Tuesday, March 10, 2015 5:44:47 PM
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Msg 362 of 363 at 3/10/2015 5:21:58 PM by
houdini
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In response to msg 361 by markwaters view thread
Re: Todays Presentation
Yep, Reilly did outstanding job. It seems a little clearer that SYN 004 would be bigger market than I expected based on what he said. $13 billion is no constraint number but I now think $4-6 billion doable in US alone. Fact that hospitals are on hook for all direct medical expenses due to a c diff outbreak in addition to lawsuits is pretty compelling that hospitals will willingly pay. Very cheap insurance that they can hide in other billing (can you say overhead).
Multiple discussions with multiple potential partners who have confidentiality agreements will likely be consumated FH this year. It seems that we have the pick of many financial structures. His positive vibes are good on this because it softens his statement later when he said SYN would need $100 million more to do P3 studies in SYN 004 and SYN 010.
SYN / Message Board / Read Message
BOARD
GROUPS
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Previous Message Next Message Post Message Post a Reply return to message board, top of board
Msg 362 of 363 at 3/10/2015 5:21:58 PM by
houdini
report abuse recommend
In response to msg 361 by markwaters view thread
Re: Todays Presentation
Yep, Reilly did outstanding job. It seems a little clearer that SYN 004 would be bigger market than I expected based on what he said. $13 billion is no constraint number but I now think $4-6 billion doable in US alone. Fact that hospitals are on hook for all direct medical expenses due to a c diff outbreak in addition to lawsuits is pretty compelling that hospitals will willingly pay. Very cheap insurance that they can hide in other billing (can you say overhead).
Multiple discussions with multiple potential partners who have confidentiality agreements will likely be consumated FH this year. It seems that we have the pick of many financial structures. His positive vibes are good on this because it softens his statement later when he said SYN would need $100 million more to do P3 studies in SYN 004 and SYN 010.
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