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Biotech / Medical : Ligand (LGND) Breakout! -- Ignore unavailable to you. Want to Upgrade?


To: Nicholas Thompson who wrote (20561)5/12/1998 4:08:00 AM
From: Torben Noerup Nielsen  Read Replies (1) | Respond to of 32384
 
Nicholas,

I thought I mentioned that there was probably another 300 million or so in Europe who could pay, but I might have forgotten. But your estimate of 600 million or so is probably more like it given South America, Asia, Australia and so forth.

Either which way, if people are now willing to accept treatment costs of $5,000 - $60,000 for treatments that aren't that effective, then we are talking real money here.

Thanks, Torben



To: Nicholas Thompson who wrote (20561)5/12/1998 11:03:00 PM
From: Andrew H  Read Replies (1) | Respond to of 32384
 
Only problem is that the figures are more like 1500 new case/year than 16K. So the figures need to be radically reworked. Also remember that the SRGN drug seems to be primarily for advanced cases and that 37% of those will not tolerate the drug. Market becomes much, much smaller.