Yes, Hashan de Silva from Karst Peak certainly was one who estimated the US TAM to be over US$1bn (see below)
If we assume an annual cost of US$150,000 and total number of patients as 7,500, the total addressable market for Rett Syndrome is US$1.1b in the US. We believe these assumptions may prove conservative. Indeed, Anavex forecast a total addressable market of US$2-5b for a drug for Rett Syndrome, based on 10,000 patients with pricing at US$200,000-500,000.
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