Re: MDGL at Evercore yesterday
Why only 10%? There isnít another option. Also, it is an oral medication. No needle phobia or infusion centres. Once a day with a rather benign safety profile will encourage more patients to use it and more docs to prescribe it. Yes, I think the price will be closer to $70,000 and margins will be very high, likely over 90%. There will be a copay program but I think of that as expanding the market, not hurting margins
Now, being ultra conservative and using your $1.5B figure for US sales, what MC does Madrigal deserve when you also throw in ROW?
Iíll throw in a couple of quotes for everyone to chew on
We've been waiting for a long, long time for a therapy for these patients. Stephen Harrison, MD, lead investigator of the MAESTRO-NASH trial
EASL's vice secretary Aleksander Krag, MD, PhD, professor and head of hepatology at University of Southern Denmark and Odense University Hospital remarked, "This is so exciting. This phase 3 trial is a real game-changer in the field of fatty liver disease because it has nearly 1000 patients over 52 weeks of treatment."