underline that cost difference and get it to every hospital that has not had A on formulary yet or decided against stocking it. Hope they don't wait too long. The momentum is with the company.
I was very encouraged by this week's earnings report. If they can keep it up at their current pace, you would have to think SOC would come in late 2020 or 2021, when all 7 European countries are online, we get to 1000 hospitals, and Andexxa is proven to work. Not to mention, I'm sure the early wrongful death lawsuits would have made some decent progress into some settlements, but hopefully PTLA is bought out by then for $90ps.
Citi has a PT of $50 and their latest report is titled "The Time to Buy is Now"
OpCo has a $42 PT, and CS's PT is just $4 away.