Thursday, May 11, 2023 9:57:27 PM
I know that they may legitimately not want to expose any gm information especially on the Specials program, but this number doesn't seem to me to be a mere nit. Actually I think it would be very helpful for us to understand the status of the program if they told us how many patients were treated. At this point we have no idea when and how much we'll start to get in product revenue and as such this number is rather meaningful as far as I'm concerned. There are natural limits to how quickly a Specials program can take off and how much patients can come up with the $$$ needed without insurance payments to be sure. But at a minimum it would be great to know the throughput of the program - e.g. that also seems very important as a systems validation question. Are we actually getting enough patients through all the processes to verify the systems and make sure they will not face any delays in ramping due to systems glitches or more serious issues once the full marketing approval is obtained?
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