Rare Disease · United States · In-Market

US Pompe Disease Pricing Strategy Model

Pompe ERT WAC runs near $400,000 a year, and the Pombiliti + Opfolda regimen splits across Medicare Part B and Part D. Zero ICER reviews exist today, with one expected in 2025 and a 12-month J-code lead time for any new entrant.

12-sheet modelPart B/Part D split-benefitIn-MarketUpdated Q3 2026
Market United States United Kingdom GCC (Gulf) Stage
The Landscape

US Pompe ERT pricing runs almost entirely through Medicare Part B, Pombiliti + Opfolda alone splits across two benefit categories, and no ICER review exists to anchor a value-based price.

All three approved US Pompe enzyme replacement therapies are intravenous infusions billed under the Medicare Part B medical benefit, which removes patient out-of-pocket cost for most Medicare and Medicaid beneficiaries. Alglucosidase alfa (Lumizyme/Myozyme) carries an annual WAC near $400,000, and avalglucosidase alfa (Nexviazyme) prices at roughly $400,000 to $450,000, a modest premium tied to its COMET six-minute-walk advantage. The Pombiliti + Opfolda regimen breaks this pattern: cipaglucosidase alfa infuses under Part B while its oral chaperone, miglustat, routes to Part D, creating a $600,000 to $800,000 combined annual cost and a two-benefit coordination burden that some plans are still not configured to process cleanly.

Payers treat alglucosidase alfa as the step-edit incumbent regardless of trial data: most commercial plans require six to twelve months of documented inadequate response before authorizing a next-generation switch, a friction point that shapes launch sequencing more than any efficacy argument. Pompe disease has never received a formal ICER cost-effectiveness review, unlike myasthenia gravis, SMA, or ATTR amyloidosis; a review is expected in 2025, and until it lands payers benchmark against Gaucher-disease ERT rather than a Pompe-specific QALY threshold. A new entrant should plan for a 12-month HCPCS J-code lead time and expect its price ladder to be judged against the $400,000 to $800,000 band already established.

$400K-800K
annual WAC range across current Pompe ERT, from alglucosidase alfa to the combined Pombiliti + Opfolda regimen
Part B + D
split-benefit routing unique to Pombiliti + Opfolda: the infusion bills to Part B, the oral chaperone Opfolda to Part D
0
ICER cost-effectiveness reviews of Pompe ERT to date; one is expected in 2025
12 months
lead time to clear the Medicare Part B HCPCS J-code process ahead of a new-entrant launch
PRICE LADDER MECHANICS

US Pompe ERT pricing — WAC and benefit-routing compared across all three approved agents

AgentBenefit RoutingAnnual WAC (est.)Key Access Barrier
Alglucosidase alfa (Lumizyme/Myozyme)Medicare Part B (IV infusion)~$400,000/yrStep-edit incumbent; easiest PA, longest track record
Avalglucosidase alfa (Nexviazyme)Medicare Part B (IV infusion)~$400,000-450,000/yrSome plans require documented alglucosidase inadequate response first
Cipaglucosidase alfa + miglustat (Pombiliti + Opfolda)Split: Part B (infusion) + Part D (oral chaperone)~$600,000-800,000/yr combinedDual simultaneous prior authorization across two benefit categories

Sources: Sanofi / Amicus Therapeutics pricing disclosures 2023; CMS HCPCS 2023 (Pombiliti / Opfolda benefit routing); ICER Evidence Report database 2024 (Pompe absence confirmed); CVS Caremark and OptumRx Pompe ERT prior-authorization policy 2024.

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 Pombiliti + Opfolda regimen split across Medicare Part B and Part D, and what does that mean for prior authorization?

Delivers

  • The Part B/Part D benefit-routing mechanism
  • the dual simultaneous prior-authorization burden it creates
  • which plans are and are not configured to process it
02
What price ladder should a new Pompe ERT entrant target given the $400,000-800,000 band already established?

Delivers

  • WAC benchmarks across alglucosidase alfa, avalglucosidase alfa, and Pombiliti + Opfolda
  • the step-edit friction that shapes adoption
  • the 12-month J-code lead time
03
How should a new entrant price against a therapy area with zero ICER reviews to date?

Delivers

  • Why Pompe has no ICER cost-effectiveness review yet, the 2025 review timeline, and how payers currently benchmark using the Gaucher-disease ERT analogy instead

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 Part B/Part D split-benefit structure, not the molecule itself, is the binding constraint on Pombiliti + Opfolda uptake
  • Pressure-tested against the zero-ICER-review gap before the rest of the model is built out
2 Price Ladder — Part B WAC Benchmarks 3 pp
  • Alglucosidase alfa, avalglucosidase alfa, and Pombiliti + Opfolda WAC compared
  • Where the $600,000-800,000 combined Pombiliti + Opfolda cost sits against single-product ERT
3 Part B/Part D Split-Benefit Mechanics 3 pp
  • How the infusion and oral-chaperone components route to separate benefit categories
  • The dual prior-authorization burden and which plans are configured to process it
4 Step-Edit & Switch Criteria Landscape 3 pp
  • The 6-12 month documented-inadequate-response requirement most commercial plans apply
  • What a new entrant needs in hand to clear it
5 Value-Based Pricing in the Absence of an ICER Review 3 pp
  • Why Pompe has zero ICER reviews to date and one expected in 2025
  • How payers currently benchmark using the Gaucher-disease ERT analogy
6 GTN Waterfall & Part B Reimbursement Mechanics 3 pp
  • ASP+6% Part B reimbursement mechanics and the GTN components specific to a J-code launch
  • The 12-month J-code lead time and Q-code bridging period
7 Launch Sequencing & Revenue Scenarios 4 pp
  • Sequencing recommendation against the established $400,000-800,000 competitive band
  • Conservative, base, and aggressive revenue scenarios tied to the 2025 ICER review timeline
8 Client Alignment Questions 2 pp
  • The open pricing questions your team must close before the US launch price is locked
  • Structured for an internal pricing committee session
Appendix and source ledger included · 45-minute analyst readout included with delivery
Formats

Included with every brief

PDF
PDF Brief
Pricing Strategy Brief — Complete Edition
PDF methodology brief accompanying the 12-sheet pricing model: price ladder, Part B/Part D split-benefit mechanics, and value-based pricing for Pompe disease in the US.
XLS
Excel Model
Pricing Strategy Model — Excel
12-sheet editable model: Price Ladder, Part B/Part D Mechanics, Step-Edit Landscape, Value-Based Pricing, GTN Waterfall, Launch Sequencing, Revenue Scenarios, Sensitivity, HTA Landscape, QC, Sources.
Methodology

How AXLRx builds this model

Prepared by MoatRx analysts.

Every AXLRx pricing model is built from primary regulatory and payer sources, not secondary summaries. Findings are independently verified before inclusion.

Pompe US pricing sources: Sanofi and Amicus Therapeutics pricing disclosures 2023, CMS HCPCS Part B/Part D benefit-routing documentation, the ICER Evidence Report database (Pompe absence confirmed, 2024), and CVS Caremark/OptumRx specialty-pharmacy prior-authorization policy.

  • WAC figures for all three agents verified against manufacturer pricing disclosures 2023
  • Part B/Part D split-benefit routing verified against CMS HCPCS 2023 documentation
  • Absence of an ICER Pompe review verified against the ICER Evidence Report database 2024
FAQ

Frequently asked questions

Deliverables
What formats are included with every model?
Every commissioned Pricing Strategy Model includes an editable 12-sheet Excel model (Price Ladder, Benefit/Basket Mechanics, Analogue Benchmarks, Value-Based ICER, GTN Waterfall, Launch Sequencing, Revenue Scenarios, Sensitivity, HTA Landscape, QC, Sources) and a PDF methodology brief. No PowerPoint deck ships with this model type, since it is built to be worked in directly, not presented from. An optional 45-minute analyst readout call is included.
Sources
How is the pricing evidence verified?
AXLRx builds from primary sources only: regulatory and payer documentation, manufacturer disclosures, and live registration-tracking records. Every reference price, mechanism, and timeline input is independently verified before inclusion.
Customisation
Can I model a specific market basket or comparator set?
Yes. The intake form captures your indication, target market basket, comparator class, and WTP threshold. A scoping call confirms scope before research starts. Commission via the intake form to start.
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AXLRx delivers Pompe disease pricing strategy models built for market access and pricing teams navigating Part B/Part D split-benefit mechanics and a therapy area with no ICER precedent yet. Custom model in 72 hours.

1
Submit your request

Specify your indication, market basket, and comparator scope.

2
Scoping call

AXLRx analyst confirms pricing mechanism assumptions and WTP threshold before building.

3
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Research-verified pricing model in 72 hours with optional analyst readout.