RE:RE:RE:RE:RE:RE:RE:12,000 possible US Trogarzo patients? ok, yes, I ended up down a rabbit hole of Rukobia sales.
USA sales
Q1 2021 $7 mil
Q2 2021 $10 mil
Q3 2021 $15 mil
Q4 2021 $14 mil
Q1 2022 $15 mil
Got established (probably payor thing) then no growth over 3 Qs.
qwerty22 wrote:
Just on where Rukobia sales are going.
From what I can see GSK reported USA sales of $15 mil in 3rd Q and $14 mil in 4th Q. I guess 2022 wasn't quite a full year for this new drug.
This is trogarzo's main rival for MDR patients that need new options. As I said their absolute number is higher probably because they started with a much bigger pool of patients from their clinical trial but it doesn't look like there's much growth going on.
qwerty22 wrote:
GSK generated $43 mil in sales of fostemsavir (Rukobia) in the first year They had much larger clinical trials and the difference between their sales and THTX could easily just be the number of patients that flipped over from getting the drug for free to buying it on the market when it got approved. If anybody is patient enough we can wait see what happens in year 2 to their sales growth.
I really just don't expect that 12,000 headline number for potential patients captures the reality of the situation. Viiv's own research showed most MDR patients stable on the pre-existing hiv drugs, especially the newest ones. I don't think this is about THTX failing to execute, the market is just more limited than this 12,000 number leads you to think.
(Rukobia numbers on page 16)
https://www.gsk.com/media/7377/fy-2021-results-announcement.pdf
jeffm34 wrote:
I would like to see a cost comparison on the different treatment options. I think Taimed has priced the product out of the market like they have in Europe. Maybe try selling the drug at a reasonable price. If you cut the price in half could you at least double the number of patients?
SPCEO1 wrote: All of us would but don't bet on it. If something like that number of patients were possible it likely would have happened in the first couple of years when Trogarzo was on the market without any competition.
Bucknelly21 wrote: Id be happy with 1k of those 12k