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Re: Whiskey/Sausage post# 90130

Monday, 02/06/2017 6:47:21 PM

Monday, February 06, 2017 6:47:21 PM

Post# of 459524
Whiskey I was going through some of Dr M's interviews today, and he referred to a UBS estimate of the potential market for AD as being 13 to 67 billion per year.
If we use 50b per yr as a round number and the worldwide patient count of approximately 16m, you get 31,250 annual run rate or about $2,604 per month. Please someone check my math:)

-----------------------------------------------------------------------------------Tomato Potato, I have no idea how much the treatment will cost (none of us do) but HIV medicine currently runs about $4000/month ($48k/year) and when some meds first came out, cost $10,000+/month ($120k+)/year.

For all we know it costs $0.01cent to produce a single pill of A2-73, so it could be as cheap as a $1 a day, or Dr. M is going to factor in the cost of development (past present and future) in to the price of the one treatment they have approved and charge according to a business model.

But no one knows, so this may not even be a Tomato or a potato, it could be an orange or an apple, regardless, what we do know is that this conversation is a conjecture that no one has the answer to except Dr. M.
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