Shield Therapeutics PLC’s (LON:STX) fresh batch of data on Ferracru is strongly supportive of ongoing discussions for the global commercialisation, pricing and reimbursement, says Proactive analyst Emma Ulker.
Last week, the specialty pharmaceutical firm released findings of a reanalysis of the AEGIS-H2H study, indicating that its oral iron replacement treatment is a credible alternative to intravenous (IV) therapy for iron deficiency anaemia and corrects anaemia and maintains iron levels over the long term.
Ulker said the long term clinical durability of Feraccru, its cost-efficacy and ease-of-use when compared to the standard IV iron, support discussions with potential US partners.
A licensing deal in the US, where it would be called Accrufer, can start to unlock the world’s largest iron replacement market which represents c70% of the estimated US$3bn global market.
The outcomes of the analysis can also help supporting STX’s partner Norgine to negotiate on pricing and coverage decisions in the broader European markets as well for ASK Pharm, the company’s partner in China, Ulker added.