Feb. 4 at 4:44 PM
$RGNX
Novartis on sales potential of IT and IV SMA treatment:
"Now Itvisma, which we haven’t had as much attention, but it’s something we continue to believe has a significant overall sales potential, total potential for this brand across the IV and IT of
$3 billion+. "
On sales ramp:
"I think over the next 2-3 years, we would expect really Itvisma to penetrate the majority of the kind of relevant patient pool that it has and then come back down, as we saw with Zolgensma, more to a steady state because of the nature of the one-time therapy. So I think relative to other brands, the ramp will be on the faster side."