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Posted On: 10/11/2019 1:39:18 PM
Post# of 149256
Welcome! I haven't found a lot of specific HIV data that breaks MDR population by country that is available for free.
However, all of CYDY's presentations reference an independent research, and specifically one they paid for in BioVid that estimates 5-20% of the US market size is 2 class resistant....which is between 70,000 to 280,000 patients in the US only. Approximately 70% of HIV patients are R5 tropic (100% of sexually transmitted HIV is R5, which makes a strong case for leronlimab in PrEP....learned that from Dr. Sacha not too long ago)
See Slides 9 & 10 from most recent Investor Presentation: https://content.equisolve.net/_d7bdd02480ee48...-Final.pdf
Europe's overall population and HIV population (HIV is purely my guess) is estimated to be twice the size of the US. I'm not sure about Asia, but those numbers should help get you an idea.
Depending on the sales price and royalty, you can do the basic math. My calculator says that even the low end of US only market at $35,000/patient/year and decent royalty (20+%) is worth much more than market cap of $140M. Add in mono, PrEP, cancer, NASH, GvHD and whatever else leronlimab may be able to treat and I start sounding crazy.
However, all of CYDY's presentations reference an independent research, and specifically one they paid for in BioVid that estimates 5-20% of the US market size is 2 class resistant....which is between 70,000 to 280,000 patients in the US only. Approximately 70% of HIV patients are R5 tropic (100% of sexually transmitted HIV is R5, which makes a strong case for leronlimab in PrEP....learned that from Dr. Sacha not too long ago)
See Slides 9 & 10 from most recent Investor Presentation: https://content.equisolve.net/_d7bdd02480ee48...-Final.pdf
Europe's overall population and HIV population (HIV is purely my guess) is estimated to be twice the size of the US. I'm not sure about Asia, but those numbers should help get you an idea.
Depending on the sales price and royalty, you can do the basic math. My calculator says that even the low end of US only market at $35,000/patient/year and decent royalty (20+%) is worth much more than market cap of $140M. Add in mono, PrEP, cancer, NASH, GvHD and whatever else leronlimab may be able to treat and I start sounding crazy.
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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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