Eplontersen Sodium is an antisense oligonucleotide commercialized by AstraZeneca, with a leading Pre-Registration program in Familial Amyloid Neuropathies. According to Globaldata, it is involved in 6 clinical trials, of which 3 were completed, and 3 are ongoing. GlobalData uses proprietary data and analytics to provide a complete picture of Eplontersen Sodium’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for Eplontersen Sodium is expected to reach an annual total of $451 mn by 2032 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
Eplontersen Sodium Overview
AKCEA-TTR-LRx is under development for the treatment of familial amyloid polyneuropathy (FAP/hereditary transthyretin amyloidosis) and transthyretin mediated amyloid cardiomyopathy. It is administered through subcutaneous route. The drug candidate acts by targeting transthyretin (TTR) protein. It is developed based on ligand conjugated antisense technology (LICA) platform.
AstraZeneca is a biopharmaceutical company, which is focused on discovery, production and commercialization of a range of prescription drugs. It develops products related to therapy areas such as respiratory, cardiovascular, renal and metabolic diseases, cancer, autoimmune, infection and neurological diseases. The company’s product portfolio includes biologics, prescription pharmaceuticals and vaccines. AstraZeneca sells its products through wholly- owned local marketing companies, distributors and local representative offices. The company markets its products to primary care and specialty care physicians. The company operates in Europe, the Americas, Asia, Africa and Australasia. AstraZeneca is headquartered in Cambridge, Cambridgeshire, the UK.
The company reported revenues of (US Dollars) US$44,351 million for the fiscal year ended December 2022 (FY2022), an increase of 18.5% over FY2021. In FY2022, the company’s operating margin was 8.5%, compared to an operating margin of 2.8% in FY2021. In FY2022, the company recorded a net margin of 7.4%, compared to a net margin of 0.3% in FY2021. The company reported revenues of US$11,416 million for the second quarter ended June 2023, an increase of 4.9% over the previous quarter.
For a complete picture of Eplontersen Sodium’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.