Your estimates are likely close Risk. I just listened to the call and was very impressed with the team. I was really only concerned with listening to Lympro info on the first pass. The $150M was based off of the Phase 2 trials. Taking market share is one strategy, which taking a piece of the pie. AMBS could also potentially grow the pie. With a great test available, more trials may be started by BP, increasing the market size under CLIA.
You have attention to detail Risk. I thought I heard GC say they made a decision to present univariate data until CLIA submission. That would mean bridge data would be communicated as univariate again. Did you hear that?
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