Sep. 16 at 12:23 PM
$IFRX 2 years of “covering the nut” —
How much royalties will Inflarx earn is Stadison gets approved on just AAV (grok)?
- Total 5-Year Revenue: ~
$1.075 billion USD (2029-2033)
- Longer-Term (10 Years): Could reach
$2-3 billion cumulative if penetration hits 70% and patient pool grows to 70,000 (due to aging population and awareness). This represents 10-15% of the global vasculitis biologics market (
$10-15B by 2030), aligned with China's share.
- Upside/Downside: Bull case (
$2B+ over 5 years) if BDB-001 gets breakthrough designation and fast-tracks reimbursement; bear case (
$500M) if pricing caps at
$15,000 or penetration stalls at 30% due to generics.
Estimated Royalties to
$IFRX (10% on Net Sales)
Under the InflaRx-Staidson agreement,
$IFRX receives 10% of net sales.
- Total 5-Year Royalty to
$IFRX: ~
$97 million USD.
- Longer-Term (10 Years): ~
$200-300 million cumulative, providing meaningful non-dilutive funding for
$IFRX's pipeline (e.g., vilobelimab in other indications).
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