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Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%Nov 5 3:59 PM EST
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To: Art Bechhoefer who wrote (51959)6/16/2022 12:07:24 PM
From: A.J. Mullen  Read Replies (1) of 52153
 
I hold some ALNY. Alnylam will be putting vitrisiran up against its own Onpattro in h-ATTR despite the latter having slightly better gross margins. The price will be the same ($463K/year!). The rationale is more convenient dosing - quarterly injections versus intravenous infusions every three weeks - will increase the take up. I don't know the administration regime for the IONIS product, Tegsedi, but did read it has boxed warnings for thrombocytopenia and glomerulonephritis.

Meanwhile ALNY is running a trial in cardiomyopathy in an attempt to expand the market for Onppatro, currently estimated at only 10-15 000 in the US. I think the report on the trial, Apollo B, is due in July.

Ashley
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