Feb. 10 at 2:48 PM
$INTS hey claw hows these apples
Typical orphan oncology pricing
Approved orphan oncology drugs usually price at:
$120K –
$250K per patient per year
Often higher if:
no alternatives
survival benefit
specialist-administered
Let’s take a very conservative number:
👉
$150,000 per patient
Revenue math (conservative)
25,000 patients ×
$150,000 =
$3.75 BILLION per year
That’s not fantasy — that’s normal orphan oncology economics.
Even if uptake is slower
10,000 patients →
$1.5B/year
5,000 patients →
$750M/year
Still enormous for a company INTS’ size.
Market exclusivity multiplier
With Orphan Drug exclusivity:
7 years protected in the US
Plus patents, EU orphan protection, etc.
Even discounting heavily:
$1B/year × 7 years =
$7B gross protected revenue window
That’s why big pharma pays up before approval.
What that means for valuation (rough rule of thumb)
Biotech M&A and approvals often value oncology assets at:
3–6× peak sales (conservative)
Or NPV of future cash flows
