Theratechnologies Inc T.TH

Clinical and economic impact of ibalizumab for MDR cohorts

[scarlet1967]

Trogarzo may never reach the initial sale projection but as per CEO the drug is projected to have a %25 percent compounded growth in the next four years from very low current sale levels as it is currently the only drug which is still effective when other antiviral medication are failing due to viral cross resistance.
The article below was posted yesterday on JAIDS.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7066538/
 

“We project that ibalizumab will substantially improve survival for people with MDR HIV. As with most biologics, the cost of ibalizumab is high, and thus ibalizumab is not cost-effective by general US criteria despite its clinical benefit. Nevertheless, for highly treatment-experienced people with MDR HIV who have limited treatment options and virologic failure, ibalizumab is currently the only available treatment that will improve survival. Given the small size of the US population that will benefit from ibalizumab, the total budget impact to payers will be low despite the high cost of the drug.”

[palinc2000]

I was under the impression that the 25% compounded growth was for total sales not Trogarzo s , Since Egrifta is not yet expected to grow much if prescribed for lipo only  the griowth would mostly come from Trog thus a lot more thsn 25% ,,,

[scarlet1967]

That could be the case I guess we see in the next earning PR where the sale growth are. I have the feeling as elective treatments have been postponed due to covid19 and many patients avoid hospitals and clinics we might see Egrifta also has been contributing to the increased sales. In terms of net revenue the increase sales of Egrifta with healthy margin will bring in more $ rather than Trogarzo

[qwerty22]

It's good to read this, that the drug is secure in it's clinical position but as they say that position is as a last option for people with nowhere else to go. I think if he wants to grow at 25% even from this low base then really he's talking about going out and winning more sales than would organically come in based on the present clinical use. He's going to need to put those

[scarlet1967]

I put a couple of times articles re drug marketing, of course for MDR patients with failed regimen using all other ART drugs there is no choice rather than going with Trogarzo as last line of defense, but generally speaking the trend has been even prior to pandemic to reduce the sale force and use electronic communication reaching out to more doctors/patient even in urban areas. They also talked