Aug. 26 at 10:03 AM
$AUTL My bull case for AUTL is based on obe-cel getting approved in severve lupus nephritis. A certain percentage of this patient population develop end-stage kidney disease (ESKD), where patients often require dialysis or transplantation.
Given the fact that dialysis costs around 90,000 $ per year in the US (and even in Germany it costs around 70,000 $ per year), the price tag of obe-cel should not be much of an issue in case it can reduce the risk of ESKD next to zero, since the cost of the drug would amortise in five years (not to mention the improvement in quality of life for the patients affected).
AUTL estimates the eligible patient population between 25,000 and 35,000 with yearly new additions therefore a huge revenue and profit potential for AUTL
https://autolus.gcs-web.com/static-files/97acab06-6877-46f2-9629-77d248f55bbc
