RE:RE:ConcentrationJust remember how conservative the numbers are if acute wins - global industry is $13 BB for post-op and we're looking at 50% of that market. Then take 30% of the remaining $12 BB acute markets we're aiming at.
Or simply look at 40.1% of $25 BB in markets. That's $10 BB annually if OTENA is a blockbuster.
Now take half of that ... just to be conservative ... or ... $5 BB.
Now drop that in half again if you want ... or ... $2.5 BB annually.
$1 BB peak in the USA - if you look at future years in present dollar terms - and - if you're looking at post op pain only.
Just a numbers game ... we're either in or we're out w.r.t. acute (IMO).
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Then look at chronic. This is where the fun happens. Full control - careful dosage design.
The serious bets are in.
Just a waiting game.
Legal update already late - maybe soon ???