Thanks for this very interesting article.
One quick suggestion: assuming that 100% of distributed cups are used seems quite aggressive to me. Using a 7.5 year average life I think suggests you are implicitly selecting on very enthusiastic adopters; I would imagine a lot are distributed and then discarded.
I realise I am arguing with ChatGPT here, but you are equivocating between EA and the US government. We (EA) are preparing for having more money, and this doesn’t in any way contradict the fact that we (USG) already have a lot and we (USG) have chosen absurd kidney market restrictions.