KZA Media Thread, page-1199

Yes, Gilead, Arrowhead (even though they don't have an approved drug, from $1.65 to $73.40 where I sold) and a number of other overlooked companies have had huge share price increases after approval. In my opinion, there's not a proper realization of the potential of Paxalisib to treat various cancers, with the biggest market being brain mets. I'm fine with a midpoint of the SA author's end market estimate, or $3 billion USD for GBM and DIPG. I just think there's a larger market after those two indications.

Good of you to point out his estimate of addressable market, though, as it's larger than what most analysts currently think.