For instance, the $18B estimate did not factor in government purchases for their national stockpiles. Previous governmental purchase orders for the Regeneron and Lilly mAbs were for potentially 1 million-plus doses of those products, according to an article by Fierce Pharma, which reported on the EUA awarded to GSK/Vir for their mAb, sotrovimab.
It won't be at all surprising if there are purchase orders for 1 million treatments immediately following the EUA. There are no good treatments for hospitalized patients right now. Individual governments each buying $1 billion worth of lenzilumab isn't inconceivable. Humanigen might literally be in a situation where they can't produce enough to keep up with demand.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.