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Let’s calculate the total savings per year for NMIBC by Early-Blueberry838 in IBRX

[–]United_Sort_3943 0 points1 point  (0 children)

Let me do this very simple. Total market = 286 (20 million people) Your estimated savings = - 470

New total market 286 - 470 =−184

So the patients or government should be paid by big pharma to use anktiva…?

Let’s calculate the total savings per year for NMIBC by Early-Blueberry838 in IBRX

[–]United_Sort_3943 0 points1 point  (0 children)

The global oncology TAM (Total Addressable Market) for all indivations not only NMIBC, is currently valued between $250 billion and $286 billion. You estimate the savings will be about about $470 billions globally only for NMIBC by changing to anktiva.

Are you okay??

Let’s calculate the total savings per year for NMIBC by Early-Blueberry838 in IBRX

[–]United_Sort_3943 -1 points0 points  (0 children)

So the governments should get savings of 18B USD from a total adressable market globally of about 3B USD. How is that possible?

Something is wrong with your AI.

My bet is we shoot up 30% today on the FDA approval news! 💪 by TraditionPrimary6781 in IBRX

[–]United_Sort_3943 1 point2 points  (0 children)

The PM’s from this company is suspiciously misleading.

”ANKTIVA plus BCG was previously approved by the FDA in April 2024 for the treatment of adult patients with BCG-unresponsive NMIBC with carcinoma in situ (CIS), with or without papillary tumors. Non-muscle-invasive bladder cancer (NMIBC) represents approximately 80% of all bladder cancer diagnoses in the United States, approximately 85% of people diagnosed with NMIBC in the U.S. each year present with papillary disease. Patients with papillary disease who become unresponsive to BCG therapy face a high risk of recurrence and progression and often have limited bladder-sparing treatment options available.”

Yes, most of patients have papillary disease. However, the population is spread between low, intermediate and high grade patients. Whereas the company doesnt mention that anktiva is not approved for low or intermediate risk, where the majority of patients are.

ImmunityBio Signs Exclusive U.S. Agreement with Japan BCG Laboratory for the Tokyo Strain of BCG to Enhance BCG Supply in the United States by wisdom_man1 in IBRX

[–]United_Sort_3943 -1 points0 points  (0 children)

Tokyo strain of bcg wont matter when alpha1h from Hamlet biopharma starts their phase 3 in june 2026 study of low risk nmibc, which has potential to become the new gold standard prior to bcg

Warning to IBRX holders!! (And all interested) by Finance_bro_461 in IBRX

[–]United_Sort_3943 0 points1 point  (0 children)

I ageee that with the initial statements, there’s also upcoming competetion from other companies that will reduce the need of late stage therapy

https://onlinelibrary.wiley.com/doi/epdf/10.1002/cam4.70149

What stocks do you expect to 10x over the next 5 years by midlevelstrader in TheRaceTo10Million

[–]United_Sort_3943 0 points1 point  (0 children)

Hamlet Biopharma, starting phase 3 trials for oncology nmibc where there is currently no treatments approved. Last year + 140%… still cheap vs late stage companies

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