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I remember Perry saying that Japan is 1/10, but perhaps it is...

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    I remember Perry saying that Japan is 1/10, but perhaps it is even smaller than that

    I had a closer look at the August desk last night - it's quoting Japan target market of 1,400 patients vs the US of 25,000 patients (5.6%) couple it with revenue split of 40% / 60%... I'm not sure how this could be 1/10?

    I guess the value of this announcement comes from leveraging M3 commercial network, hopefully rollout will be faster than in the US and if things go well they will add soft tissue and vitiligo in the future... in addition, they might be able to take it beyond Japan with M3


    https://hotcopper.com.au/data/attachments/4644/4644153-64f29e1c126b552dc59e36f17e8f9fe5.jpg


 
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