Aug. 27 at 11:42 PM
$LUCD This is from May but new to me
https://news.gastro.org/issues/2026/may-2026/screening-expansion-raises-questions-in-barretts-care/
This is the direction we're headed, screening 51% of America because 40% of esophageal cancer patients never had GERD.
Let's do some math:
342M Americans x 51% x
$1938 =
$338 billion TAM
If they tap 0.1% of the market it's
$338M in revenue. Sometimes I feel like this is a dream, like investments with this type of risk/reward cannot exist.
