Maybe I am missing some context here, but what is the point of the IV Fe market size?
Since the product would display some IV iron along with some of the far more expensive ESA, that is the market share they are going for. It dose not matter that the SPF basically is iron, it could be cheddar chese. What matters is the replaced product cost.
If you want to say that the $600M US for that is unreasonable, I am all ears. And if you want to say it will not replace other costs than iron, bring on the debate.
But just pounding on the present IV Fe market size is kind of meaningless.