I don’t know how they calculated the $190M inventory noted at NC in January, but they have consistently used $200M total inventory based on $120,000 per patient per year. Only recently did they break out the commercial grade product they had on hand. One PI video I noted in my last post specifically stated this. I wish I could located another recent video in which NP stated that the $50M was both commercial and P3 grade product.

Maybe I was wrong in my previous response to ohm on the $50M and $62M commercial product NP stated today. Maybe this is simply based on the reduced quantity of 700mg vs 525mg? This aligns with the math as 25% reduction in quantity equals 25% more inventory batches ($62.5M worth of 525mg vs $50M worth of 700mg if prices the same).