ABC Study results available - afrezza wins

[sayhey24]

Nov 18, 2022 12:49:35 GMT -5 harryx1 said:

I just briefly scrolled through it but it has a lot of info that may or may not be of interest. I think the difference is that the 4M is from their own database they use to track.

OK - that would make sense. Assuming the ratios hold between their database and the CDC, they are saying 35% of the 1.4M are of Medicare age taking oral agents. The target market with the new $35 Medicare coverage would then be 35% of 37M or 13M.



Even if we only got 10% of the 13M thats a big deal. At $35 and DXCM and Abbott wanting to sell CGMs I would think 10% is on the low side. 20% would be the entire size of the T1 market.