I've been going over the PR again and I noticed that the CEO stated that "patients with >25% GPNMB expression levels and patients with triple negative disease account for more than 35% of the total breast cancer population..." I believe that number is considerably higher than someone--possibly Peter or jq--had said in a post directed to me some time ago. No one here has yet commented on that statistic. If the number is valid--and I have no reason to doubt that it isn't--then CDX-011 is addressing a much larger patient population than most here had assumed.
I think the CEO is referring to those patient populations separately, not as one combined group. So, he's saying that >25% GPNMB expression level group by itself and then TN group by itself when added together account for more than 35% of market. I don't think he's saying that patients with >25% GPNMB expression levels who also happen to be TN account for 35% of market. (Would obviously love to be wrong here in my assumption.)