Oztrader schreef op 12 januari 2018 11:40:
I've read through the 221 pages and my first comment, we talk about the share price going up and green, but what some of these patients have gone through is really brutal. Hearing their stories made my profits seem so much less important.
For the first hundred pages the real focus was on how patients need the awareness raised for HAE so that doctors can properly diagnose them. A lot suffered for 5-10 years before getting diagnosed with doctors telling them it's in their head or giving them other medication.
Ruconest is not mentioned until the 141st page and it was not significant in the context of the report. Other drugs by shire and csl are mentioned above pharming. Even in discussions on prophylactic use (p. 172) lanadelumab and haegarda were mentioned with great hope, no mention on Ruconest here. The biggest issue I see with Ruconest is that they only have one form of administration (IV) with patients talking about complications with IV ports. The shortage of cinryze definitely has helped pharming, and will in the future, but until Pharming has a sub q or oral formulation other drug companies will be preferred (if their product is available).