I know you've acknowledged it, but I think you're selling Sofdra way short (unnecessarily) with a price point of $100 USD. BOT have already confirmed pricing is going to be around the $700 mark. Insurers are on board with this. BOT are looking at $500 USD NET per script. For me, the issue is less about price per script and ONLY about number of scripts - How many scripts are BOT going to sell? That's the bit I think the market is being conservative about, certainly with the SP being under 20c! That's what's at play here, in my view.
Will it be 0.5% of this 3.7m patient market (18,500 individuals)? If so, there's $100m per year straight up.
Ann: Euroz Hartleys Healthcare Forum Presentation, page-29
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