RE:RE:Corporate presentation The most noteworthy change in the new presentation was in the addressable market sizes for Egrifta and Trogarzo, which had some big changes. For Egrifta, in the January corporate presentation, they claimed the addressable market size was $175 million and now they suggest it is $300 million. For Trogarzo, in January they indicated the addressable market size was $300, million and now they say $240 million. Taken together, the addressable market sizes of their two drugs now are said to be $540 million versus the earlier estimate of $475 million. So, that is good, if it is accurate, especially since Egrifta is their more profitable drug. But I am a bit surprised they are still making such large adjustments in these numbers for two drugs that have been on the market for some time. In Egrifta’s case, the increase seems to have come from a finding that the low screening rates for lipodystrophy – the condition Egrifta treats – will increase leading to a larger potential market for the drug. I am not sure why they reduced the size of the Trogarzo market.
SABBOBCAT wrote: Slide 26 "Non-Dilutive Term Loan Facility with Marathon Asset Management" Uhhhh, there was 5% dilution there just weeks ago Phillippe...