RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Addressable market
SPCEO1 wrote: Also, if THTX can use that study in its marketing of Trogarzo and it starts to be successful, you can be sure the competing products will be pointing to their sponsorship of the study to undermine its credibility.
scarlet1967 wrote: External Comparison of Ibalizumab in Trials vs. Other Regimens in OPERA - Full Text View - ClinicalTrials.gov
The trial was conducted by a third party!
"Sponsor:
Epividian
Collaborators:
Theratechnologies
FIECON
Information provided by (Responsible Party):
Epividian"
SPCEO1 wrote: There are FDA restrictions on what they can use in their sales ptiches - I am not sure yet if they will be able to use this directly or only indirectly when they are speaking with doctors. I suspect they will be able to use it directly but since THTX sponsored the work, maybe that makes it less usable as it is viewed as biased? Maybe they can only refer to it va their MSL's in teaching sessions they hold for doctors and their staff? I am just not sure how they can use it at this point. Also, their sales team is unlikely to get many one on one meetings with doctors for Trogarzo at this point, but if they can use this as a way to get such meetings, it could prove to be very helpful. Either way, it is not something where we should expect to see an immediate jump higher in sales, it will take time to get the message out.
palinc2000 wrote: You have doubts about THTX being able to cummunicate effectively to doctors!!!!!!!
Are you serious?
SPCEO1 wrote: Yes, I believe that is correct. And it could prove very helpful to sales but it is still hard to beat a pill even then. That data reported yesterday, however, if THTX is able to communicate it effectively to doctors, may be enough for patients to be willing to take the Trogarzo shot over competing pills. But don't expect immediate results on the Trogarzo sales front as it will take time for that data to be spread to doctors and my guess is patients are still likely to opt for pills unless their doctor makes a really convincing case to them. Some doctors will and some won't. So, it should help Trogarzo sales but time will tell by how much.
LouisW wrote: Your "simple at home" comment really interests me. Are you saying IM can be performed at home by themself? Patients no need to go to hospital?
I am sure the competitors do what they have to trying to undermine the integrity of other's studies...I am not that sure it's going to be convincing enough as it would be hard to question this third party's credibility as OPERA (data base) from Epividian is used for various studies by various companies.
From PR:
"Developed by epidemiologists at Epividian®, OPERA® is a large electronic health record (EHR) database containing patient-level data without identifiers and collected at the point of care for about 14% of the total U.S."
About OPERA:
Observational Pharmaco-Epidemiology Research & Analysis (OPERA)