Aug. 14 at 11:40 AM
$CELC I call it now -
$PFE will acquire celc because there’s no reason to collect 14% on an fda approved drug that will generate
$3B.
NCCN inclusion ahead of commercial launch is significant. It helps establish REVTORPYK in the treatment pathway before Celcuity even begins the full commercial rollout.
*
$30,000 per cycle WAC is substantial. That’s roughly a 25% premium to Piqray, according to the Needham note. Management had previously telegraphed premium pricing, so they’re apparently getting it. Before pricing was announced, Leerink had estimated around
$29K/month.
* 9.0–9.7 months treatment duration is encouraging commercially. At
$30K/cycle, duration matters enormously to eventual revenue per patient.
* Expanded Access Program before launch means physicians can begin getting experience with REVTORPYK rather than everything waiting for the late-Q3 commercial launch.