RareValue Example: IgA Nephropathy
IgA Nephropathy is the most common form of glomerulonephritis and a principal cause of ESRD worldwide with no current treatment. Typical clinical features include hematuria and proteinuria with 30% of patients developing progressive renal failure.
The overall score (11.9) is based on the individual scores from price to treatment. Although we assign discrete scoring, we include statistical ranges to account for (1) where assumptions were made in the absence of exact data and (b) to allow our clients to execute sensitivity analysis as they apply their insights or as more information becomes available. Scores are useful in isolation; they become far more useful when comparing with other opportunities as one would do in managing a portfolio. The model also reveals an opportunity shape to help visualize the different factors and, similar to score, to overlay different opportunities and their associated shapes to compare and contrast dynamics.
When you click into each investment factor, we provide both an assessment summary and, when applicable, a more detailed quantitative view of how scores were developed (e.g., severity based on DALY). For example, the price score is high as there is no treatment available besides symptomatic treatments, but the competitive score (2.8) is moderate as there are three (3) candidate products in the pipeline and all in Stage III.
A critical application of this model is to make an informed investment decision in a single disease or molecule. The other powerful application is to compare investment options based on the overall score and the score for each factor, revealed below when comparing IgA Nephropathy, Anti-GBM Disease, DiGeorge Syndrome, and Guillan-Barré Syndrome.
When you click into each investment factor, we provide both an assessment summary and, when applicable, a more detailed quantitative view of how scores were developed (e.g., severity based on DALY). For example, the price score is high as there is no treatment available besides symptomatic treatments, but the competitive score (2.8) is moderate as there are three (3) candidate products in the pipeline and all in Stage III.
A critical application of this model is to make an informed investment decision in a single disease or molecule. The other powerful application is to compare investment options based on the overall score and the score for each factor, revealed below when comparing IgA Nephropathy, Anti-GBM Disease, DiGeorge Syndrome, and Guillan-Barré Syndrome.