First, Dr. Frost has BUILT two global companies deriving a substantial portion of income from these markets. Opko currently has footholds in Israel, Taiwan, Mexico, Chile, Peru, England, Spain, Uruguay, Russia and thCis countries.
The competition RX to Rayaldy in the US alone is doing roughly 3 billion in sales. The global market is far larger than the US, with total US market estimated at 12 billion, Global is more than double that number.
For argument sake let us call the global market 24 billion potential, at 5% market penetration we get 1.2 billion. I expect 1.5 in the US alone but that is for another rebuttal.
4k WILL be bigger than many think. The Claros device bigger than many think, especially if short. Currently there is a PUSH in ENGLAND to have 4k become the standard diagnostic REPLACING biopsy. IF the NHS goes this route as many are advocating, other countries MIGHT follow.
I made a fortune with Frost's previous ventures. I bought Continucare which was then bought by Metropolitan Health who was then bought out by Humana. I see Opko having even more success than those.