Sep. 9 at 9:25 PM
$SGMT Denifanstat's potential in replacing Accutane is astounding.
Retail pharmacies dispensed 19.8 million outpatient prescriptions for isotretinoin from marketing in 1982 through 2000. From 1983 through 1993, the median annual number of prescriptions was just over 800,000; between 1992 and 2000, the number of prescriptions increased 2.5-fold (250%) to nearly 2 million in year 2000. (see link for 2002 article). If denifanstat reaches half the number of patients (400k) that Accutane reached in its first decade, the annual revenue is
$5B+. This doesn't even take into account that the US population in 1982 was just 230M vs 345M today.
https://pubmed.ncbi.nlm.nih.gov/11907498/#:~:text=Results%3A%20Retail%20pharmacies%20dispensed%2019.8%20million%20outpatient,about%20275%25%20increases%20from%201995%20through%201999.