RE: so if 70% of the population use it19 Mar 2020 16:54
In my opinion there is no need to ramp this. if the trial shows that this can make a difference to people suffering from the virus by helping their airways then the commercial benefit is incalculable, not to mention the human benefit. In fact, the human benefit will be the first discussion point because you would not want to price this out of reach in a time of great need.
If it does not help, then the business continues as planned.
Trying to price this right now is in my opinion impossible, because in the short term the next few weeks will decide that. if you don’t fancy the risk, then I understand it’s not for you. That said, it depends how much you understand the products excluding the imminent trials. Listening to the Trump speech today, it’s clear that the only short term solutions seem to be through potential cross benefits of existing drugs. Something new is many, many months away. All just IMHO....right now my hope is that this helps the poor people fighting to get their airways working from this hideous virus.