RE:RE:RE:Re: Probable robust off label use of plasminogen Agreed all presentations are available after the fact. Just last night I listened to the Plasminogen portion (after Sarah) of the Analyst Day presentation. Starts at the 2h9min mark. It is a great presentation by PL and John, better than I remember when I heard it live.
Tons of great info:
- targeting ~500,000 patients for foot ulcers
- ~3000-6000 patients with CPD
- ~20,000 per year severe burns
- >6000 actue care pediatric patients per year in US
- ~150,000 TMP surgeries per year in the US
- 2100 ligneous conjunctivitis procedures in US in 1 quarter!
That was a lame attempt by David Martin to discredit those 2100 surgeries in 1 quarter. Come Q3 2017 I can't see why all those patients won't at a minimum delay their surgery a couple weeks to try out a Plg infusion first. For those 6000 pediatric cases the doctors want to inject Plg, but instead are forced to use the full plasma. That will change thanks to PLI.
Great answers to the questions around market size, competition and length of time until we see revenue from the acute care in hospital use. PL compares it to IVIG with 5 FDA approvals but used in 35 different indications.
Well worth another listen.
Cheers. Good luck longs.