Nov. 12 at 9:40 PM
$KALV I'm just trying to play out some of the main points of call and extrapolate them through the 4th quarter.
Here are a couple important points that aren't getting enough recognition.
- CEO says about half of those 937 patient starts are a part of the patient population with severe HAE
- Says this population is re-prescribing 3-4 times a month.
-Ekterly wholesale price is about
$16K per dose, similar to current treatments
Here's the extrapolation:
- If half of those 937 patients are dosing 3-4 times a month (like the CEO said), then on average, about 468 patients will be prescribed 9-12 doses just in the 4th quarter alone.
- Thats ~4,200 to 5,600 doses just from that patient population that is currently getting prescribed Ekterly.
-At
$16,000 per dose, just that population represents from
$65-
$90 million in sales in the 4th Q alone.
-This is apart from the other half of the patients and the incremental ones still to come.
$KALV will be profitable sooner than we think. Where am I wrong?
