Oct. 25 at 1:29 PM
$VTYX clinical efficacy data in recurrent pericarditis likely coming mid-November. That's a pretty rare condition.. 10-20,000 patients in the US. Likely qualifies for orphan drug status. Current best treatment is through IV, branded Arcalyst.
$200K a year. Almost
$300M in sales in 2024.
Because it's such a rare condition, recurrent pericarditis can get approved relatively quickly. Importantly, there's read-through from VTX-3232 to VTX-2735 because both are NLRP3 inhibitors.
More tidbits will be coming on Parkinson's front as well. They're planning a phase 2 trial but I think they will likely simply partner it and ... this can solve the cash runway for the entire company.