@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
US TYPE 2 DIABETES Competitive Intelligence
US TYPE 2 DIABETES Competitive Intelligence
Tirzepatide captured 41% of new GLP-1 starts in 12 months, while semaglutide's SELECT cardiovascular label reshapes a $22B US formulary landscape.
The US Type 2...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
US SPINAL MUSCULAR ATROPHY COMPETITIVE INTELLIGENCE
US SPINAL MUSCULAR ATROPHY COMPETITIVE INTELLIGENCE
A one-time $2.125 million gene therapy competes against two chronic SMN2 modifiers, and newborn screening now decides the winner at diagnosis.
Spinal muscular...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
UK SPINAL MUSCULAR ATROPHY COMPETITIVE INTELLIGENCE
UK SPINAL MUSCULAR ATROPHY COMPETITIVE INTELLIGENCE
All three UK SMA therapies cleared NICE with confidential pricing, so the 2021 newborn screening programme now decides who gets treated first.
An estimated...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
GCC SPINAL MUSCULAR ATROPHY Competitive Intelligence
GCC SPINAL MUSCULAR ATROPHY Competitive Intelligence
Three SMA mechanisms are formulary-listed in GCC, and newborn screening is generating 60-80 new gene-therapy candidates a year.
SMA incidence in GCC is estimated...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
US SICKLE CELL DISEASE Competitive Intelligence
US SICKLE CELL DISEASE Competitive Intelligence
Casgevy and Lyfgenia reset a 100,000-patient US market, yet hydroxyurea, proven decades ago, still reaches only 25-30% of eligible patients.
Sickle cell disease...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
UK SICKLE CELL DISEASE Competitive Intelligence
UK SICKLE CELL DISEASE Competitive Intelligence
Casgevy's NICE recommendation creates a £300-600 million a year NHS budget event, while Lyfgenia has no UK regulatory status at all.
The UK has an estimated...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
GCC SICKLE CELL DISEASE Competitive Intelligence
GCC SICKLE CELL DISEASE Competitive Intelligence
GCC's roughly 140,000 Saudi Arabia SCD patients depend on a 25-year-old generic after both novel disease-modifiers hit regulatory trouble since 2023.
GCC carries...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
US PSORIASIS Competitive Intelligence
US PSORIASIS Competitive Intelligence
Bimekizumab hit PASI 90 in 85% of patients versus 50% for ustekinumab, resetting psoriasis's efficacy bar across six competing mechanisms.
The moderate-to-severe...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
UK POMPE DISEASE Competitive Intelligence
UK POMPE DISEASE Competitive Intelligence
Avalglucosidase alfa's NICE recommendation is settled, so NHS conversion speed, not cost-effectiveness, now gates the switch from alglucosidase alfa.
An estimated...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
GCC POMPE DISEASE COMPETITIVE INTELLIGENCE
GCC POMPE DISEASE COMPETITIVE INTELLIGENCE
Lumizyme has been NPHC's covered standard since 2006, and next-generation ERT switch criteria still don't exist.
Pompe disease incidence in GCC is estimated at 1...
@moatrx
• 3 weeks ago
• comments: 0
Posted a new blog:
UK PNH COMPETITIVE INTELLIGENCE
UK PNH COMPETITIVE INTELLIGENCE
All three UK PNH agents cleared NICE's standard pathway, not the ultra-rare HST route, so dosing convenience now decides NHS share.
NHS England commissions PNH...
