Aug. 21 at 1:35 AM
$CRNX
Paltusotine is designed to replace monthly injectable somatostatin analogs (octreotide LAR, lanreotide) with a once‑daily pill. In acromegaly:
• U.S. prevalence: ~25–27k patients; ~3k new cases/year.   
• Patients needing chronic medical therapy: Surgery is first‑line, but ~50% aren’t cured and require meds (primarily SSAs), which is the core paltusotine target. That implies roughly 12–14k U.S. patients as an initial addressable pool, before considering add‑on/second‑line use. 
Context:
• The somatostatin analogs market across all indications (acromegaly + NETs, etc.) is much larger—~
$7B+ in 2024–2025—but only a slice of that is acromegaly. Paltusotine is aimed at the acromegaly SSA slice first.  
• CRNX reported positive Phase 3 data and positioned paltusotine as a once‑daily oral that could replace injections—a key adoption driver if approved.
