...that [$30K blended avg for US/EU] still seems wildly conservative to me…
That wasn’t clear to me when I posted the ENTA valuation model in September. It is now, which is why I’m planning to revise it.
I encourage you and anyone else to post what you think the US/EU blended pricing number in the model ought to be. Please bear in mind that I’m looking for the real-world price (net of discounts and rebates), not the list price.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”