Just saying that her math assumes an extremely low growth rate. If approx. 300 patients are online this quarter then It follows to expect at least 1200+ for the year, which would yield $70-80M. Also I get this sense her "ramp" calculations do not account for the the fact that everyone stays on treatment for at least a few years, there is no appreciable discontinuation beyond a few percentage points.
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.