While I agree that lower drug price will be better (somewhere between $35,000 to $70,000 is my preferred initial price for combo), I don't think the price will impact financing. Based on my research, the asset value that could be capitalized will be based on the lower of cost or net realizable value of commercial grade inventory. I also believe any loan will be tied to this asset value and not retail price/valuation.

A few months ago NP stated that they had $50M (based on $120K price) of commercial grade inventory on-hand and expected to have $100M by end of the year. If costs are 10% of this high price, then this could possibly be $10M asset value by the end of the year (depending on actual costs of commercial grade inventory on-hand) once the BLA is accepted by the FDA.