From JP Morgan analyst Cory Kasimov in a note to clients after the DRP news was released:
"The subtypes of DRP matched the overall epidemiology of the disease: 67% ADP, 15% PDP [I think Casimov meant to say PDD], 10% vascular dementia, <10% dementia with lewy bodies, <5% frontotemporal dementia."
Only 20% of those in the 12-week, open-label part of the study failed to proceed to the 26-week randomization period.
The question the FDA will ponder is whether to approve Nuplazid for all the DRP subtypes or confine approval to ADP. If the latter, sales will still explode, easily making Nuplazid a blockbuster drug.
In an annual report years ago, ACAD said that "more than five million people in the United States have Alzheimer's disease and, of these patients, an estimated 25% to 50% suffer from ADP." If that figure is still accurate -- ACAD has since revised those numbers to include the whole DRP class -- it comes out to between 1.2 and 2.5 million patients just in the U.S.