Addressable market
As per company's CP.
Over 800 k patient are currently treated with ART in the US some 3.6 percent (over 30 k) of treated patients are heavily treated. Addressable market estimates at $240m. The drugs currently used for HTE cohorts failing their regimen are ibalizumab, Rukobia and Sunlenca often together.
This data gives an incentive for doctors and patients to include ibalizumab in that addressable market. The question is whether they can convince doctors to change the heavily treated patient's regimen to much more efficient ibalizumab before the viral failure based on this real world data?