(Total Views: 214)
Posted On: 05/02/2019 10:42:40 PM
Post# of 154914
What I understood is that they have $50 million (based on $120,000 per patient per year) of commercial grade.....so a little over 400 patients for an entire year.
They have stated $200M total inventory several times, but in a couple recent interviews they have stated only $50M of this was commercial grade (I think one interview stated P3 and commercial grade)...and today NP stated with 525mg they have $62M.....so I interpret this as they have $50M commercial grade of 700mg and another $12M 525mg commercial grade. I suspect the remaining inventory is for current and future P2 trials.
They have stated $200M total inventory several times, but in a couple recent interviews they have stated only $50M of this was commercial grade (I think one interview stated P3 and commercial grade)...and today NP stated with 525mg they have $62M.....so I interpret this as they have $50M commercial grade of 700mg and another $12M 525mg commercial grade. I suspect the remaining inventory is for current and future P2 trials.


Please do your own due diligence. All my posts and comments are not to be considered investment advice.