Jun. 25 at 11:46 AM
$REPL a thought to start the morning…
Did some reading last night, as I’m interested in the potential for TUDRIQEV (formerly RP1) on a global scale. According to the World Cancer Research Fund, there are 300,000 new cases of advanced melanoma worldwide that are diagnosed each year. Studies suggest that a significant proportion of patients with advanced melanoma develop resistance to anti-PD-1 therapy, with estimates ranging from 36% to 50%. I realize that’s a wide range, but stay with me. At those percentages, we are looking at, potentially, somewhere between 108,000–150,000 new patients globally where this drug (of course in combination with Opdivo), is the best in class treatment. That’s a lot higher number than the 10,000-13,000 potential patients just in the U.S. I realize those global numbers could be as much as 2-3 years down the road—but maybe not. Once approved by the FDA, other countries tend to follow pretty quickly. EMA meetings 2nd half 2025. Do the math. Exciting.
