Ann: Becoming a substantial holder, page-27

Weve had good updates..patient numbers., doses, centre numbers, staff numbers, insurance coverage %.
we've got their targeted number of treatment centres and the number of patients these centres treat. we know the size of the market and the unmet need.
We know their growth plan ( and likelihood and the pathway) is to expand into adults (3-5x kids market).
their focus on US, before looking outside.
to expand use through investigators, partnering for other indications of the platform. Especially pediatric.
what else do you want.."We are targeting to be treating x number of patients per week by y subject to achieving the number of new centres coming on board with no delays in batch release or payer decisions and achieving high inital survival rates"

Using backpain trial enrollment rates as example. They have given the number of centres they are looking to onboard by a certain date. The extra info they give is a roughly anticipated full enrollment date.
1. They've done it before.
2. There isnt all the same associated risks like there is in making sales projections for their first product in market ryoncil.