Especially in an HIV market. That's like saying the market for NASH is $6 bil but so and so company can only make peak sales of $1 bil. The market opportunity for the taking is what it is.
In the case of HIV the company told you what it is. $11 billion for monotherapy, and $5 billion for adjunct therapy.
As for competition I don't think investors in CYDY need to worry. Ibalzumab from that taiwan company is a treatment that must be done twice a monoth through an IV in a hospital. Pro 140 you can inject at home. I would think people would probably not want to drive to the hospital everytime they need HIV treatment. Taking pills everyday is already a hassle, having to drive to the hospital just to get treatment I would think is worse.