55X_ROI_Q1_2026
Nov 13, 4:19 PM
$SLS $ABBV $XBI
10,000 CR2 *
$500K rev per patient
SLS is worth close to
$25B just for this CR2 setting, not factoring CR1 or CR3, or global numbers.
Angelos M. Stergiou President, CEO & Director
I think if I can just chime in for one second, Li, to add on to what Dr. Jamy just said - in our research that we have done in the U.S., EU5 and Japan only, once you funnel through the treatment landscape, that allows for about •10,000 patients or so that would be eligible in the CR2 maintenance phase,
And as you know very well, there's nothing approved in CR2 maintenance - remember, we're going after patients in second complete remission, where nothing is approved. Even venetoclax and hypomethylate- as you heard from Dr. Jamy, but also previously from Dr. Levy, it's still in that 6, 7, 8 months' time frame. So more and more drugs have gotten patients into remission. Unfortunately, those ineligible or unable to get transplanted just don't do well, and that's where w…
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