other material
confidence high
sentiment positive
materiality 0.85
Vyome VT-1953 valuation: $455M rNPV, potential $1.086B after Phase 3
Vyome Holdings, Inc
- Independent report values VT-1953 at $455M rNPV in H1 2026, growing to $1.086B post-Phase 3 in H1 2028.
- No FDA-approved therapies for malignant fungating wounds; 56.5% probability of approval assumed.
- Peak net sales imply $2.2B TAM in 2026, $2.8B by 2040; 30% market share modeled.
- Pricing $20/gram ($9,125/month); Phase 3 starts Q3 2026, NDA and launch targeted Q4 2028.
- Development costs to 2028 estimated at $10M; potential partners include BMS and Pierre Fabre.