2023 The Final Countdown, page-2656

Good Morning Dachopper,
as my weary head hit the pillow last night I had a thought.

I presume you are across the old ecoool2 and Edison projections re SR aGvHD sales.

From memory the market for adults is 4 times larger than the pediatric indication. So prior forecasts used to predict sales increasing by a factor of four .

Pricing utilised in those projections has potentially doubled.

But this is what kept me awake. The mention of sales by vial and labelling of dosage per kilogram.

Adults weigh more than twice a child.

So does that move the factor of 4 used in patient numbers - up to factor of 8 for adult sales?

So 1 kid +4 adults = market size 5
sales 1 + 8 = market size 9

That's an 80% increase in the market size used in prior forecasts.
Add on the 100 % plus increase in pricing and the old $2 to $3 forecasts are thrown out the window


150 kids per kg at $600,000
600 adults per kg at $1,200,000

That's potentially $810 million sales just in the US?


Open to critique


Reg