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Posted On: 03/27/2019 11:37:04 AM
Post# of 149993
Thank you for the numbers that produced the $480M estimate. I didn't see that in the Jan slide deck, but maybe it was in a previous one that I didn't focus much on as their were significant changes from the December and January slides. I knew they updated the $70K price for the Jan investor call and slides, so I assumed they also updated the 2020 revenue estimate on the same slide deck (bad assumption).....and if they do indeed sell for $110K as briefly mentioned by RP in the CC or $120K as noted in some of the recent interviews, then this number should likely grow even higher.
I strongly dislike dealing with health insurance in general, largely because I don't really understand it, so I would be curious to know if codes are different for relatively minor diagnosis differences within HIV or diseases. I've had certain treatments at the dentist and chiropractor that insurance initially denied payment due to the coding....once corrected or coded differently no issues.....but this was all accomplished behind the scenes by the billing offices and insurance, so I didn't directly deal with it other than make a phone call or two and inquire why the treatment wasn't covered...and they worked together to resolve.
Like most everything so far with leronlimab, I am planning very conservatively with the figures (with significant upside potential) and the science continues to advance, yet the share price still reflects a high probability of failure. Patiently waiting for the day this changes!
I strongly dislike dealing with health insurance in general, largely because I don't really understand it, so I would be curious to know if codes are different for relatively minor diagnosis differences within HIV or diseases. I've had certain treatments at the dentist and chiropractor that insurance initially denied payment due to the coding....once corrected or coded differently no issues.....but this was all accomplished behind the scenes by the billing offices and insurance, so I didn't directly deal with it other than make a phone call or two and inquire why the treatment wasn't covered...and they worked together to resolve.
Like most everything so far with leronlimab, I am planning very conservatively with the figures (with significant upside potential) and the science continues to advance, yet the share price still reflects a high probability of failure. Patiently waiting for the day this changes!
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Please do your own due diligence. All my posts and comments are not to be considered investment advice.
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