Ann: Race releases complete cardio-protection data & video, page-61

Yes, and the models from Triangle assume that chemo use declines by 25% and that the combo is used in about 30% of those cases. (30% of 75% is 22.5%)

So the Triangle model calculates volumes based on 22.5% when the raw response from this medical oncologist was 180%, another oncologist said 115% (slide 27), two more on slides 26 and 27 said 100%.

It would also increase the Maximum Lifetime Cumulative Dose and put upward pressure on chemo usage.

It would seem that 22.5% is very conservative when the raw feedback suggests 100%+ could be observed. Let's leave about half (55%) the value on the table and double the 22.5% to 45% and double their revenue estimate to ... $10Bn to $16Bn per annum.

This is just the cardio protect anti-cancer synergy with chemo drugs, an established market with over 15 million prescriptions per year in the countries shown on slide 16 (which isn't all of them).