I can offer a view on: "Firstly, the US has roughly 2.5 times the population.This assumes that therefore the agvhd cases are proportional to population - do you have anything to substantiate this? would you adjust these figures for lifestyle, dietary and any other differences between the two populations?" I must have your interlocutor on ignore but I guess they have claimed that US sales of Ryoncil will only be a direct factor of the relative populations of Japan and USA. How naive of them.
IMO the overwhelmingly major difference between the Japanese and US (and ROW) markets is genetic diversity. The US population is genetically heterogeneous (I think that's the right word for here). The Japanese population is vastly more homogeneous, meaning that cell donor matching is much easier than in the US (and most of the developed world) and therefore graft vs host mismatching is much less common.
Conclusion #1: the demand for Ryoncil in the US and ROW will be a lot more than in Japan and will not be anything like a simple multiplication of the population.
Conclusion #2: some downrampers are not only desperate but they insult our intelligence
MSB Price at posting:
$1.00 Sentiment: Buy Disclosure: Held
(20min delay)