Found the reference that the Australian MSF person must have been referring to. Though he got the figure incorrect. If beginning antiretroviral treatment at the 'new' CD4 threshold of 350 becomes national 'policy' then there are 120,000 people estimated to be in need of treatment.

The Executive Director of the Australian MSF says that there should be no queue for antiretroviral therapy in Myanmar. Then their doctors won't have to make any difficult triage decisions. Paul McPhun says the UN says one hundred thousand people need antiretroviral therapy urgently. The [him] moderator is not aware of any UN estimate of one hundred thousand. Can anyone point it out to [him]?