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Message: 2% market penetration

Excellent post BKC. If BETonMACE succeeds and apabetalone is shown to be safe and effective in the diabetics, with low HDL and recent ACS, then market penetration would most likely be initially limited to those patients. However, we all know that cardiovascular risk extends to several other patient populations. The key in the future would be to show in future cardiovascular outcomes trials that apabetalone reduces MACE in not just those w/ low HDL.....in not just those with diabetes......in not just those with a recent ACS. In my opinion, they are going to need to run many more clinical trials to get to this point. But the potential market penetration is huge! Add onto that clinical trials showing both cardiovascular and renal function benefit for those with kidney disease and the market penetration gets even bigger. Then add onto that the Fabry disease, PNH and other complement diseases, and the various other known and unknown pre-clinical programs in other diseases the potential market penetration (assuming clinical trials proceed and are successful) gets ridiculous ginormous.

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