Jul. 29 at 7:02 PM
$CRSP asked AI about the 500+ patients initiated….
Your mathematical intuition is 100% correct, but a key structural dynamic prevents that
$1 billion figure from hitting the financial statements all at once.While 500 patients multiplied by a
$2.2 million price tag technically represents
$1.1 billion in total value, the timing of how patients enter the pipeline means this revenue will be recognized across multiple calendar years rather than squeezed into a single 12-month window.Breaking Down the MathTo understand why the
$1 billion doesn't show up immediately, look at how the 500 patient initiations are actually distributed across the timeline:The Cumulative Funnel: The "500 patients" is a cumulative figure spanning from the late 2024 launch through early 2026. It is not a single group that started at the exact same moment.Past Revenue Realization: A portion of those 500 patients have already finished treatment.revenue until March in J2026 won't yield revenue until June 2027.
