Rare Disease · United States · In-Market

US PNH Market Sizing Model

US PNH prevalence spans 15,000 to 20,000 patients across three phenotypes, but only about 3,500 are on complement-inhibitor therapy. A 2.4-year average diagnostic delay, plus 200 to 400 patients a year undertreated at non-PNH centres, accounts for most of that gap.

5-sheet modelEpidemiology vs treated-population triangulationIn-MarketUpdated Q3 2026
Market United States United Kingdom Germany France GCC (Gulf) Stage
The Landscape

Epidemiology puts US PNH prevalence at 15,000 to 20,000 patients; claims data puts the treated population at roughly 3,500. The 11,500 to 16,500-patient gap between them, not the prevalence rate itself, is what a US sizing model has to explain.

Two independent methods size the US PNH population, and they measure different things. The epidemiology-based method starts from the International PNH Registry and related published literature, estimating total US prevalence at 15,000 to 20,000 patients, median age 35, split across three clinically distinct phenotypes: haemolysis-dominant (roughly 8,000 to 10,000 patients), aplasia-dominant (roughly 4,000 to 5,000), and thrombotic (roughly 2,000 to 3,000), plus an EVH-dominant subset of 800 to 1,200 patients with persistent anaemia despite anti-C5 therapy. The claims-based method counts patients actually on complement-inhibitor therapy: roughly 3,500 patients, split approximately 55% ravulizumab, 25% eculizumab, and 10% iptacopan.

The gap between the two methods, 11,500 to 16,500 patients, is the addressable undiagnosed and undertreated population, and it has specific, sourced causes. Mean diagnostic delay runs 2.4 years from first haemolytic symptom to confirmed diagnosis, driven by misdiagnosis as autoimmune haemolytic anaemia, aplastic anaemia, or MDS; an estimated 15 to 20% of aplastic anaemia patients harbour PNH clones, forming the largest undiagnosed pool. On the new-diagnosis side, 500 to 700 US patients are newly identified each year, but 200 to 400 of those a year go undertreated at non-PNH-centre hospitals lacking FLAER flow cytometry or haematology specialist referral pathways. Our sensitivity analysis ranks diagnostic delay and non-PNH-centre undertreatment ahead of prevalence rate itself as the assumptions most likely to move the addressable total.

15–20K
epidemiology-based US PNH prevalence estimate, median age 35, across three phenotypes plus the EVH-dominant subset
~3,500
US patients on complement-inhibitor therapy per claims-based counts (~55% ravulizumab, ~25% eculizumab, ~10% iptacopan)
2.4 years
mean diagnostic delay from first haemolytic symptom to confirmed PNH diagnosis (International PNH Registry)
200–400/yr
of the 500-700 newly diagnosed US patients each year who go undertreated at non-PNH-centre hospitals
TRIANGULATION

US PNH sizing — epidemiology-based prevalence versus claims-based treated population

Sizing MethodPopulation EstimateSource
Epidemiology-based (total prevalence)15,000-20,000 patients across three phenotypesInternational PNH Registry; Parker C et al., Blood 2005
Claims-based (treated population)~3,500 patients on complement-inhibitor therapyIQVIA PNH market data; payer formulary data
EVH-dominant subset800-1,200 patients with persistent anaemia on anti-C5 therapyAPPLY-PNH EVH sub-analysis, NEJM
Estimated undiagnosed/undertreated gap11,500-16,500 patientsDerived from epidemiology-claims gap

Sources: Parker C et al. Blood 2005 (International PNH Interest Group); Schrezenmeier H et al. Ann Hematol 2014; Risitano AM et al. NEJM 2023 (APPLY-PNH EVH sub-analysis); IQVIA PNH market data 2024; International PNH Registry.

Commercial Questions

What this model answers

Every section answers a named commercial question your team is asking, scoped to your asset.

01
Why does the epidemiology-based prevalence estimate of 15,000 to 20,000 patients sit so far above the ~3,500-patient treated population, and how much of that gap is addressable?

Delivers

  • The epidemiology-based and claims-based sizing methodologies
  • the 11,500-16,500-patient gap between them
  • the specific diagnostic-delay and undertreatment drivers behind it
02
Which assumption moves the sized total more, prevalence rate or diagnostic delay and non-PNH-centre undertreatment?

Delivers

  • Sensitivity ranking of every input
  • why diagnostic delay (2.4 years average) and non-PNH-centre undertreatment (200-400 patients/year) outrank prevalence rate
  • the addressable-population estimate this implies
03
How many new patients enter the addressable pool each year, and what share of them can a commercial team realistically reach?

Delivers

  • The 500-700 newly diagnosed patients/year estimate
  • the 200-400/year undertreated-at-non-PNH-centre subset
  • scenario ranges tied to referral-pathway expansion

Custom model delivered in 72 hours.

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Contents

What's inside

Rare Disease · 24–32 pp · In-Market · Analyst report + Excel model + PowerPoint readout

1 The Binding Constraint 2 pp
  • Why the gap between epidemiology-based prevalence and the claims-based treated population, not the prevalence rate itself, sizes the US opportunity
  • Pressure-tested against the ~3,500-patient treated-population count before the rest of the model is built out
2 Epidemiology-Based Sizing 3 pp
  • Total US PNH prevalence of 15,000 to 20,000 patients across three phenotypes
  • The 800-1,200-patient EVH-dominant subset defining the oral-switch opportunity
3 Treated-Population Sizing (Claims-Based) 3 pp
  • ~3,500 patients on complement-inhibitor therapy and their agent-share split
  • Cross-check against the epidemiology-based estimate
4 Triangulation & the Undiagnosed/Undertreated Gap 3 pp
  • Where the two methods agree and diverge
  • The 2.4-year diagnostic delay and non-PNH-centre undertreatment as the explanation for the gap
5 Sensitivity Analysis 3 pp
  • Diagnostic delay and undertreatment ranked above prevalence rate as the binding assumptions
  • Scenario ranges tied to referral-pathway and FLAER-testing expansion
6 Editable Excel Model
  • The full triangulated model, re-runnable with your own assumptions
7 Client Alignment Questions 2 pp
  • The open sizing questions your team must close before the number is used in planning
Appendix and source ledger included · 45-minute analyst readout included with delivery
Formats

Included with every brief

PDF
PDF Brief
Market Sizing Brief — Complete Edition
PDF methodology brief accompanying the 5-sheet sizing model: epidemiology-based and claims-based triangulation for PNH US.
XLS
Excel Model
Market Sizing Model — Excel
5-sheet editable model: Cover, Model, Research Validation, QC, Sensitivity.
Methodology

How AXLRx builds this model

Prepared by MoatRx analysts.

Every AXLRx market sizing model triangulates at least two independent methods, epidemiology-based and claims/registry-based, before accepting a patient count. This is explicitly a sizing model (static patient count), distinct from a Patient Flow or forecasting model (dynamic revenue/uptake).

PNH US sizing sources: International PNH Registry, Parker C et al. (Blood 2005), Schrezenmeier H et al. (Ann Hematol 2014), Risitano AM et al. (NEJM 2023, APPLY-PNH EVH sub-analysis), and IQVIA PNH market data 2024.

  • Epidemiology-based prevalence estimate verified against Parker et al. Blood 2005 and the International PNH Registry
  • Claims-based treated-population count and agent-share split verified against IQVIA PNH market data 2024
  • Diagnostic delay and EVH-dominant subset sizing verified against Schrezenmeier et al. Ann Hematol 2014 and the APPLY-PNH NEJM 2023 sub-analysis
FAQ

Frequently asked questions

Deliverables
What formats are included with every model?
Every commissioned Market Sizing Model includes an editable 5-sheet Excel model (Cover, Model, Research Validation, QC, Sensitivity) and a PDF methodology brief, no PowerPoint deck, since a sizing model is built to be worked in directly, not presented from. An optional 45-minute analyst readout call is included.
Sources
How is the patient count verified?
AXLRx triangulates every sizing estimate across at least two independent methods, epidemiology-based and claims/registry-based. No single-source number ships unverified.
Customisation
Can I size a specific subpopulation or market?
Yes. The intake form captures your indication, target market, and cohort definition. A scoping call confirms scope before research starts. Commission via the intake form to start.
Get Started

Commission this model

AXLRx delivers rare disease market sizing models built for forecasting and strategy teams sizing the US PNH opportunity. Custom model in 72 hours.

1
Submit your request

Specify your indication, market, and cohort definition.

2
Scoping call

AXLRx analyst confirms triangulation methods and comparator set before building.

3
Delivery

Research-verified sizing model in 72 hours with optional analyst readout.