Golfyeti, I tend to agree with what Tada wrote:

"IMO if Beacon used a peak sales number any larger than what he did his credibility would diminish as the current share price would be to far from the potential target."

My take is that the indication may initially be low HDL diabetics who suffered from a heart attack or unstable angina. This patient population is not small, and approval of RVX208 for that indication would be tremendously lucrative. However, the point I have tried to make in a couple of Seeking Alpha articles (thanks for the link, Growacet, I definitely do not mind) is that BD2 BET inhibition may be the answer to a whole range of age related disease, as many of these diseases share the common feature of low grade chronic inflammation. The follow on indications, CKD would probably be the next indication, could greatly increase the eligible patient population. If RVX208 is approved and if they decide to stick to a price tag of $5,000 a year, 2% market penetration is in my opinion way too low - 58% sounds much more reasonable. However, if Beacon used 58% market penetration, they would be at 28 times their already high (relative to current pps) valuation, and nobody (except a select few of us) believes this to be a possibility.

RVX208 may end up being a total disaster, that outcome cannot be ruled out completely, but the science as it has evolved - including the clinical data in the recent article on the combined results from ASSERT/SUSTAIN/ASSURE - is pointing at a blockbuster potential.

/BKC