A global biotech developing an ex-vivo gene therapy for a rare neuromuscular disorder asked Thelansis to build a cross-market patient funnel and uptake forecast. The therapy was nearing regulatory submissions in the US, EU5 and select APAC markets. Early clinical data showed durable functional gains and a lower hospitalization burden, but the commercial challenges were structural.
Epidemiology was inconsistent across markets.
Diagnostic rates ranged from above 70% in Germany to below 25% in several APAC markets, driven by limited NGS and enzyme testing access.
Payers were signaling interest in outcomes-linked contracting, so precise patient identification was essential for budget-impact planning.
Epidemiology and forecasting inputs came from HEOR, medical and commercial teams, each working from its own assumptions.
That made pricing, payer review timelines and launch sequencing hard to justify. The brief was to move beyond prevalence figures and capture real-world conversion at every step.
The largest gaps appeared at genetic confirmation, especially where testing is self-pay. Leakage was measured from:
The model accounted for expected HTA durations, anticipated contracting models, capacity limits at authorized treatment centers, and cold-chain and apheresis logistics. Country-specific access start dates were then layered onto the funnel to produce realistic adoption curves.
Each scenario produced a country-level patient funnel aligned with clinical, access and operational realities.
Even in high-diagnosis markets, treatment-center capacity limited year-1 uptake. Italy and Japan had strong apheresis and infusion pipelines, while Spain, Brazil and Korea needed infrastructure ramp-up before treating their first patient.
Compared with the base case, better diagnostic pathways raised year-5 treated patients by 15–30%, and faster access in Japan and the UK pulled peak uptake forward by 6–9 months.
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