$SLNO Alright, more VYKAT effort-posting. Thesis: weight range doses from VYKAT XR’s start form combo’d w/ older, heavier real patients drives commercial WAC > than trial experience. Also, widely cited WAC from clinical trial is just a plain misnomer that disguises VYKAT’s
Background detail on why real world could be older & heavier: $SLNO program enrollment criteria was initially 8y/o< ~100pt that enrolled age 4-8 cohort and expanded to n=127 after 2018 FDA feedback. $SLNO capped enrollment weight at 20kg-135kg Claims analysis suggest median PWS
Slide 5: normal distributions of weight from each study & net price implications 6. LN for each studies headline weight stats with normal curves still lit up in the visual 7. Final results table with Q3 revenue (assuming 28 days of free drug, 5 start forms arriving for the
@blankspacenom This is a fantastic analysis sir, thank you very much! And the idea is brilliant!
@blankspacenom TLDR: beat, raise, lambo
Oh so THIS is what it feels like to have alpha, cool :)