I may be a bit off base here, but I presume those in the trial will have to pay for the drug now, lets say Jan1.
So there are 400 in the trial, say 300 pay. At $100K-$115k/year, that's $30M+.
That's $30M without those sales folks getting even 1 sale.
Every year, Ariad says 2500 patients change their TKI, and every one of them are 'label eligible for Ponatinib'. Can Pona get 25%? 20% 10% Let's say that's 15%. Staggered into the year lets say that's 100 full year patients. Another $10M
Then there are those not in the trial but needed to be, and some off-label.
Another $10M.
That's $50M very conservatively right there. What is RM thinking?
