@DiamondJoe they give you the calculation:
1 in 100 of 3-12 year old are on spectrum, inline with the test results which show it works for 50% of users, they have been cautious by also applying that to their target market:
280m * 1% * 10% * 50% = 140k of potential buyers
Penetration levels of 30% of this would still be very high.
As for 100,000 in 3 years... Remember that valuation only comes from PER YEAR figures... 6,000 is current delivery at moment in 2019, with Italian order bumped to 20k then this goes to circa 15,000 units.... You will not get another 85k from a target market of 140k.
Again... For modelling and valuation purposes, north of 20k units for 2018 and 40k for 2019 is dream scenario guys. That gets the stock +500% from where it is now at $2.00! But at least it keeps your expectations in the real world.
NTI Rundown + Clinical trial update, page-424
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