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Message: Putting the cart in front of the horse....Apabetalone cost

While we're waiting for news on financing, the FA...FDA and everything else, I thought I'd toss this out there.

Correct me if I'm wrong but I seem to recall DM talking about a cost of $5 a pill or something very close to that.  I'm going to assume he made that remark...I remember some discussion of it, with some comments suggesting it wasn't a wise move, suggesting what the drug might cost.  

But if it is $5 per pill, and we assume a daily dose....that would be a cost of $1,865 per year...and if Apabetalone does everything we hope it does, man that would be a bargain.  

I'm just wondering if DM is a real humanitarian...and I mean that genuinely.  Is he concerned with bringing Apabetalone to the market at a price point that would make it very affordable.  I know he's talked about payer groups and the efforts they've had in this regard....softening the ground so to speak is the way I look at it.

But that $1,865 of course would be a gross revenue per person figure.  I don't know if its USD, CDN or whatever but I don't think it matters for the point I'm going to make.  That point is this....if DM is really concerned with the potential affordability of Apabetalone, I see that being somewhat at odds with the broader Pharmaceutical space where imo the primary objective is profit.  

If a BP player were to step up and buy up Apabetalone....and just for giggles we'll say they'd be willing to pay $5 billion USD, a number completely out of the ether.  Well now that BP company is going to want to recoup that $5 billion investment quickly....there's always the potential that there could side effects that won't show for a longer period, like after 4 or 5 years.  And then there's the possibility of a competitive compound coming out...diminishing sales.

Do you think DM might be hesitant to make a deal out of fear that BP would jack the cost exponentially to patients?

Any thoughts anyone?

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