Yes, $100 is silly. That is a $40B cap, and implies roughly $10-12B in annual revenue. That would be in the top-10 highest selling drugs of last year.
I do think that there is a case for $15 ($6B cap and $1.7B in revenues).
But if BRAVE is very successful, $50 is conceivable. That's $20B cap and $5-6B in revenue.
Consider this - The 50th highest selling drug last year did $2.4B in revenues.
Does it seem reasonable that a drug that can treat CVD and ALZ could be larger than the 50th highest selling drug?
And almost none of those drugs in the top-50 treat CVD or ALZ.
I should add, that if you aggregated all of the brand and generic statins on the market, they would be huge. Like, #2 last year (only behind Covid drug). But none of them crack the top 50 individually.
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