RE:RE:RE:RE:RE:RE:RE:Production capacity -WuxiSPCEO1 wrote: Wino115 wrote: Rarely will you get a correction and certainly not one that is "announced". They may correct the fact in the electronic copy and repost it but it will usually be done with no fanfare and you can only find the fact it was changed in footnotes as long as a novel. I guess since they are privately sourced documents, their standards are not like a public news source.
Most revisions and change of facts/opinions will just happen in a follow-up report whenever it's done. I'm not sure there's anything factually wrong anyway. It's just how you want to slice and dice an unknown set of numbers afterall.
Almost all research reports do have some factual errors but they are not too meaningful so the corrections are not really all that important. In this report, it is a matter of what we here beleived is a flawed opinion on the Trogarzo sales outlook, not so much of a factual error. Although one thing I noticed was how he derived his MDR aptient. He started witht he original 20-25,000, went down to the 10-12,500 who would suffer a viral event in the first year and then just dropped off the remaining 10-12,500 and forgot about them possibly also having viral events in the years to come. So, it looks like he halved the potential market size.
He also said that 75-80% of the 10-12,500 patients who have a viral event in year one are non-compliant (homeless folks and the like) who will never get any treatment consistently. But I think he just made that number up as I don't remember seing any back-up for it. Likely, it came from his KOL contacts who I suspect know little about the MDR market anyway.
So, that is a pretty big factual error regarding just ignoring the other half of the MDR population.
Nevertheless, that will not be corrected in any public way. Maybe in a month or three he will change his numbers based on some other announcement and quietly get that all straightened out.
The homeless part is interesting.
I deal with homeless HIV patients all the time. Most of them are addicted to narcotics.
We can often get them at least started on Suboxone or Methadone. Similarly, the get started on HIV meds in hospital. Compliance can be an issue but I could see tying it to Methadone administration (which is often only handed out daily).
bfw