I don't know of the person who produced those numbers, but there's a lot conflict within them. As long as Missling is running this ship, there won't be more than 100M O/S. The A/S is just 100M, and we're fully diluted around 42M.
100% of people with AD need treatment. Perhaps the folks with severe AD may be too far gone. If 2-73 does what we all hope it appears to do, then market penetration would be significantly greater than 30%. Anyone with even minimal insurance would likely replace standalone donepezil with 2-73 or Anavex PLUS. IMHO.