@UncleFesta has shared the following link on the general comments thread. I think it belongs on this thread so all research and valuation discussions can be easier to find.
https://www.einnews.com/pr_news/719792632/focal-segmental-glomerulosclerosis-market-is-predicted-to-exhibit-remarkable-growth-from-2024-2034-delveinsight
When I looked into the above link the FSGS incidence numbers seemed ridiculously high - 26 million people in US with FSGS equates to 7% of US population (total population = 366 Million).
In the below pack presented at Melbourne you can see that the company’s estimate is 80k US patients with FSGS.
Further from the US Gov website referred above, FSGS incidence is about 1.8 per 100k population, i.e., 6588 patients. So I don’t know how the company has arrived at 80,000 patients as the TAM in the USA. Either way, the number has to be below 200,000 to get the ODD approval and not more than that, and definitely not 26 million per the news article above.
I could be wrong so happy to be corrected.
@UncleFesta has shared the following link on the general...
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