Bot Chart, page-14972

Yeah, I just watched the video presentation again - Dr Howie working it beautifully, humbly laying out his impressive resume (multi billion dollar acquisitions pfizer etc.), tossing out some figures to the crowd re exceptional Japan sales, suggesting the potential of "900,000 patients in the US @ 12 scripts" (hhmm what's that? A lazy 6.48bil sales revenue).

Then he busts out a funky little hand shuffle and says, "if you think of JUST a 3% penetration rate there the numbers get pretty big pretty quickly." (3.7mil @ 3% $7200 around $800mil sales revenue, or 7mil diagnosed PAH sufferers 1.5bil sales revenue). Far out Howie, even 1% of the diagnosed sufferers will produce $504mil! Or just 0.5% so Howie meets all his performance targets produces over $252mil sales revenue). Go Dr Howie!

He's asked, "What is the cost of Sofdra treatment to the user and it is government reimbursed?"
Howie replies, "Yeah it will be government reimbursed through Medicaid as well as VA/DOD and the cost of Sofdra to the patient will be zero. It's typically $50 to $60 for a gap in the US but we're buying that copay down to zero dollars."

Impressive, particularly when you also consider PAH sufferers' insurance cover the bulk cost of Sofdra treatment. I'm not concerned about the SP, it's just going to take time, early - mid next year. And all the other items (telemedicine worth 100's mil, rosacea, acne, others in pipeline etc.).