NTM is a global problem. Few if any breakthrough drugs or novel interventions. If the data is compelling, the major pharmas who are watching and waiting will pounce on this faster than an F16 streaking accross the horizon. The only question then will be how much? I think no less than $1.5- $1.8 billion. Your thoughts.
Dorian, Arikace represents a potential "cure" for NTM. As a treatment for CF it stands to gain several hundred million in market share, but for NTM, a couple billion a year is not out of the question!