Oct. 4 at 1:07 PM
$LCTX The Eye of the Storm
On potential cost vs Current standard of care..
These Numbers seem high but are actually less than the current standard of care...
AI perspective..
Roche could easily justify a
$100K–
$150K price if OpRegen demonstrates multi-year or permanent visual stabilization.
• Even at 10% global penetration, Roche’s potential topline impact is
$20–
$40 billion — putting OpRegen in blockbuster range.
• Medicare/insurance economics are favorable because chronic care with Syfovre already costs
$12–25K per year, indefinitely.
When Roche approaches insurers, these factors will dominate:
• Durability: Is OpRegen’s effect long-lasting (multi-year, permanent)?
• Patient selection: Late-stage vs. early-stage GA patients.
• Functional improvement: Vision gains (vs. slowing decline).
• Quality of life metrics: Ability to live independently, reduced caregiver burden.
• Medicare coverage: GA patients are older (Medicare Part B).
