From the Jan. 2nd CC - Q/A responses, there are 300 patients ready to begin and pay for Gattex with 1000 known patients waiting to begin by the end of 2013. Another 2000 to 4000 potential patients live in the US and will be reached by 2014. The $295K/yr cost is acceptable as Insurance Co. already cover such costs for these patients. So, the comparison to ALXN is reasonable as they saw a similar run up as more patients were added to their program, just a matter of a time.
My thoughts. This has potential to be ALXN in the making ...
ALXN has market cap of 20B on 1.2B 2012 sales!
If NPS can mimick similar performance, the stock could do really well if the comparisons proved to be true