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Re: hotstock_be_007 post# 36498

Tuesday, 06/21/2022 10:41:23 AM

Tuesday, June 21, 2022 10:41:23 AM

Post# of 43390
You're welcome, and I agree that Dale is a top level officer, and that Humanigen has a great future.

Just what that future may be is the question. But at least now, the company is talking about a future more inline with what I have always thought of as our potential market size, which I estimated at 2M - 10M treatments.

If Durrant had been available for the fireside chat today, I'm sure he would have dwelled on the company's effort to provide 100,000 treatments. I accept that, as the company's guidance, but only as a snapshot of where we are right now.

However, I think it is entirely appropriate to believe that lenz may become the foundational Covid treatment, as Dale suggests, and to therefore consider that we could have >50% of the Covid market, as remdesivir does now, and that we could also surpass the combined sales of toci and baricitnib, which comes to $7B.

And this is just looking at the US market, as was presented in today's Lytham presentation.

https://wsw.com/webcast/lytham5/hgen/2015304
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