Cabel - RVX had around 2500 compounds in its library and Zenith around 1500. I haven't heard if that has changed in the last year or so.
Your arthritis example is great. Take a look at the Bio Showcase presentation in the link library. CKD, 382 million patients world wide. For North America and Europe alone the number is 93 million. Multiply those numbers by $5,000 and see what you get. The CVD market is tiny in comparison and we haven't even talked about the dementia market yet.
IMO it's worth a lot more than $10 billion however there will have to be a lot more funding go into trials for all other indications.
All IMO, dyodd.
tada