DE MONITOR - De Pharming Expert schreef op 13 augustus 2021 10:00:
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Je kan niet zeggen dat de omzet 'ten koste' gegaan is van acute middelen Cinryze en Firazyr. Takeda zet in op de profylaxe markt met Takhzyro en dat gaat ze behoorlijk goed af.
Cinryze en Firazyr worden inderdaad afgebouwd maar het is opmerkelijk dat je die afbouw niet in die mate terugziet in opbouw bij Ruconest.
Bovendien heeft Takhzyro veel nieuwe patiënten geworven. 50% van de patiënten was zelfs nieuw bij Takeda:
TAKHZYRO is increasing new patients to Takeda; nearly 50% of patient growth is derived from patients not previously on a Takeda therapyOok Pharming heeft nu al last van deze profylaxe middelen. Dit zei Sijmen bij de Q2 presentatie daarover:
Yeah, sometimes we do. Sometimes we don't. It's very difficult, Alex. You're right, there's a mechanism like that. There's also a mechanism that we see that there's a certain saturation point now reached of
patient switching over to these new prophylactic therapies that at least will be taught to KOLs, what they tell us. And that means that indeed, you have to replace if you have a severely affected patient,
and they go on prophylaxis, they often mostly continue to use RUCONEST but on a lower frequency. That's correct. And if you replace them with patients that are using root canals for breakthrough attacks, you need to replace them with more patients. That is correct.