GREY:ATBPF - Post by User
Comment by
HarveyTwofaceon Nov 28, 2020 3:39pm
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Post# 31995213
RE:The news releases sure look like they could be plentiful ...
RE:The news releases sure look like they could be plentiful ...Mr. Mugs, I'd like to hear your personal interpretation of what the $30B opportunity means? Since general consensus among market researchers seem to be that the entire NSAID market is valued at around $16B 2019/2020 (just Google NSAID market value) then how can OTENA have an opportunity worth almost double the money? I know these are not your numbers, you are reporting what Antibe/Dan mentioned, but how do you personally think they want us all to understand/interpret this number ($30B), where does it come from, how did they come up with a number greater than the entire market for NSAID's ? What does the $30B opportunity consist of? Is it the (conservative) expected total sales of OTENA for osteothritis during the entire time for validity of their patent? Do you think they have included other indications in this (possibly) expected sales figure? Or are they thinking that ATE-352 will grab huge part of the opioid market share and included the numbers into this $30B opportunity? I am just asking to hear your thoughts, not to baisse your words or Dans, I value your input here on the board so am just curious. I know you don't know how Dan thinks or how he came up with that $30B...but you probably must have tried to understand the numbers too Just want to hear your opinion on this. With respect,