RE: COPD v COVID (2)9 Aug 2020 23:34
I just look at what’s currently available as a treatment for copd, asthma basically viral infections Seasonal flu, new strains of future covid etc
By 2022 COPD will be a 20B market a year on its own
I expect SNG001 will prove far more effective than what’s currently available and will be the go to drug
Is there any competition on the horizon? Yes
but I can only think of 1 in Canada also neb using ifn b
Is there opportunity realistically for SNG to take 10% market share based on what alternative treatments are available? Absolutely that’s 2B just on copd a year
Example of viral treatment drug, symbicort for AZN generates 700m a year.
The top 3 new revenue drugs this year are all forecast to earn 1.5 billion a year Within the next 3 years and the top one is for migraines not a life saving drug
Factor in covid and shelf life, stockpiling
I’m beginning to think I’ve low balled the buyout actually
Last year biggest buyout was 11B no covid maybe it will be 15B this year when we got bought who knows