Mar. 21 at 8:14 PM
$AKBA Estimating Vafseo's off label NDD US market use
(Multipart thread), during q1 2027, Vocal and Voice trial data will be out showing Vafseo (vs ESA) has less hospitalizations, less mortality, less dose changes, less Hb spikes, better iron mobilization, easier to nephros to prescribe and for patients to take, better quality RBC phenotypes (ie longer lifespan, increased O2 carry, larger, less ability to deform); we now should ask how about NDD off label use and how can we value that? These Vafseo (over ESAs) advantages are not just for DD as it deals with MOA and actual biology so easily translatable to NDD.
There are 500k US NDD anemic Stage 4-5 CKD patients who are aching for a once daily oral med that is better than ESA which they can take at home. Off label means you pay WAC price
$15500 for 300 mg starting Vafseo daily dose, take 30% off invoice discount and less than 400 mg ave DD dose, probably means akba gets
$3K a quarter or
$12K per year per patient.
